Empty Recent List for each session feature in Sage CRM

One of the best feature of Sage CRM is that users can view the records which he has recently visited with the help of Recent List option. Recent List is available for all standard entities like company, person, cases etc. as well as for custom entities. Default value for displaying records in recent list is… Read More »

Enabling secure email connection in Sage CRM

One of the powerful tool in business industry is Emailing. Sage CRM also provide emailing feature. Users can send or receive emails from CRM or they can even do Mass Mailing. One of the drawback of emailing in earlier version of Sage CRM is that CRM does not support TLS/SSL enabled connection. Means if you… Read More »

Control Color of Buttons in Sage CRM

Recently we came across a forum in which Sage CRM user asked whether Color of a Button in Sage CRM can be modified. Well, answer is Yes and Color is controlled using CSS files. Let’s understand the same with an example. New Stuff: Recent List Customization in Sage CRM By default color of buttons in Sage… Read More »

Recent List Customization in Sage CRM

In Sage CRM, Recent list is used to quickly review previously visited records. In earlier blogs, we have explained Manage the size of the Recent List and Delete Recent List item in CRM. In this blog, we will explain how to alter other field into Recent List for custom entity. New Stuff: Troubleshooting issues with… Read More »

Favorite list not showing Content for Custom Entity records

Favorites feature in Sage CRM allows to add a record in the list of favorite records, so that it can be accessed easily. We can mark Primary as well as Custom entity records as favorite. Favorites feature will work for Custom entities created using Advanced Customization Wizard with no issues. But, for the Custom entities… Read More »

Unable to save MailChimp Configuration in Sage CRM

MailChimp is been extensively used for Email Marketing in Sage CRM. Using this we can send emails in bulk to all the Customers available in Sage CRM. To integrate MailChimp in Sage CRM, we have to create MailChimp account and get API Key and List Id. New Stuff: Deleting Report categories of Sage CRM from… Read More »

Deleting Report categories of Sage CRM from Backend

Sage CRM’s Report Category makes it easy for users to classify and organize reports in the Report tab. Sage CRM by default provides various Report Categories related to different entities. Also, System Administrator has the provision to create new categories as per the Business. New Stuff: Dynamics 365 CRM – Sage 100 ERP Integration: Changing… Read More »

Dynamics 365 CRM – Sage 100 ERP Integration: Changing the Way Businesses Operate

Necessity to Integrate Your CRM and ERP Today in the ever increasing fast paced business world, business owners are facing the music of a complex competition. With the escalating demands of the customers it has become eminent to deliver quality with quickest turnaround time. This has led the stakeholders to respond and adapt swiftly to… Read More »

CRM Quick Find functionality stopped working in Sage CRM- Part 2

We all are very much aware about the new feature of Sage CRM i.e. Quick Find. Users can easily search records within all Primary entities using a single keyword. But, have you ever faced issue with Quick Find functionality? Related Post:  CRM Quick Find functionality stopped working in Sage CRM Recently, while using Quick Find… Read More »

Limit the number of Log files generated by the Sage CRM’s Services

Sage CRM has inbuilt set of internal logging mechanisms which tracks all the activities performed in CRM as well as records the errors generated. These logs are mainly segregated into various types such as SQL logs, System logs, .Net logs etc. Apart from this, Sage CRM generate logs for the inbuilt services which are installed… Read More »