Log Me In To is one of the important configurations in Sage CRM, through which user can Log on particular page which he wish to displayed as he Logs into Sage CRM. So it reduced the number of clicks to go on that page. And Obviously Time also. This field has number of options like Calendar,… Read More »
Sage CRM has always been flexible enough to modify the look and feel of screens, lists, or grids. With the help of Standard CRM methods in combination with Client-side API, implementers can easily make such modifications to achieve business requirements. You can refer to our below post wherein we have explained part 1 of this… Read More »
This blog is in continuation to the topic of Nested Mail merge in Sage CRM 2020 R1. You can refer the below link for the same. In this blog, we will explain how to create the Nested mail merge templates against the new entities definition recently added in MailMergeRelatedInfo table. Related Post: Sage CRM 2020… Read More »
Sage CRM has the ability to customize in a different way as user need. Users can add multiple fields on screen as per requirements. In Sage CRM there are different custom tables that stores data of fields, screen or list that are created. But it becomes difficult to find the field reference i.e. field belongs… Read More »
In Sage CRM, modifying the look and feel of the Screens, lists or grids is managed through Client Side API or JQuery. Where Client Side API helps with the Standard CRM Methods to incorporate the changes, JQuery requires additional technical knowledge to make the changes. These methods are easily made available in Sage CRM Community.… Read More »
Sage CRM has extensively focused on the UI/UX improvements through the release of the new versions. The various types of Fields available within Sage CRM Administration has helped to manage/limit the data inputs to a specific format. Limiting the number of characters to be inputted, Accepting only Date values, accepting only integer values, setting default… Read More »
The Grid or List in Sage CRM allows user to view the multiple records on a single page. Sage CRM also allows Users to personalize the settings i.e. chose the number of records they wish to see in the list; from the Preferences tab. Besides this, these lists can be customized to a greater extent… Read More »
The Grid or List in Sage CRM allows user to view the multiple records on a single page. Sage CRM also allows Users to personalize the settings i.e. chose the number of records they wish to see in the list; from the Preferences tab. Besides this, these lists can be customized to a greater extent… Read More »
We all know that new Self Service portal is fully responsive in design and this will provide much better user experience to customers. The beauty of this tool is, it is designed in such a way that you can easily control and customize the user interface and incorporate essential functionality as per your business needs.… Read More »
Every new version of Sage CRM has provided with some or the other new features which has improved system stability, user experience, ease in third party apps integration and so on. Sage CRM 2018 R2 has come up with a new feature related to Custom entity, which has helped to load custom entities list faster.… Read More »