Sage CRM - Tips, Tricks and Components
Currently viewing the tag: "Case"
For any business firm, monitoring and optimizing services is an imperative task. Considering the fact that whatever is sold needs to be serviced sometime, today’s business demands need to concentrate not only on the Sales, but also on the after sales services.
SageCRM has provided Lead, Opportunity, Quotes, and Orders to maintain the Sales process [...]
In Sage CRM, we can handle Sales and Service business flow very efficiently. To manage sales in CRM we use Leads and Opportunities whereas for managing services we use cases.
To deal with the cases and opportunities flow; CRM has provided feature of workflow and that’s get activated in CRM automatically [...]
Apart from GUMU™ for Sage CRM – MAS 90/200 integration, Sage CRM and MAS 90/200 EES is another product which enables the user to have the integration between two system. No, this is not the blog where I am comparing the two products (I will save it for later ). I would like to take [...]
Recently while upgrading the SageCRM to 7.0 I found that under communications and cases the default values are set to “Pending” in CommunicationFilterBox as well as CaseFilterBox.
In CRM 6.2 version, Status field of FilterBoxes has always “—All–” value selected by default. However, the field holds last filtered value after navigation from some other [...]
Primary keys in SQL tables allow us to uniquely identify the rows. These keys also allow us to establish the relationship between tables based on foreign key-primary key concept.
Though we can have different id field names in CRM tables, the standard primary key feature is well maintained with field names like “_” (e.g. Case_CaseId). [...]
Though CRM systems are capable of maintaining and managing Business related data thoroughly over the web, most of the business structures still won’t allow the data entries to be done in actual working environment. For such prospects, even if Sage CRM holds the greater importance from business perspective, the web architecture of CRM can’t be [...]
In our previous post
http://www.blogger.com/post-edit.g?blogID=6264840572654717689&postID=1152421825773155870
we discussed how case reference number gets generated for every case that is created in the CRM. In the earlier post we discussed how we can change the format of the case reference number. But it is still a combination of current user login id and the custom part, [...]
As we all know about the Case reference ID, it gets generated depends upon the current logged in user and some predefined number range.
Currently it gets generated according to the SageCRM standards defined already but what to do if we want to generate a case reference according to the business standards?
Suppose for Greytrix [...]
We are in the service and product development for IT industry for close to 13 years now. Although we are the best in the industry we are not Gods. What I mean to say is that, we too have occasional support cases for our SageCRM integration and migration products. From an end users perspective there [...]
If you find this useful, Please drop us a mail on crm@greytrix.com.
Have you ever been imagine displaying a notification related to number of Cases created against a person?
Solution:
If you are looking:
1. To identify how many cases registered against a person on the Person’s summary tab
2. Or willing to [...]
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