In day-to-day life Data Manipulation and Data Security is one of the most essential farm duties need to keep up in an organization. In the business where data is maintained in a huge way in Sage CRM, need proper data maintenance in order to provide better sanctuary and good performance. Now to achieve the data… Read More: Mass Update and Territory Update In Sage CRM »
In Sage CRM under any other entity, you have a filter screen for document as well. Using this screen you can search documents using the status, type etc. But each user is assigned to a document and he or she is called the account manager. Presently all the account managers can see all the documents… Read More: Document Filter Functionality in Sage CRM »
In my previous blog, I had explained how the phone and email blocks are validated. http://sagecrmaddons.blogspot.com/2011/02/phone-and-email-can-now-be-validated.html In this blog I will be explaining how the Phone and Email block are shown on a single screen. Some days ago one of our clients came with the custom requirement where he wants to show the Person block,… Read More: Phone Email block on a single screen »
We all know the standard functionality of Quote Cloning of Sage CRM in which quote gets copied within same opportunity. However there are some limitations here. In standard functionality we cannot copy quotes across companies. Recently, we came across a requirement from one of our client whose requirement was to Copy Existing Quote from Source… Read More: Copying Opportunity and Quotes »
In standard CRM, when user clicks on “New Email” button there is functionality to attach all global documents, local documents and send mail. The below screen shot is for standard functionality in CRM. But what if somebody wants to show only company library documents and attach the same to the mail i.e. you should see… Read More: Attached Company Library Document in Email »
In the past (and I mean really in past) the mode of communication were pigeons and in more recent past it was messengers who would pass information and messages from once place to another. Please note that the messengers specified in the above line were actually people and should not to be confused with present… Read More: Phone and Email can now be validated »
Sounds like an interesting topic, isn’t it? Recently one of our clients came with custom requirement where he wants to show the communications in forum view in Sage CRM. Well, we took this interesting challenge and got success. Let me explain how it can be done, the features of this functionality are and how it… Read More: Communications in Forum View »
Everybody must be aware of Sage CRM standard mail merge functionality. Does anybody know how to create the merge templates? Also use the same while sending mail. Suppose you want to send the mail to the person or group of persons through the mail merge functionality. However, the whole mail content except the Person details… Read More: Mail Merge Template »
Everybody must be aware of the Sage CRM’s standard settings for documents uploaded for Company, Person, Cases, Opportunities and other entities. Have you ever thought how it is configured in Sage CRM and where the actual document is uploaded? Well, in this blog, I will be explaining the details on how it is maintained in… Read More: Library folder in Sage CRM »
With the growing client base Sales process becomes an integral part of the business. This is very much important task in consultancy firms as well as services industry where lots of sales and marketing people are moving around the globe to meet business minds and grow their business. In large organizations there might be 100’s… Read More: Claims management process in CRM »
