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 »
One of the best feature of Sage CRM is that users can view the records which he has recently visited with the help of Recent List option. Recent List is available for all standard entities like company, person, cases etc. as well as for custom entities. Default value for displaying records in recent list is… Read More »
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 »
Favorites feature in Sage CRM allows to add a record in the list of favorite records, so that it can be accessed easily. We can mark Primary as well as Custom entity records as favorite. Favorites feature will work for Custom entities created using Advanced Customization Wizard with no issues. But, for the Custom entities… Read More »
Sage CRM has inbuilt set of internal logging mechanisms which tracks all the activities performed in CRM as well as records the errors generated. These logs are mainly segregated into various types such as SQL logs, System logs, .Net logs etc. Apart from this, Sage CRM generate logs for the inbuilt services which are installed… Read More »
In Sage CRM, Component Manager allows Customizations done in one CRM to be saved and transfer it to another Sage CRM system. It enables Sage CRM developers to package and reuse implementation-specific customizations in future implementations. Also, it saves lots of time and efforts. It is available at Administration -> Customisation -> Component Manager as shown in below screenshot. New Stuff: Favourites… Read More »
Sage CRM’s Favourites feature allow users to mark all primary entities record as user’s favourite record and access them easily from user Favourites list. Users can also mark record from custom entities as Favourites. But have you ever have faced any error while accessing a Custom entity record from Favourites list? New Stuff: How to… Read More »
Sage CRM not only stores all information of Customers, Contacts and prospects, but also it is an important tool that can be used for E-Marketing. Email Marketing is one of the most powerful marketing tool which businesses have at their end. It allows users to send mass emails directly from the CRM database to contacts,… Read More »
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 »
In Sage CRM, Shared Documents tab is used to store corporate documents that can be accessed quickly whenever required. Only System administrators and Info managers with Document Library Rights can add or edit shared documents. One can add document in Shared documents tab by navigating through My CRM -> Shared Documents tab. But, what if… Read More »
