Sage CRM Reporting tool is an important feature of Sage CRM which is used to create simple as well as Complex reports within Sage CRM. Reporting tool has proved to be flexible enough to combine or customize various features such as displaying charts in report content, grouping the data, sort the data and so on.… Read More »
Responsive Calendar List in Sage CRM itself has many inbuilt features which makes it an innovative as well as a user friendly feature on its own. We have explained many of its features in earlier blogs. One of them was ‘How to enable Export to Excel on Calendar List in Sage CRM’. Below is the… Read More »
Launch of Sage CRM 2018 R2 has come up with the new feature known as “Mass Delete” against Groups. You all must be aware of “Mass Update” and “Update Territory” functionality available against Group through which we can update specific data and territory of all records present against group respectively. In our previous blog, we… Read More »
Groups being a very important feature of Sage CRM can be used to get a list of details of CRM records like Lead details, companies or people. Groups can help to get all of the information needed in a format that can be exported to Excel, CSV or it can be used to create a… Read More »
We all are familiar with Sage CRM’s Reporting tool, which helps to give a clear picture of ongoing work in very efficient manner. Just like many other features of CRM, even Reporting tool has some of its inbuilt features such as various report output options, chart options, sorting or grouping of output data etc. Even… Read More »
SSA fields prove to be one of the most efficient feature of Sage CRM in terms of searching as well as storing data in CRM. These fields can be created for any standard or customized entity. With the help of SSA fields, users can search records through a full-fledged search screen available within the field… Read More »
In earlier blogs, we have explained to you many Screen Level and Field Level enhancements. But few days, one of the Sage CRM users from Sage Community reached us to understand how to add new fields at User Level in Sage CRM. So thought to make a note of the steps into this blog. New… Read More »
In Sage CRM while creating a record against a Company you must have noticed both Active and Inactive Company records are displayed in the SSA drop-down list. As displayed in below screenshot.In our blog we will provide a quick tip how you can exclude Inactive records from an SSA drop-down list by adding a short… Read More »
Notifications are a very powerful tool in Sage CRM. It can keep Sales and Management people aware of what’s moving in their Sales pipeline. Sage CRM has inbuilt functionality to either show on screen notifications or send out email notifications. There are 2 ways to do this, escalation rules or Quick notifications. New Stuff: Highlight Date… Read More »
We all know how we can add color to columns or rows of a list or grid using Sage CRM Api filterWhere condition. But if we notice carefully, a date field contains the value of Today or Tomorrow then it is displayed a “Today” or Tomorrow” in Sage CRM list/grid. So filterWhere condition cannot be… Read More »
