It is possible to customize Sage CRM in different ways, to meet user requirement. There are many customization option in Administration. So in this Blog we are going to see how to create a secondary Entity for Standards Entity. Sometime if organization is using Opportunity entity to store all of their Projects in Sage CRM. It… Read More »
In our earlier blog we had explain how to enable old calendar in latest version of Sage CRM. Refer below blog for more details:Enable old Calendar tab in Sage CRM 2018 R3 In this blog, we will see how we can switch between Calendar View to List View. Recently from one of our client and… Read More »
Sage CRM has always been flexible enough to modify the look and feel of screens, lists, or grids. With the help of Standard CRM methods in combination with Client-side API, implementers can easily make such modifications to achieve business requirements. You can refer to our below post wherein we have explained part 1 of this… Read More »
In our previous blog, we have explained how to enable exchange Integration in Sage CRM and set up Application Impersonation in Office 365. In this blog, we will explain configuration settings within Sage CRM. Related Post: Integrate Sage CRM with Microsoft Office 365 Part-1 Connect Exchange Server through Sage CRM: Log in to Sage CRM.… Read More »
Sage CRM Integration with Microsoft Office 365 automates data synchronization between Sage CRM and Exchange server. Integration syncs appointments, tasks, and contacts from Sage CRM to Office 365 and vice-versa. Many companies are now moving to cloud-based email solutions and they have implemented Office 365 as an email system. When Sage CRM integrated with Classic… Read More »
Everyone who has worked with Sage CRM must be aware of Tomcat service installed with it and the various features of CRM such as Dashboards, Calendar, Mail merge, Documents upload or Export to excel that are dependent on this single service. However, many of us must have encountered issues with these functionalities at least once… Read More »
Quotes are the important aspect in any business, hence forth Sage CRM provides functionalities to handle them effectively and efficiently as well. One of those many feature is converting or promoting quote to order. New Stuff: Display Selection field value as an Icon using Client Side API In Sage CRM there is a button on… Read More »
Recently in the community forum there was an requirement, where user wanted to show reference no of Case, Order or Quote in a single line instead of it being displayed in two separate lines. This can be easily achieve by writing simple jquery code. In this blog we will see how to achieve the same.… Read More »
In our many blog we have discussed how to resolve numerous errors occurred due to some missing configuration in Internet Information Service (IIS) Manager. Hence in our blog we will discussing on the required configuration related to IIS for successful Sage CRM installation. New Stuff: Changing Sage CRM Default log on page for Mobile view… Read More »
We all are aware that we can hide a field using Client side API or Javascript and Jquery. But what if we want to avoid scripting language and do this using standard code and standard functionality of SAGE CRM. On doing some investigation we came across a code wherein we can hide the field by… Read More »