Category Archives: Main Menu

Set Workflow for Quotes and Orders in Sage CRM

In Sage CRM, workflow automates business processes using a predefined set of business rules and actions. In a business, if two or more teams are working on a project and they have to see the progress of project then this can be defined with the various actions in the workflow. For e.g. Sales team have… Read More »

Changing Sage CRM Default log on page for Mobile view

The use of mobile for any kind of activity is a very common thing now. People expect to get things done on their fingertips. The same principle applies to Sage CRM as well. There are two ways to access Sage CRM on your mobile. It has a dedicated mobile app and a mobile view. The… Read More »

Quick Appointments for another user in SAGE CRM 2018 R3

Communication is the most important aspect to maintain the good relationship with the customer. Sage CRM has helped to manage all communication related activities with the help of appointments, tasks, emails etc. In Sage CRM it is easier to create Appointment through Calendar, just one click your appointment is created in Sage CRM using the… 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 »

Collapsible Navigation Menu in Sage CRM v7.2

Sage CRM Client Side Scripting provides vital features to customize Sage CRM the way a user needs. We have discussed several tricks on Sage CRM Client side scripting in our previous posts. You can refer Also Read section at the end of this post for more details. In this blog post, we will explain how… Read More »

Trick to remove Main Menu from pop-up windows in Sage CRM v7.2

Earlier Sage CRM versions were based on the Frames. However these frames are removed in Sage CRM v7.2. ASP Page Customizations and Client side customizations are the areas that are affected in Sage CRM v7.2. New Stuff: Codeless Customization: Add Custom Entities New Screen when accessed through iPhone We have observed similarly affected area when… Read More »