We all are aware of the Quick Find feature of Sage CRM. Quick Find feature has made the search functionality very easy and flexible by enabling search on single-line text, email address, and URL fields within all the primary entities as well as on custom entity records at once. This feature is very useful when… Read More »
This blog is in continuation of previously written blog where I have explained how to capture target audience from website and convert it into Lead in CRM. You can refer the detailed explanation in the post mentioned below. Related Post: Capture your target audience effectively I had explored the basic lead information which CRM enables… Read More »
It is possible to add options to the selection field of Sage CRM by doing Field Level customization. But if one wants to add several options into the selection field, then it will become a cumbersome task to do. This task can be automated by doing little customizations in Sage CRM. In this blog post,… Read More »
You can control Sage CRM selection field lookup as per your convenience but it allows you to select only a single lookup at a time. But what if a user wants to control multiple lookup values? New Stuff: Lead De-duplication nice to have featured in Sage CRM 7.3 Let us elaborate with an example. Let’s… Read More »
Today I will revisit one of the oldest, but very much useful tricks related to web forms. Most of the forms nowadays need relationship to be established between two fields. For example when I select Product interest in one list it should filter Sub product interest in another field. Today I will explain how this… Read More »