"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 star
Similarly 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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Also Read:
1. New Features in Sage CRM 2017 R1
2. Sage CRM 2017R2: Auto Suggestion of E-mail Recipients
3. Sage CRM 2017 R1: Reimagine how you use CRM in your Business
4. GUMU™ Integration is compatible with new Sage X3 v11 along with Sage CRM 2017 R2
5. GUMU™ for Sage CRM-Sage 500 integration is now compatible with Sage CRM 2017 R2 (7.4) and Sage 500 v2017(7.8)