Category Archives: Configuration

Sage CRM 2022 R1 UX improvements – Update territory in Opportunity, Case, Lead Groups

Sage CRM is very flexible to manage or incorporate different type of scenarios as per the business needs. It has an 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… Read More »

Sage CRM 2022 R1 – Automatically refresh calendar and calendar list

One of the most effective features available in the Sage CRM is Calendar and widely used feature as well. Sage CRM’s Calendar tab helps the users to manage communications i.e. appointments and tasks such as taking a follow-up from the customer, sending an email, scheduling a call, etc. We have already written about the new… Read More »

Sage CRM 2022 R1: Insert email signature into replies and forwards

Sage has announced the latest release of Sage CRM i.e., Sage CRM 2022 R1.  The changes in Sage CRM 2022 R1 have been focused on improvements to the experience in Deployment and Administration. As we know every new version of Sage CRM is coming with many new features as well as enhancements that help to… Read More »

Sage CRM 2022 R1: Mass delete communications

Sage announced the latest release of Sage CRM i.e., Sage CRM 2022 R1.  Each release has a different focus within the overall roadmap. The changes in Sage CRM 2022 R1 have been focused on improvements to the experience in Deployment and Administration. As we know every new version of Sage CRM is coming with many… Read More »

On-screen notification when inbound Email is not working

One of the most widely used features in Sage CRM is Email functionality. Sage CRM’s Email functionality helps in managing both the inbound and outbound communications with ease entirely within CRM. Sage CRM Email allows users to send and receive emails directly in CRM by configuring SMTP and POP details in CRM. Users can then… Read More »

Set Workflow for Quotes and Orders in Sage CRM

In Sage CRM, workflow automates business processes using a predefined set of business rules and actions. In a business, if two or more teams are working on a project and they have to see the progress of project then this can be defined with the various actions in the workflow. For e.g. Sales team have… Read More »

Easiest way to filter Custom list By Context Id in Entity’s List Page

Sage CRM has its own .NET API (Application Programming Interface) that allows a developer to extend Sage CRM functionality by creating and using .NET DLLs (Dynamic Link Libraries). Developers can add references of DLLs from and within Sage CRM and thus call methods exposed by the DLLs to perform certain actions. The Sage CRM .NET… Read More »

Modify view of Summary List Gadget with Icon Gadget in Sage CRM

Sage CRM dashboard is an enterprise application (EA) interface used for the monitoring of business and sales opportunities, processes and performance. A CRM dashboard provides real-time business event snapshots, which are used to measure and develop analytics for business reporting. Sage CRM dashboards facilitate comparative business analysis through the capturing of data and related Web-based… Read More »

Sage CRM 2021 R2: Wait Cursor or Spinner loading Error

As you all are aware that every time Sage CRM releases new versions with new features which enhances the credibility of Sage CRM. Now, with the release of Sage CRM 2021 R2, new features and great enhancements has been introduced in Sage CRM in terms of UI/UX as well as in terms of functionality which… Read More »