Category Archives: My CRM

Append User Name on My CRM Menu Option in Sage CRM

Sage CRM has always been helpful to manage and maintain Customer relationship data with an ease. It has always been easy to accommodate various customizations with different programming libraries such as jQuery, Javascript or say Client side API. Earlier, we had explained how you can append Logged in user name to Custom tabs. You can… Read More »

Modify User Preferences from Info Manager user’s Login

Info Managers exist, particularly in larger organizations, to let you give a number of power users the ability to perform some specific system administration tasks – such as uploading templates, or maintaining currency conversion rates – without opening up the whole of the Administration area to them. New Stuff: Make effective De-duplication search in Sage CRM… Read More »

Restrict Creating Follow Up On Opportunity Progress

In Sage CRM, On Opportunity Progress Screen we can see Create Follow Up checkbox checked which will ask user to create follow up every time user saves the opportunity progress. New Stuff: Global Search Functionality Here I will explain how to uncheck this checkbox to avoid creating follow up every time after adding opportunity progress. In standard… Read More »

Cloning Interactive Dashboard

Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard… Read More »

How to Edit Summary Report

In Sage CRM we can see Summary report button on Standard Entities like Company, Person, Opportunity, Case etc. Which will summarize details about these entities on single screen. New Stuff: Restrict access to certain entity with SQL conditions Here I will explain how to edit contents of these Summary reports. I will take example of Company… Read More »

Country and Area code configuration in Sage CRM

In Business world, Organizations can have Customers all over the world. Organizations can track their Customers Country code and Area code in their records. It depends on individual Organization to track Country code and Area code in their records. New Stuff: Posting Single Invoice Entry from Sage CRM for Multiple Shipments In Sage CRM on… Read More »

Advanced level of Expense Module in Sage CRM

This blog is in continuation of our previous blog where we shared the process of our customized module to manage Claims & Bills amount submitted by the Sales Person. You can explore the overall features of Claim module integrated within Sage CRM by accessing below link. But as every user demands ‘Change’ either in the… Read More »

How to Add or Remove tabs from My CRM

While browsing through Sage CRM Forums, we came across a forum in which a user wanted to understand how to add or remove a tab under My CRM. In this blog post, we will explain how it can be done with an example. New Stuff: Opening Asp.Net page in CRM 7.2 without losing context menus… Read More »