Category Archives: Cases

Control Access Rights of Entity tabs in Sage CRM

Sage CRM has a complex and sophisticated Security mechanism implemented as automatic alteration of the SQL used to fetch either the application data to the screen or the metadata that controls the availability of features. One such feature is related to the various Entity Tabs which displays the List or Screens for Users. Since not… Read More »

Hide Phone and Email from Top Content

Top content screens in Sage CRM gives quick overview of the entity without having to look at the entire summary screen. Sometimes there is a requirement from client that they need some additional information in the top content and this can be achieved with the help of below blog link. Related Post: Additional Information in Entity… Read More »

Enable Pipeline for Cases and Opportunity on Company and Person context

With the help of Pipeline view in Sage CRM we can easily view the current status of Opportunities and Cases based on the respective stages in CRM. Clicking on a section of the pipeline or on one of the stage hyperlinks underneath the pipeline drills down the Statistics panel to show statistics for the selected… Read More »

Restrict Inactive Companies & Contacts when Adding a New Case

Sage CRM provides your customer care team with the ability to record customer inquiries/incidents. Few days back, we come up with requirement to restrict to display only Active Companies & Contacts to be displayed in Company and Person fields of Case Web Picker screen. New Stuff: Report Category Access to particular users in Sage CRM Now,… Read More »

Features to manage Images through Sage CRM – Part 1

In today’s world, where various types of Industry Segments are evolving on the same hand; managing these business with advance level of technology is also meant to be the most prominent or say demanding feature for every mankind. Recently one of our customer who managed the Valuation and Inspection services in the field of Survey;… Read More »

Case entity pipeline Sage CRM 2014 R2

In our previous blog topic we have explained new features about Sage CRM 2014 R2 version. Likewise, this time also we are taking up a feature called pipeline for Case Entity which gives a graphical representation of the data to a user Related Post:  Opportunity Funnel in Sage CRM 2014 R2 In the new version,… Read More »