Sage CRM has inbuilt feature for document upload. Using these feature we can upload documents against standard entities like Company, Person, Communication, Case etc. In Sage CRM, we can also apply security management for Documents. So that, one user cannot view the document uploaded by other user of different territory. We can also add documents… Read More »
In every business, information is the backbone for the growth of business. This information will be evaluated every year and growth can be achieved. This information can be stored in the form of documents. Sage CRM also have the Documents feature available for the Standard entities against which documents can be uploaded and it can… Read More »
For every Business sector, apart from managing and maintaining Customer demographics and other service information; Library management also plays a vital role. Sage CRM’s inbuilt Library management feature has helped the organization to maintain the documents related to any of the entities such as Customer, Opportunity, Cases etc. The ability of storing Documents from and… Read More »
In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities are fixed in these versions. Sage CRM Mobile Signature will help you to… Read More »
Hi Folks! In this blog I would like to explore one more document functionality related issue called “Unable to Edit Document”. As you know every client nowadays are installing and upgrading their CRM instance to latest version. New Stuff: Display Count of your Opportunities against Company Recently, one of our client has upgraded Sage CRM from… Read More »
This article is in continuation of my previous blog, where I explained how we customized the Document Module of Sage CRM to arrange the provision of Download & Print Images without any intervention of other tool. In below post, I will showcase you advanced level of features that we made available for individual images within… Read More »
In today’s world, where various types of Industry Segments are evolving on the same hand; managing these business with advance level of technology is also meant to be the most prominent or say demanding feature for every mankind. Recently one of our customer who managed the Valuation and Inspection services in the field of Survey;… Read More »
In SageCRM, there is an “Export to File” button in the Find area of the main menu. After clicking on this button “Export Saved Search” screen opens. On this screen there is textbox “Create entry in shared documents” which is checked by default. This result in storing output generated to shared documents which in turn… Read More »