Incorporate Export Functionality in New Self Service Portal

We all know that new Self Service portal is fully responsive in design and this will provide much better user experience to customers. The beauty of this tool is, it is designed in such a way that you can easily control and customize the user interface and incorporate essential functionality as per your business needs.… Read More »

Enhance a Custom entity list for loading results faster

Every new version of Sage CRM has provided with some or the other new features which has improved system stability, user experience, ease in third party apps integration and so on. Sage CRM 2018 R2 has come up with a new feature related to Custom entity, which has helped to load custom entities list faster.… Read More »

Set Date Format in New Self Service Portal

Sage CRM Self Service portal is designed in such a way that we can use the Sage CRM user interface and customize it as per the requirement. Its access can be given to customer so that they can stay updated with their cases, leads, tasks or other information which we want to share with them.… Read More »

Add Calendar control in Self Service Portal

The new Self Service Portal is taking Sage CRM to the next level. With the help of this portal you can provide your customers with anytime, anywhere access to resources and information. Customers can log into New Self Service portal and typically perform following tasks: View Account Information: They can view the cases logged through… Read More »

Incorporate Case filter screen in Self Service portal

Sage CRM Portal has improved User experience by extending Customer’s access to the data inputted by them as well as updated by the vendor. A fully responsive version of Self Service portal has provided Menu options to log and search the Ticket details. But, have you ever thought of accommodating certain changes to ease the… Read More »

Changing the Default Status of Communication while filing inbound Emails in SAGE CRM

One of the best feature available in Sage CRM is Email functionality. Sage CRM Email Integration allows users to send and receive emails directly in CRM by configuring SMTP and POP details in CRM. Users can then easily process these emails by taking necessary actions such as logging a Ticket, creating an enquiry or so… Read More »

User Password Security Enhancement

As we all know Sage CRM, provides security for passwords as it uses to encrypt and decrypt processes while retrieving data from the database and display on the form. And another way we can use bcrypt algorithm method for user passwords with high security which generate hashes for user passwords. New Stuff:Enabling workflow on custom… Read More »

Enabling workflow on custom tabs

Workflows are a very important aspect of Sage CRM. Workflow helps you to automate business processes using a predefined set of business rules and actions. A workflow guides the user through a business process, checking, tracking, validating the information and triggering actions. New Stuff:  Adding Image to Summary Screen in Sage CRM As we all… Read More »

Suppress button on Quote Summary Screen

In our previous blogs, we have already mentioned How to hide buttons from sage CRM screens, Hide fields and extra spaces in Sage CRM and Hide Unwanted Buttons in Sage CRM 7.2. There is another way to achieve the same with only one line of code. As we know Sage CRM is a browser-based application that uses HTML and… Read More »

Adding Image to Summary Screen in Sage CRM

Sage CRM has many features that help the user to maintain detailed information of customers. Also, it simplifies the accessibility of information for Sage CRM users. In service industry who plans a visit to the customer location for product demo or services. On field Image of Customer or their office location images are very handy.… Read More »