Category Archives: Configuration

Display On screen notification to Team rather than specific User

In Sage CRM, there are a wide range of different functionalities available. One of the most useful feature in Sage CRM is Escalation Rules. By using the Escalation rule you can perform numerous actions within Sage CRM such as displaying On screen notifications for users, send emails to customers, set certain column value, reset column… Read More »

On-screen notification is not visible in Sage CRM

In today’s competitive world, it is very necessary to stay aware of every possible lead that will boost your Business. To be on top of every aspect that will help in serving the Customers be it related to any new Sales or Service ticket, it is obligatory to get such a system that will not… Read More »

Configure Quick Find to Exclude fields from Quick Find Search

We all are aware of the Quick Find feature of Sage CRM. Quick Find feature has made the search functionality very easy and flexible by enabling search on single-line text, email address, and URL fields within all the primary entities as well as on custom entity records at once. This feature is very useful when… Read More »

Sage CRM 2021 R1: Documents & Reports Configuration Updates

With the release of Sage CRM 2021 R1, many additional features have been introduced by Sage. Most of these features belongs to the updations in the Administration section such as modifications in Advanced Customizations Wizard and Inline Customizations of Lists or Grids. Click to Dial links were also introduced through the same version. New Post:… Read More »

Change Display Field on list in Quick Find

What good is capturing and organizing all that customer data in, if you can’t find the right information when you need it? Sage CRM is one such application that helps in capturing, organizing as well as searching the information with ease. Every business user that works with CRM wants quick results while searching for data… Read More »

Sage CRM 2021 R1: Inline customization of Lists and Grids

As you all must be aware, Sage CRM 2021 R1 has come up with many interesting features related to Configurations, Security and Network related functionalities which has improved the reliability of Sage CRM to a greater extent as compared to previous versions. In our previous blog, we explored the ‘Click to Dial Links’ feature of… Read More »

Sage CRM 2021 R1: Click to Dial Links

With the latest release of Sage CRM i.e. Sage CRM 2021 R1, many exciting features have been introduced that has helped to manage the Customer Relationship and other business process in a smooth and trouble – free manner. Sage CRM 2021 R1 provides the following new features and enhancements: Support for OAuth 2.0 Click to… Read More »