Category Archives: Communication

Integrate Sage CRM with Microsoft Office 365 Part-1

Sage CRM Integration with Microsoft Office 365 automates data synchronization between Sage CRM and Exchange server. Integration syncs appointments, tasks, and contacts from Sage CRM to Office 365 and vice-versa. Many companies are now moving to cloud-based email solutions and they have implemented Office 365 as an email system. When Sage CRM integrated with Classic… Read More »

Auto – complete tasks of a closed opportunity in Sage CRM

As we all know, Sage CRM’s Communications entity has not only helped to manage communication with the Customers but also internally within the application users. Another important feature is the ability to link these communications of any type i.e. Task, Appointments, or Email to the respective Sales or Service record of the Customer. This has… Read More »

Changing Sage CRM Default log on page for Mobile view

The use of mobile for any kind of activity is a very common thing now. People expect to get things done on their fingertips. The same principle applies to Sage CRM as well. There are two ways to access Sage CRM on your mobile. It has a dedicated mobile app and a mobile view. The… Read More »

Changing appointment color for a user in Team CRM calendar

Communication is an essential part of every business to maintain a good relationship with customers. Sage CRM provides Calendar functionality which is a powerful tool for keeping on top of customer relationships and closing deals. It helped to manage all communication-related activities with the help of appointments, tasks, etc. You can relate these appointments/tasks to… Read More »

Next and Previous button on Communication Summary screen

In Sage CRM, communication entity help to keep track of daily task, appointments and email which is being exchange within organization and outside as well. On communication tab we find list of communications for parent entity company,person,opportunity and cases etc. New Stuff: Error exporting reports to excel in CRM Part-7 Standard Communications list displayed below.… 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 »

Sage CRM – WhatsApp Integration for Ticketing Module

Along with the various features provided by Sage CRM, it has also been familiar for the various types of Notifications through which not only CRM Users but also the Customers can be notified about a series of actions recorded in Sage CRM. Email Notifications, on – screen notifications, SMS are some of the examples of… Read More »

Add Calendar control in Self Service Portal

The new Self Service Portal is taking Sage CRM to the next level. With the help of this portal you can provide your customers with anytime, anywhere access to resources and information. Customers can log into New Self Service portal and typically perform following tasks: View Account Information: They can view the cases logged through… 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 »

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 »