Category Archives: Appointent

Create Communications (Appointments/Task) on Sage CRM Mobile Apps

As we all know that we can access Sage CRM through mobile using an external URL. However, in Sage CRM desktop application you can distinguish two types of communication (Appointment and Task) using New Task or New Appointment buttons.  But in the mobile application, there is only one button to create i.e. via New Communication.… Read More »

How to enable Export to PDF on Calendar List in Sage CRM?

Responsive Calendar List in Sage CRM itself has many inbuilt features which makes it an innovative as well as a user friendly feature on its own. We have explained many of its features in earlier blogs. One of them was ‘How to enable Export to Excel on Calendar List in Sage CRM’. Below is the… Read More »

Showing All Communications in Calendar List of Sage CRM 2018 R3

In the latest version of Sage CRM 2018 R3, many new functionalities are been added to it. We all are aware of the Calendar List functionality been introduced in Sage CRM 2018 R3. Calendar List allows us to view Communications created for a User in a more easy and responsive manner. It also allows sorting… Read More »

Easy to Use Calendar with Sage CRM 2018 R3

We have already been writing about the new features launched with the release of Sage CRM 2018. Along with the many new updates, feature enhancements and streamlined capabilities of CRM; they have introduced a major enhancement for the rigid and confusing calendar feature of the older version. Sage has completely redone the calendar’s look, feel,… Read More »

How to enable Export to Excel on Calendar List in Sage CRM?

We all are familiar with the latest feature introduced in Sage CRM 2018 i.e. Responsive Calendar list. With the help of Responsive Calendar list, users can view all the communication records in a list; where he can sort, filter, edit, or delete calendar items from the list itself. New Stuff: Sage CRM 2018 R3: Create a… Read More »

Hide Follow-up fields from the Communication screen in Sage CRM

JavaScript or say Client side API has always been useful to make customizations in Sage CRM. Be it hide and show of the fields, adding or removal of buttons and so on. But have you ever tried to remove or hide those fields, which are visible on screen but not available at database level for… Read More »

Control users to create Appointments in Sage CRM

Sage CRM allows us to customize entry of data in a secured manner. Data security can be provided at various levels for an entity. In this blog, we will explain how security can be applied to control entry of appointments in Sage CRM. New Stuff: What if user is locked out in Sage CRM? Entry… Read More »

Interactive Dashboards to help day to day CRM tasks

Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution… Read More »

Installing Outlook integration with SageCRM 7.2

This is in continuation with the chain blog we are posting on SageCRM Outlook integration. In previous blog we discussed the limitations to file number of email at one go. Refer the link added below. In this blog I will explain how to install and verify the Outlook Integration with SageCRM 7.2. Also Read – Outlook integration – Limit… Read More »

Date fields in task and appointment

I see most of the new users/developers training on SageCRM face this question while they work on Appointments and Tasks module. In sage CRM logic used for “Comm_DateTime” and “Comm_ToDateTime” field in Tasks/Appointment is bit difficult to understand. Developers don’t understand how the validation of date range occurs. Here I will explain you how the… Read More »