Sage CRM has an easy reporting tool that allows you to create a new report or edit the existing one. We can add different types of graphs in a report which will be beneficial to view the report data in Graphical format. These reports can be added into the Dashboard also so that users can… Read More »
Sales Module of Sage CRM comprises of various different entities such as Opportunity, Quotes, Orders, and Forecast etc. One of the major element of these entities is the Currency value. Since every country has its own Base Currency, Business or Sales done in these different territories must have to be dealt with its respective currency… Read More »
Date Preferences: A Date is made of three elements namely Month, Date and Year and we can set combinations depending on country to have a date format. Example MM/DD/YY. Sage CRM has different date formats which user can set for his own instance in User Preferences. Once user selects date format, all the date fields… Read More »
With the availability of the demo data option at the time of installation it becomes easier to prepare demo systems on the fly. We can just install the demo data and showcase full-fledged functionality of Sage CRM in no time. New Stuff: Some facts about Metadata Refresh Once my presale guy was preparing demo system… Read More »
Every country has its own Currency. Businesses that sell products in different territories may need to capture all those currencies as well. Also they may want to see the reports in their own currency as base. New Stuff: Limit number of characters in Sage CRM fields In Sage CRM we can configure multiple currencies, conversion… Read More »
Some days ago I came across this interesting topic on Sage CRM community site hence thought I would share the same with my reader here. In today’s business world, along with managing the work every person wants to stay updated with the currency rates. Sage CRM does support multiple currencies, but updating exchange rates used… Read More »
Customizing Quotes/Orders entities might seem bit complex stuff when we have multicurrency settings done in CRM. You have the feature in CRM to enable the multicurrency support from Administration || Data Management || Currency. Even though you enable multiple currencies, you won’t be able to see them all under the currency dropdowns on Quotes/Orders entities. To… Read More »