Category Archives: Configuration

Enhancements to Notification list in Sage CRM

Sage CRM has never failed to amaze us with various exciting features, be it related to new functionalities or user interface. The ease in adapting changes with few steps of configurations is a value added advantage of Sage CRM. In this blog, we will explain how we adapted changes in Notification list of CRM. New… Read More »

Sage CRM 2018 R3: Issue while exporting report to XLSX

Sage CRM’s reporting tool has helped to get a clear picture of all the work data in a very efficient way. Users can either fetch all the data at once or apply various criteria such as date, company, or stage of the record to get the data in an appropriate manner. Different report display options… Read More »

Auto Logout User In Sage CRM

One of the scenarios in Sage CRM is that after some time the user is automatically logged out or kick out to the Login screen in Sage CRM. As we know Sage CRM is providing multiple configurations inside itself to handle some features. So the solution to that scenario is already in the Sage CRM… Read More »

Incorporate Export Functionality in New Self Service Portal

We all know that new Self Service portal is fully responsive in design and this will provide much better user experience to customers. The beauty of this tool is, it is designed in such a way that you can easily control and customize the user interface and incorporate essential functionality as per your business needs.… Read More »

Set Date Format in New Self Service Portal

Sage CRM Self Service portal is designed in such a way that we can use the Sage CRM user interface and customize it as per the requirement. Its access can be given to customer so that they can stay updated with their cases, leads, tasks or other information which we want to share with them.… 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 »

Error in Move Territory functionality in Sage CRM

Sage CRM has 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 entities. A territory can be defined geographically, by product area or by any other criteria. New Stuff: Increase… Read More »

Increase width of Quick Find Results drop down in Sage CRM

Sage CRM’s Quick find allows users to search for key terms across single-line text, email address, and URL fields on all company, people, case, opportunity, lead, solution, communication, order, quote, and custom entity records at once. Since the Quick find helps with the results from various entities; many a time’s users face the situations where… Read More »

Error while sending group to MailChimp in Sage CRM

MailChimp is one of the effective email marketing tool available in sage CRM, through which you can send bulk of emails to your customers/prospects just by creating various marketing campaign in CRM. The results from the campaign are shown within Sage CRM and you can see various statistics like how many people opened the email… Read More »