Category Archives: Codeless

Group by column in calendar List – Sage CRM 2018 R3

We have been writing a lot about Sage CRM 2018 R3 version’s features and Responsive Calendar list. In this blog, we will be explaining one more feature of Responsive calendar list wherein you can group the data based on any respective column just like Reports. New Stuff: “Merge Max Limit Exceeded” issue in MailChimp Integration From… Read More »

Change Field Caption Codeless based on User in Sage CRM

Over the time, Sage CRM has proved very beneficial and profitable in terms of managing Customer information as well as incorporating their Business process. Many a times, Sage CRM’s vanilla system itself suffice Customer’s requirements and the business process. But even in such cases, few field and screen level tweaks are easily configurable. Recently, we… Read More »

Error exporting reports to excel in CRM part-6

“Error exporting reports to excel” or “The Dashboard has experienced a problem. Please contact your System Administrator.” are the dreadful errors ever faced in Sage CRM. Although, there have been a knowledgebase in order to tackle these issues; causes of the error differs in its own way. New Stuff: Display 3 Line Menu Feature in SAGE… Read More »

Display 3 Line Menu Feature in SAGE CRM 2018 R2

With the release of Sage CRM 2018 R2, some of the coolest features of screen calibration were announced. One of these feature includes “Display three-line menu”. New Stuff: Masking Email and Phone Number in SAGE CRM Display 3 Line Menu option has helped optimizing the Main Menu for long item names and narrow screens. Users can… Read More »

Populating Default Date Field Values

Date fields have been a challenging and sometimes a difficult task to work with in Sage CRM. Client side scripts and JQuery has although taken up customizations to a higher level, it does requires to write a few lines of codes/functions in order to customize the Date field’s functional behavior. New Post: Generate Unique Reference Number… Read More »

Diagnose System Health in Sage CRM 2017 R2 – Part 1

Along with being a helpful & easy to manage and track Business growth and Customer relationships platform, Sage CRM’s features are also reliable on many other System configurations for smooth functioning. New Stuff: “Quick Find” Functionality in SAGE CRM 2018 R1 Earlier, if any of the Standard functionality failed; Admin user had to check every… Read More »

Hide Merge to PDF option from New Menu in Sage CRM

As you know, Sage CRM 7.3 came with a feature of creating PDF merged documents. You can create PDF merged documents using “Merge To PDF” option available in New Menu. Also, you can do the same from workflow also. Please refer below blog link for the same. Related Post: Merge to PDF through workflow in Sage… Read More »

Sage CRM 7.3 SP3 Enhancement

With the introduction of latest Sage CRM 7.3 patch i.e. SP3 they have come up with great enhancements in terms of UI/UX which has increased user experience. New Stuff: Display Distinctive Records in Reports Let’s see each of them in this blog. 1. Navigation Bar: The navigation bar is now more fit to screen and has… Read More »

Set Custom Lead Workflow while using Web to Lead

We all know that SAGE CRM allows us to create web forms for collecting Lead Information. The enquiries captured from web portal are then available in CRM, thereby enabling the standard workflow automatically. But what if you want to set customized workflow rather than standard one? Does it gets set by default? New Stuff: How to… Read More »

Restrict Users from applying discount to entire Quote and Order

As we know, Sales process is driven with the help of Lead, Opportunity, Quotes and Orders. And, to generate quotes and orders, we link the products and their prices in Quotes and Orders tab against Opportunity. This Quotes and Order functionality also comes with a feature wherein we can apply discount to an entire order… Read More »