Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view his Tasks, Opportunities through Dashboards. In this blog, we will explain how user can view his ongoing Opportunities in an Interactive Dashboard. New Stuff: How to control Email Forward and Reply Translations Below are the… Read More »
Sage CRM Entity Top Content screens are used to give quick overview of an entity without actually having to drill down to field level. One of my colleague asked to if the font size of the fields which are in top content can be increased. Well, the answer is yes. In this blog, we will… Read More »
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. New Stuff: What’s New – GUMU integration is now compatible with Sage 100 2016 In this blog, we will be explaining how to create simple Sage CRM report to display… Read More »
In our earlier post, we had explained how to display Sage 300 Customer Document History in Sage CRM Self-service. https://www.greytrix.com/blogs/sagecrm/2016/02/22/display-sage-300-customer-document-history-in-sage-crm-self-service/ In this blog, we will explain you how Customer Aging can be displayed in Sage CRM Self-service. New Stuff: What’s New – GUMU integration is now compatible with Sage 100 2016 In Sage CRM, Customer… Read More »
Sage CRM Self-service access can be given to Customer to view data related to him. Self-service by default shows Customer Cases, Opportunity etc. Recently one of our Implementation team member asked us our development team if they can display Document History of Customer in Self-service and answer is yes, it can be displayed. New Stuff: Apply… Read More »
Sage has introduced inbuilt Client Side API from Sage CRM v7.2 onwards. In this blog post, we will explain how styles can be applied to Sage CRM fields by client side API. New Stuff: Restrict Users to create order if Credit Limit is exceeded Let’s consider that you want to apply style for the fields… Read More »
In earlier posts, we had explained how Interactive Dashboards can be used within Sage CRM and perform daily tasks in well-organized manner. New Stuff: Restrict Inactive Companies & Contacts when Adding a New Case Suppose System Administrator wants to perform certain activity in Sage CRM without disturbing any users. Then he can view how many… Read More »
Sage CRM provides your customer care team with the ability to record customer inquiries/incidents. Few days back, we come up with requirement to restrict to display only Active Companies & Contacts to be displayed in Company and Person fields of Case Web Picker screen. New Stuff: Report Category Access to particular users in Sage CRM Now,… Read More »
Reporting is very essential in any business process as it gives clear picture of ongoing work in an efficient manner. Sage CRM also provides Reporting feature and security structure. New Stuff: Sage CRM and Sage 300 ERP Integration Part-3 In Report section, you can see many Reports Category are available and each Report Category will… Read More »
The mass update function allows you to simultaneously update same fields in selected records within a group. Consider if one of Sales Person is left from Organization and System Administrator wanted to assign all of his Customers, Contacts to new Sales Person, then Sage CRM Mass Update function can be used effectively. New Stuff: How to Remove Report Category from… Read More »
