Category Archives: Style

Customize Ergonomic Theme in Sage CRM 2023 R1

Sage CRM serves as comprehensive solution for Customer Management needs. With each upgrade and iteration, Sage consistently introduces new features and refines user functionality. These continuous enhancements aim to streamline Customer Relationship Management, making it more accessible and user-friendly. The ultimate goal is to enhance adoption rates, improve data accuracy and completeness, gain deeper customer… Read More »

Sage CRM 2021 R2: Change the appearance of Pipeline chart

Sage has come up with a new release of Sage CRM i.e., Sage CRM 2021 R2. As we know, every new version of Sage CRM come up with some new features that either enhances the functionality or the user interface to manage the Customer Relationship. It also helps in making the business processes smooth and… Read More »

Customizable Report Graphs in Sage CRM

Sage CRM has proved its efficiency and reliability in managing the Customer relationship with many prominent features. Not just with the data management but even the various outputs to fetch these data help in projecting the profits and analyzing the business revenue effortlessly. Sage CRM’s reporting feature has always been proved helpful to view the… Read More »

Editing the look and feel of Summary Reports and PDF Reports in Sage CRM

Sage CRM’s inbuilt Reporting tool is one of the prominent features which have helped the people relying on CRM for data management to project or represent the data in the desired format. The wide collection of Reports available within CRM has made it easy for the CRM users to extract the data in different formats… Read More »

Enhancements to Notification list in Sage CRM

Sage CRM has never failed to amaze us with various exciting features, be it related to new functionalities or user interface. The ease in adapting changes with few steps of configurations is a value added advantage of Sage CRM. In this blog, we will explain how we adapted changes in Notification list of CRM. New… Read More »

Customizing Style Sheet of Sage CRM Reports

Sage CRM has been very supportive when it comes to manage data as well as view the same in the form of Reports or Dashboards. Reports proves very useful when you need to track the performance or any information on the fly. Where customizing the data that needs to be extracted in Reports, applying filters… Read More »

Highlight Specific Rows in Grid based on condition Using JavaScript

Have we ever thought of highlighting specific rows of a particular list based on certain conditions? Well, here is the blog which will help us to achieve the same in CRM. There are multiple ways to get this done in CRM but this time will see how JAVASCRIPT can help us to achieve this. New… Read More »

Sage CRM 7.3 SP3 Enhancement

With the introduction of latest Sage CRM 7.3 patch i.e. SP3 they have come up with great enhancements in terms of UI/UX which has increased user experience. New Stuff: Display Distinctive Records in Reports Let’s see each of them in this blog. 1. Navigation Bar: The navigation bar is now more fit to screen and has… Read More »

How to add Custom Report Style in CRM?

As we all know Sage CRM provides reports functionality through which we can design our own reports and do the analysis of the business. Typically, there are 2 report styles which can be used to design reports in CRM i.e. Standard with Grids and Standard without Grids. Using any one of them will either display… Read More »