"Favourite" feature in CRM2017 R2

By | December 19, 2017

In Sage CRM 2017 lots exciting features has been added. In this blog, we are going to explain “Favorites” feature which will help you to add important statistics or facts into one bucket as you can store into Favorites bar of IE/Google Chrome browsers.

New Stuff: Customizing the Date field using JQuery in Sage CRM

This feature is very much easy to use and available at summary screen of all standard entities in Sage CRM. Kindly allow me to explain this with an example.

Consider you want to group few support tickets on which you will be working tomorrow. This can be done by navigating to Summary screen of Support Tickets. On Top content screen, you will observe there is * (star) is located. Refer below screenshot.
This can be done by navigating to Summary screen of Support Tickets. On Top content screen, you will observe there is * (star) is located. When you will click on this star, this will be added into your Favourites list and will be marked with Yellow star as shown below.
Yellow starSimilarly you can mark rest of the cases by clicking on star image. All of these cases will be added into Favourites list as shown below.
Favourites list This way day to day work can be managed easily by marking daily Support Tickets, Tasks, and Appointments etc into Favourite list.
Stay tuned and we will be posting more exciting feature into our upcoming blogs.

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