Category Archives: Communication

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 »

Changing the Default Status of Communications while loading Calendar in Sage CRM

Calendar is one of the effective and main feature available in Sage CRM. In the latest versions of CRM many new functionalities have been added. You can refer earlier blogs for calendar functionalities in Sage CRM. In this blog, we will be explaining how to change the default status of communications while loading the calendar… Read More »

Enabling secure email connection in Sage CRM

One of the powerful tool in business industry is Emailing. Sage CRM also provide emailing feature. Users can send or receive emails from CRM or they can even do Mass Mailing. One of the drawback of emailing in earlier version of Sage CRM is that CRM does not support TLS/SSL enabled connection. Means if you… Read More »

Unable to Upload File in Sage CRM

Managing Documents is one of the most useful and flexible feature within Sage CRM. The Documents tab serves as an interface to all documents and templates that are stored in the Sage CRM library. Users can link a copy of the merged document, attach a copy of a document generated outside Sage CRM to a record, can view merged… Read More »

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 »

“Merge Max Limit Exceeded” issue in MailChimp Integration

Email Marketing is one of the most effective marketing tool used to send bulk emails to Customers and prospects in business. Email Marketing is built-in feature available in Sage CRM. It easily allows to create Campaign list, email communications and send emails to Customers. With the release of Sage CRM 7.3, Mail Chimp integration has… Read More »