We are looking forward to exhibiting at the Sage Connect – 2016 at Technology Park, Sydney Australia on 18th and 19th Feb 2016.
Greytrix takes this as an invaluable opportunity to introduce partners and customers insights about outside the box solution for taking Customer Interactions to the next level using its […]
In Sage CRM Relationship tab is available in all Primary entities this functionality allow us to create “one to many”, “many to one” and some reciprocal relationship between the data. Using the relationship and its related views we can create reports from various entities.
New Stuff: Retrieve Key […]
Reports module has been proved a very essential as well as important part of Sage CRM. Reports not only helps in getting a clear idea of the ongoing work but also provides an overview of the historical data from the past years.
In every Business organization, Managers or the […]
In Sage CRM, we can manage security access rights across the organization by using Security Profiles and Territories. Security Profile is a way of grouping users to define particular rights to them.
So in future if we need to make changes in rights then we […]
Interactive Dashboard is one of the advance, essential and effective feature provided by Sage CRM 7.3. This version has brought lot of new dashboards and inbuilt reports. Sales Dashboard is one of them and it is available by default.
In today’s blog I will explain you how I resolved permission denied issue appearing in Sales […]
The dashboard is a highly-customizable workspace where you control what information you need to see to be effective in your job. We can create multiple dashboards and gadgets by choosing the feeds, workflow, and actions you want to drive from your workspace, or select predefined gadgets and dashboards from templates.
In this blog we will […]
This blog is continuation of our previous blogs “Features to manage Images through Sage CRM Part 1 and Part 2” in which we have explained the process to upload and display images on CRM screen along with Zoom In and Zoom Out functionality.
Now we have developed an additional feature in the same functionality called […]
For this, we need to filter the Key values by taking the reference from […]
Using the Sage CRM Client Side API, we can easily change the grid look by applying some color code or something. Changing anything in CRM grid was bit complex and we had to use HTML codes to fulfill the requirement. But, now it has been changed by introducing Client Side API […]