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: Create New Opportunity from Communication Screen »
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: Display lists of Items ordered by particular Customer. »
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: Generate Invoices in ACCPAC ERP For CASE »
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: Auto Generation of Cases in Sage CRM after Email In »
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… »
