Category Archives: Sage CRM7.3

Show Original Currency Value in Sage CRM Reports

Sales Module of Sage CRM comprises of various different entities such as Opportunity, Quotes, Orders, and Forecast etc. One of the major element of these entities is the Currency value. Since every country has its own Base Currency, Business or Sales done in these different territories must have to be dealt with its respective currency… Read More »

Make your Sage CRM Resource Planner Compatible with Sage CRM 2017 Release

The latest release of Sage CRM 2017 R1 and R2 expands your business horizon by introducing extended benefits and new features for enterprises. This includes an enriched user experience, simplifying navigation and providing faster access to information for the CRM users. Greytrix, a Sage ERP – Sage CRM Gold Development Partner, has enriched its CRM Product Suite… Read More »

Create Email Signature feature in Sage CRM 2017

Sage CRM 2017 provides new feature of creating Email Template using “Create Email Signature” present in Preferences tab. Instead of creating email template using Email and Document settings, we can create it by simply navigating to Preferences tab. New Stuff: GUMU™ for Sage CRM – Sage X3 Integration video tutorials Steps to Add New Email Signature… Read More »

Display Logged in User Name on browser tab within Sage CRM

In Sage CRM, one can easily understand which user has been logged into CRM from My CRM tab. New Stuff: “Send to MailChimp” button in Sage CRM 2017 Generally, when users logged into Sage CRM, browser shows current Sage CRM tab name. For example, if user’s landing page is Calendar then browser tab will show the… Read More »

“Send to MailChimp” button in Sage CRM 2017

MailChimp feature has been introduced within Sage CRM 2017. Using MailChimp emails can be sent to group of people on a single click. New Stuff: Showing Last Updated By And Updated Date Time In Company Top Content Our implementation team was working on MailChimp configuration and came across a scenario that Send to MailChimp button was… Read More »

“Favourite” feature in CRM2017 R2

In Sage CRM 2017 lots exciting features has been added. In this blog, we are going to explain “Favorites” feature which will help you to add important statistics or facts into one bucket as you can store into Favorites bar of IE/Google Chrome browsers. New Stuff: Customizing the Date field using JQuery in Sage CRM This… Read More »

File Outbound Emails in Sage CRM

Sage CRM’s Email functionality helps us to track Inbound and Outbound communications easily. We can also send the emails using Outlook from CRM. For this you need to integrate the Outlook with CRM. New Stuff: Control Access Rights of Entity tabs in Sage CRM While sending an email from CRM to any registered email id against… Read More »

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 »