1. Admin going to change the structure of CRM system?2. No DataBase person available to take the backup of SageCRM? Dont Worry!! Admin himself can take the database backup through My CRM without any help of DataBase person. Solution:We have a tool which adds a New tab in My CRM panel of Admin user called… Read More »
Description:Normally in SageCRM user need to create each Line Item for each Product individually. Isnt’s it so much time consuming? Are you looking for a tool which will praise you with the freedom of entering multiple Line Items on single button click? We have a Solution:This tool will provide a editable grid on Line Item… Read More »
While creating any Communication, Opportunity and Leads, all People from SageCRM get listed even if the person is Inactive. Now, we can restrict the inactive persons from the Person Lists!!! Solution:While creating Communication, Lead, and Opportunity in CRM, those People would not be available under the list of Person field whose status is set to… Read More »
Description:As per Sage CRM standard only one Person can be linked with the lead which gets created as a primary contact person for a company (is creating a new company) once the lead gets converted to an opportunity. Now, want to add multiple persons to a lead!! Solution:We can allow the Sage CRM Users to… Read More »
Description:You can use the standard Person Search screen to find the persons in the Sage CRM.Now want to display list of persons from MY CRM with filtration criteria on Title Code & Status field!!! Solution:We have a new Tab under My CRM where we will have the filtration criteria for Title Code& Status field. Based… Read More »
Description:You can use the standard Person Search screen to find the persons in the Sage CRM.Now want to display list of persons from MY CRM with filtration criteria on Title Code & Status field!!! Solution:We have a new Tab under My CRM where we will have the filtration criteria for Title Code& Status field. Based… Read More »
