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: Uploading a Case related files in Sage CRM »
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: SQL DataBase Backup Through My CRM »
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: Multiple Line Items entry on Single Button Click »
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: Restrics Inactive Person to be selected for Communication, Opportunity and… »
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: Link multiple Person to a Lead in Sage CRM. »
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: Display List of Persons in MY CRM with Filtration criteria… »
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: Display List of Persons in MY CRM with Filtration criteria… »
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: Change the Color of Fields depends upon Type. »
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: Individual Find/New option for different type of companies in Main… »
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: Create New Company on runtime while entering a new record… »
