We all know the standard functionality of Quote Cloning of Sage CRM in which quote gets copied within same opportunity. However there are some limitations here. In standard functionality we cannot copy quotes across companies. Recently, we came across a requirement from one of our client whose requirement was to Copy Existing Quote from Source… Read More »
In standard CRM, when user clicks on “New Email” button there is functionality to attach all global documents, local documents and send mail. The below screen shot is for standard functionality in CRM. But what if somebody wants to show only company library documents and attach the same to the mail i.e. you should see… Read More »
In the past (and I mean really in past) the mode of communication were pigeons and in more recent past it was messengers who would pass information and messages from once place to another. Please note that the messengers specified in the above line were actually people and should not to be confused with present… Read More »
Sounds like an interesting topic, isn’t it? Recently one of our clients came with custom requirement where he wants to show the communications in forum view in Sage CRM. Well, we took this interesting challenge and got success. Let me explain how it can be done, the features of this functionality are and how it… Read More »
Everybody must be aware of Sage CRM standard mail merge functionality. Does anybody know how to create the merge templates? Also use the same while sending mail. Suppose you want to send the mail to the person or group of persons through the mail merge functionality. However, the whole mail content except the Person details… Read More »
