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How to integrate SAP using RFCs
Remote function calls (RFCs) are one of the popular way to integrate SAP system with any third party application. They helps to integrate SAP using a real time communication. They are specially useful...
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Customized Outlook plug-in for SugarCRM and SuiteCRM
Automation is one of the key aspects, when it comes to implementing a CRM solution. Many mid to large sized companies are leveraging the power of SugarCRM and SuiteCRM. However, many desktop...
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Understanding Forecast feature in SugarCRM
One of the business case to use CRM is to be able to predict sales and revenue figures accurately. Forecasts feature within SugarCRM helps the businesses with just that. The users can extract the...
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How to define dependency between fields in SugarCRM
While setting up any CRM for a business we regularly come across situations where the visibility or access or mandatory condition for the field is dependent upon the input value / current value of...
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How to Unit Test Apex in Salesforce
Testing is one of the key components in the development phase. It plays a key role in running successful long-term development of an organization. It helps to identify the errors, any missing...
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Schedulers and Cron Job in SugarCRM
Schedulers are scripts that run periodically and execute a predefined business logic. They are also called batch jobs and are often scheduled based on business rules and priorities. Schedulers in...
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How to configure IDOCs in SAP
SAP is a vast application and has various ways to connect it. IDOC (Intermediate Document) is one such way in which SAP can talk to third party applications. In simple terms, IDOC is an SAP object that...
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How to create custom SugarCRM API
Organizations of all scales are stepping into the digital age. It is but natural that they would need to compete and get their share of pie of business. Today’s consumer is constantly searching for...
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How to create Logic Hooks within SugarCRM
Every company’s aim is to use customer relationship management effectively and maximize productivity and enhance customer relationship. Personalizing CRM may need putting in business logic on certain...
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Custom Button within record view of SugarCRM 9.0
Companies of various size and scale are implement CRM systems to build and maintain relationships with various business partners. Since core business processes may vary across organizations, CRM needs...
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Consignment Process in SAP – Explained Step by Step
Consignment is an important functionality within SAP sales and distribution. This process is widely followed within many business verticals. Companies following consignment process issue and maintain...
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How to calculate accurate taxes and shipping on Web-commerce
In the modern days, every web-commerce website would like to have updated tax and shipping changes available to their website. It is important to note that tax is not revenue that the seller gets to...
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SuiteCRM – Role Management
Role management is a set of rules defined within SuiteCRM to ensure that they have the correct access to the functionalities within it. This is specially true since the application can have sensitive...
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Integrate Microsoft Dynamics NAV with SugarCRM 9.0
In the current market there are many Enterprise Resource Planning (ERP) application available for small and mid-scale companies. Microsoft Dynamics NAV is one such platform which has picked up...
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Item master integration between SuiteCRM – SAP Business One
SAP Business One is an ERP software tool which is designed for mid to large scale organizations. It automates various business processes and drives internal efficiency. The application is available...
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Best practices for sending emails automatically from SugarCRM
Organizations of various size implement CRM to enhance their productivity and customer relationship. Making the best out of it for the users will increase in their productivity and that leads to an...
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How to download or upload external transports from or to SAP
In the modern era, we are having so many ERP applications that handle organization details. SAP ECC is one of the best ERP applications in this field. SAP ECC is typically implemented in medium and...
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Working with SuiteCRM Dashboards and Dashlets
Dashboards are crucial for any organization to know the real-time data on the process, management, and flow of the business. Dashboard also provides a quick snapshot of the data in the form of list,...
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SugarCRM | Attaching documents during email to case conversion
For any business, customer is of the highest priority. Maintaining continuous and prompt communication is therefore very important to keep the relationship going. Most commonly used format for official...
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How to create PDF using custom PDF Templates in SuiteCRM
PDF documents are irreplaceable pieces of record for any organization. Almost every document starting from contracts to invoices are recorded for safekeeping in form of PDF or physical documents. For...
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