Description:As per Sage CRM standard only one Person can be linked with the lead which gets created as a primary contact person for a company (is creating a new company) once the lead gets converted to an opportunity. Now, want to add multiple persons to a lead!! Solution:We can allow the Sage CRM Users to… Read More »
Description:You can use the standard Person Search screen to find the persons in the Sage CRM.Now want to display list of persons from MY CRM with filtration criteria on Title Code & Status field!!! Solution:We have a new Tab under My CRM where we will have the filtration criteria for Title Code& Status field. Based… Read More »
Description:You can use the standard Person Search screen to find the persons in the Sage CRM.Now want to display list of persons from MY CRM with filtration criteria on Title Code & Status field!!! Solution:We have a new Tab under My CRM where we will have the filtration criteria for Title Code& Status field. Based… Read More »
Description It is really difficult to identify the type of customer in one glance at record? What if we color the Records depends upon their types? Suppose you are having multiple company records of various types like Vendor, Customer, Partner and so on. But while going through the record there is no strong indication for… Read More »
Description: Its too time consuming to Go New Company Record first and then Select its type. Want to segregate find/create new companies options depend upon their Types from Main Menu? Solution: We have developed this, so a user will get individual New/ Find options on Left Panel of Main Menu according to different types of… Read More »
Description:Have you seen the option of New Company and New Person on New Opportunity screen? While creating a new Opportunity we can create a New Company as well as New Person for that particular Opportunity. What shall we do if we need same functionality for any custom entity? Solution.We have developed a application so user… Read More »
