Category Archives: Sage CRM 2018

Attach Multiple Documents in Sage CRM against any entity

For every Business sector, apart from managing and maintaining Customer demographics and other service information; Library management also plays a vital role. Sage CRM’s inbuilt Library management feature has helped the organization to maintain the documents related to any of the entities such as Customer, Opportunity, Cases etc. The ability of storing Documents from and… Read More »

Restrict Users from accessing Document of Different territory

In today’s world, where maintaining and managing details within a system is a must from automation point of view; documenting necessary stuff is also very important on another hand. While working in an organization, at one point there is always a need of storing company documents in a safe place. Every business has its own… Read More »

Modify Consent Response URL in Sage CRM

A business needs to send Marketing emails to client to grow their commercial. Some of them need to store the consent received from client whether they are interested in receiving such marketing emails or not. Need of storing consent is required based on the privacy laws of your region. With the release of Sage CRM… Read More »

Display the Email’s Actual Received Date in Sage CRM

We are all aware of the Sage CRM‘s Communications module and the various features that are readily available to manage and maintain the Customer relationship. The flexibility of managing not only external communication activities with Customers but also utilizing the system in managing the internal communication with CRM users of the organization has made the… Read More »

Merge one or More Templates while sending email in Sage CRM

Communication is an integral part of any Business to manage and maintain Customer relationship. Sage CRM’s Communication module has made it an utmost priority to help the users record and manage communication activities from and within CRM with an ease. Not only with the Customers but the communication module has helped the users to communicate… Read More »

Customizable Report Graphs in Sage CRM

Sage CRM has proved its efficiency and reliability in managing the Customer relationship with many prominent features. Not just with the data management but even the various outputs to fetch these data help in projecting the profits and analyzing the business revenue effortlessly. Sage CRM’s reporting feature has always been proved helpful to view the… Read More »

Disable find screen Hyperlink on recent List of Sage CRM

In today’s rapidly growing world of technology, people tend to look out for features within a system that would help with the output with less number of actions and a quick response time. The bigger the process flow to get a desired output, the more the time consumed. By keeping the main focus on this… Read More »