Users do not “belong” to either profiles or territories. Profiles and Territories are set up to reflect the structure of your organization. Users are then assigned a profile and home territory depending on their position in the organization. Security Profile: A profile is a way of grouping users when defining access rights (View, Update, Insert… Read More »
Need to send the Recurring notification on the basis of some interval? (Like Birthday Alert)Admin wants to send just the on screen message or an email to the user? Don’t worry; we have a tool which will help you to handle this crucial kind situation.Just Need to set it once in Sage CRM and it… Read More »
Now in Sage CRM it is possible to arrange line item according to user preference which is useful whenever user want to send order. In Line item entry screen there will be option for entering line item Number as shown in the screen shot. After saving record it will display line item in the grid… Read More »
Do you have SSN or PAN number fields on your Person Entry screen? While Filling SSN field its very tedious to put the hyphens in betweeen Numbers at right place. We have a solution.We have written a script and user no need to worry about hyphens. User need to enter the number only and hyphens… Read More »
Do you have SSN or PAN number fields on your Person Entry screen? While Filling SSN field its very tedious to put the hyphens in betweeen Numbers at right place. We have a solution. We have written a script and user no need to worry about hyphens. User need to enter the number only and… Read More »
This functionality would provide user facility to track and creates orders against particular company. Currently as per the standard Sage CRM functionality, orders and their corresponding line items can be generated from with in Opportunity context. Using this component the generation of orders and their line items would be facilitated from with in company’s context.… Read More »
Need to enter multiple phone numbers for a Person? In a Standard Sage CRM, you can not enter more than 5 mobile numbers. Are you willing to enter more than 5 telephone numbers for your client? Solution: A new Tab will appear on Person Tab Group Named Custom Phone. When user will click on New… Read More »
Can you imagine the maintenance of time and expense spent by the user for the particular Communication in Sage CRM!!!! Yes, you can, we have a tool through which user can enter the entries for time spent and expense spent on the Communication. Solution:In the Communication screen, we have provided one button as shown in… Read More »
Are you willing to set the communications scheduling or Status of desired communications? Solution: We can add a new tab Under MYCRM named as “Update Communications”. This tab will show List of Communications. Also, we can provide a filter screen to list out the desired communication to be updated. We will provide an Update Communication… Read More »
Now in Sage CRM, it is possible to display details of the entity on mouse over. In communication entry screen after selecting a company or any entity, if anyone wants to see the information he can mouse over the company field and can view details without searching for those values. It is also possible for… Read More »
