Searching for functionality to optimize the Location for Communication? Need to filter location for Communication based on Company selected? Solution: We have a tool which would add the functionality by which the user could get the list of locations against a particular company based on the company selected. This application fills the selection list for… Read More »
Want to schedule a phone call for particular contact? Need Phone Number? Solution: Now we have the solution which helps to auto populate the Person’s phone number on Communication screen when the Person is selected. With this you get the reference for a contact while on Communication screen without actually navigating to the Person screen.
Need an easy access to Opportunity from Communication screen? Want to create new Opportunity based on scheduled Communications? Solution: Now it is available in Sage CRM to create new Opportunity from Communication Screen. We have the solution which adds a new button named “New Opportunity” to Communication Screen. It helps the user to create new… Read More »
Want to see the List of Items Ordered by Particular Customer? Now it is Possible to see the list from Customer Summary screen Only. Solution: On Customer Summary Screen, there will be a custom button named “Previous Item Ordered”. By clicking on this button, a popup screen will be displayed, and in this pop-up screen… Read More »
Now it’s easy to generate invoices in ACCAPAC for the Cases like Opportunity, by just clicking on one button. Solution: We have a tool which adds a new button named “Create Invoices in ACCPAC” on the Case detail screen whenever Case statue is closed. When user clicks on this button, it automatically generates invoices in… Read More »
1. Would you like to create a new Case whenever any “Email In” action take place?2. Need to maintain auto generation of Cases in CRM? Yes, it is possible with our tool!! Solution:We have a workaround which can easily create a new Case for newly filed email in the Sage CRM. Also it automatically fetches… Read More »
Do you want to store large amount of information which is in the file storage? Need to attach a file in the Library of the Case entity from Case Summary Screen? If yes, Please have a look at this Solution:We are providing a tool, which provides a button say “Upload a File” after any case… Read More »
1. Admin going to change the structure of CRM system?2. No DataBase person available to take the backup of SageCRM? Dont Worry!! Admin himself can take the database backup through My CRM without any help of DataBase person. Solution:We have a tool which adds a New tab in My CRM panel of Admin user called… Read More »
Description:Normally in SageCRM user need to create each Line Item for each Product individually. Isnt’s it so much time consuming? Are you looking for a tool which will praise you with the freedom of entering multiple Line Items on single button click? We have a Solution:This tool will provide a editable grid on Line Item… Read More »
While creating any Communication, Opportunity and Leads, all People from SageCRM get listed even if the person is Inactive. Now, we can restrict the inactive persons from the Person Lists!!! Solution:While creating Communication, Lead, and Opportunity in CRM, those People would not be available under the list of Person field whose status is set to… Read More »
