Category Archives: Codeless

Diagnose System Health in Sage CRM 2017 R2 – Part 1

Along with being a helpful & easy to manage and track Business growth and Customer relationships platform, Sage CRM’s features are also reliable on many other System configurations for smooth functioning. New Stuff: “Quick Find” Functionality in SAGE CRM 2018 R1 Earlier, if any of the Standard functionality failed; Admin user had to check every… Read More »

Hide Merge to PDF option from New Menu in Sage CRM

As you know, Sage CRM 7.3 came with a feature of creating PDF merged documents. You can create PDF merged documents using “Merge To PDF” option available in New Menu. Also, you can do the same from workflow also. Please refer below blog link for the same. Related Post: Merge to PDF through workflow in Sage… Read More »

Sage CRM 7.3 SP3 Enhancement

With the introduction of latest Sage CRM 7.3 patch i.e. SP3 they have come up with great enhancements in terms of UI/UX which has increased user experience. New Stuff: Display Distinctive Records in Reports Let’s see each of them in this blog. 1. Navigation Bar: The navigation bar is now more fit to screen and has… Read More »

Set Custom Lead Workflow while using Web to Lead

We all know that SAGE CRM allows us to create web forms for collecting Lead Information. The enquiries captured from web portal are then available in CRM, thereby enabling the standard workflow automatically. But what if you want to set customized workflow rather than standard one? Does it gets set by default? New Stuff: How to… Read More »

Restrict Users from applying discount to entire Quote and Order

As we know, Sales process is driven with the help of Lead, Opportunity, Quotes and Orders. And, to generate quotes and orders, we link the products and their prices in Quotes and Orders tab against Opportunity. This Quotes and Order functionality also comes with a feature wherein we can apply discount to an entire order… Read More »

Remove Toolbox from Gadgets in Interactive Dashboard

Interactive Dashboard feature of Sage CRM 7.3 is one of the most powerful and useful feature designed yet by Sage. Variety of gadgets, lists, charts are easily available and by configuring them together we can build various reports based on our need. One more useful thing is you can control it’s CSS as well in… Read More »