Category Archives: Administrator

Define multiple Default Values in a multi-select field in Sage CRM

Sage CRM has extensively focused on the UI/UX improvements through the release of the new versions. The various types of Fields available within Sage CRM Administration has helped to manage/limit the data inputs to a specific format. Limiting the number of characters to be inputted, Accepting only Date values, accepting only integer values, setting default… Read More »

Sage CRM’s Data loading issue on Mobile browser

Sage CRM Mobile allows you to work online using a web browser on any mobile device, such as a smartphone or tablet. Each device has a string of text, called a user agent that describes the device to Sage CRM. The user agent contains the version of browser and operating system that’s on the device. Sage CRM interprets the user… Read More »

How to customize Grid’s column header caption in Sage CRM on runtime?

The Grid or List in Sage CRM allows user to view the multiple records on a single page. Sage CRM also allows Users to personalize the settings i.e. chose the number of records they wish to see in the list; from the Preferences tab. Besides this, these lists can be customized to a greater extent… Read More »

Duplicate records created while progressing Custom Entity workflow

Workflow plays a vital role in Sage CRM. Designing and implementing business process in CRM in order to let the same process flow to be followed as it was out of the system, is easily achieved in Sage CRM. Another advantage is the provision to not only create Custom entities in CRM but also apply… Read More »

How to customize Grid’s column header caption in Sage CRM on runtime?

The Grid or List in Sage CRM allows user to view the multiple records on a single page. Sage CRM also allows Users to personalize the settings i.e. chose the number of records they wish to see in the list; from the Preferences tab. Besides this, these lists can be customized to a greater extent… Read More »

Sage CRM 2018 R3: Issue while exporting report to XLSX

Sage CRM’s reporting tool has helped to get a clear picture of all the work data in a very efficient way. Users can either fetch all the data at once or apply various criteria such as date, company, or stage of the record to get the data in an appropriate manner. Different report display options… Read More »

Changing the Default Status of Communication while filing inbound Emails in SAGE CRM

One of the best feature available in Sage CRM is Email functionality. Sage CRM Email Integration allows users to send and receive emails directly in CRM by configuring SMTP and POP details in CRM. Users can then easily process these emails by taking necessary actions such as logging a Ticket, creating an enquiry or so… Read More »

Issue with Lead’s “Add or Find this Company” feature in Sage CRM 2018 R3

Leads, one of the basic component of Sage CRM‘s Sales Module; represents the unqualified/raw information but important details when thought as a new prospect or a new deal for the organization. Sage CRM have Lead module designed in such a way that it exists outside the context of a person or company entity. This is… Read More »

Sage CRM – Sage 300 v2018 integration tips

A new version of the integration component has been introduced to integrate Sage CRM and Sage 300 v2018 onward. This new integration has a much simpler architecture and is simpler in terms of setup compared to the old integration. New Stuff: Solution for Running Reports in Sage CRM However, in the new version, Sage 300… Read More »

Error in Move Territory functionality in Sage CRM

Sage CRM has inbuilt powerful Security mechanism known as “Territories”. By setting territories in Sage CRM, we can restrict one user from accessing records of another user belonging to different territory. Territory field is available on Main entities. A territory can be defined geographically, by product area or by any other criteria. New Stuff: Increase… Read More »