In Sage CRM, one can easily understand which user has been logged into CRM from My CRM tab. New Stuff: “Send to MailChimp” button in Sage CRM 2017 Generally, when users logged into Sage CRM, browser shows current Sage CRM tab name. For example, if user’s landing page is Calendar then browser tab will show the… Read More: Display Logged in User Name on browser tab within Sage… »
MailChimp feature has been introduced within Sage CRM 2017. Using MailChimp emails can be sent to group of people on a single click. New Stuff: Showing Last Updated By And Updated Date Time In Company Top Content Our implementation team was working on MailChimp configuration and came across a scenario that Send to MailChimp button was… Read More: “Send to MailChimp” button in Sage CRM 2017 »
Recently on the community forums, we came across a question where the user wanted to show the name of the user and Date Time when the data was modified. Read on to see how it can be done. New Stuff: Favourite feature in CRM2017 R2 Steps to Add Type field are as follows:- Log into Sage… Read More: Showing Last Updated By And Updated Date Time In Company… »
In Sage CRM 2017 lots exciting features has been added. In this blog, we are going to explain “Favorites” feature which will help you to add important statistics or facts into one bucket as you can store into Favorites bar of IE/Google Chrome browsers. New Stuff: Customizing the Date field using JQuery in Sage CRM This… Read More: "Favourite" feature in CRM2017 R2 »
In Sage CRM Preferences tab is enabled for everyone and individual user can have control over the way the information needs to be displayed. User can set the display of information to better suit the way they work. Example, for sales representative user, their main interest is probably the status of existing opportunities. Using the… Read More: Allow users to edit additional user preferences options on their… »
Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. Sometime it becomes difficult to manually update each Territory security profile rights. But there is an inbuilt feature in Sage CRM where you can Mass update all Parent territories, Security profile and also there sibling territories… Read More: Add Profile rights for User's Parent territories and their Sibling… »
In Sage CRM, wherever there is multiline text field added on a list, for display purpose CRM will truncate its text and show it up to reasonable size. In this case, User won’t be able to read the whole text at a glance. To overcome this, we can add tooltip within grid and read whole… Read More: Tooltip within Sage CRM Grid »
Each application have a backend (SQL, Oracle etc.). A database is a collection of information that is organized so that it can easily be accessed, managed and updated. In Sage CRM different tables are available, each table contains different data information. Tables are nothing but the collection of rows and columns as we already know.… Read More: Role of “CRMEmailPhoneData” table in Sage CRM »
With the latest release of Sage CRM2017 R1, Sage has introduced new feature which offers extra features to improve Sales, marketing and Customer Service. New Stuff: Shortcut link on Company Find screen to create Opportunity, Communication and Cases against particular Company Sage CRM 2017 R1 has the following new features and updates: Updated top bar-… Read More: New Features in Sage CRM 2017 R1 »
We all know that we can perform various functionalities with grid using Sage CRM client side API, there are various Methods and Properties which are provided for Grid Manipulation. Within grid we can easily change the link of cell or change the color of cell or remove hyperlink of any column and include many other… Read More: Sage CRM Grid Manipulation »
