Sage CRM had released their new version of CRM i.e. Sage CRM 2019 R1. With the release of Sage CRM 2019 R1 new features and enhancements are made available in few areas. One small amendment is done within the Groups made in CRM. New Stuff: Unable to Upload File in Sage CRM In earlier versions of… 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 »
We have been writing a lot about Sage CRM 2018 R3 version’s features and Responsive Calendar list. In this blog, we will be explaining one more feature of Responsive calendar list wherein you can group the data based on any respective column just like Reports. New Stuff: “Merge Max Limit Exceeded” issue in MailChimp Integration From… Read More »
Email Marketing is one of the most effective marketing tool used to send bulk emails to Customers and prospects in business. Email Marketing is built-in feature available in Sage CRM. It easily allows to create Campaign list, email communications and send emails to Customers. With the release of Sage CRM 7.3, Mail Chimp integration has… 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 »
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 »
