Category Archives: Sage CRM R1

“Quick Find” Functionality in SAGE CRM 2018 R1

Hi Friends..!! We are much familiar with finding mechanism for entity records such as keyword search, Advanced Find, etc. in SAGE CRM. Using these, we can perform a search for particular entity only. Now we can search the connected data across all entities at once by using single keyword. The New Release, SAGE CRM 2018… Read More »

Make your Sage CRM Resource Planner Compatible with Sage CRM 2017 Release

The latest release of Sage CRM 2017 R1 and R2 expands your business horizon by introducing extended benefits and new features for enterprises. This includes an enriched user experience, simplifying navigation and providing faster access to information for the CRM users. Greytrix, a Sage ERP – Sage CRM Gold Development Partner, has enriched its CRM Product Suite… Read More »

“Favourite” feature in CRM2017 R2

In Sage CRM 2017 lots exciting features has been added. In this blog, we are going to explain “Favorites” feature which will help you to add important statistics or facts into one bucket as you can store into Favorites bar of IE/Google Chrome browsers. New Stuff: Customizing the Date field using JQuery in Sage CRM This… Read More »

Additional Emails Notifications in Sage CRM v7.3

Sage CRM has in built Escalation feature to get Real Time on screen notifications or updates on their Business. It also helps to notify about certain activities like Quote Expiration, New Opportunity etc. In this blog, we will explaining new Notification Rules that are introduced in Sage CRM v7.3. New Stuff: No Delete option for column… Read More »

IIS 6 Management Compatibility Configuration

In Sage CRM, while setting up a Web Deployment Manager, you can receive a warning message as “Error connection to Internet Information Server (IIS). Make sure IIS is installed on same machine” as shown in the screenshot below. This blog is a solution for the error message which we will be explained in our below blog.… Read More »