Favorites feature in Sage CRM allows to add a record in the list of favorite records, so that it can be accessed easily. We can mark Primary as well as Custom entity records as favorite. Favorites feature will work for Custom entities created using Advanced Customization Wizard with no issues. But, for the Custom entities… Read More »
Sage CRM’s Favourites feature allow users to mark all primary entities record as user’s favourite record and access them easily from user Favourites list. Users can also mark record from custom entities as Favourites. But have you ever have faced any error while accessing a Custom entity record from Favourites list? New Stuff: How to… Read More »
SSA fields prove to be one of the most efficient feature of Sage CRM in terms of searching as well as storing data in CRM. These fields can be created for any standard or customized entity. With the help of SSA fields, users can search records through a full-fledged search screen available within the field… Read More »
One more feature of SAGE CRM 2017! We are much aware about the searching mechanism in the new release i.e. Quick Find Functionality. It can search the connected data across all entities at once by using single keyword. We had seen that we can exclude an entity from this mechanism. But actually, not only an… Read More »
Sage CRM’s System Settings menu helps the Admin user to manage fundamental settings of CRM application which helps to cope with the behavioral changes in the application. One such feature of CRM is Locking the System. This option provides a way to log all users except the System Administrator out of the system when essential… Read More »
For every business, communication is the most important aspect that needs to be managed appropriately. As you all know, Sage CRM has helped to manage all the business related chores such as maintaining Customer database, managing Enquires and Opportunities of these customers, logging of service tickets, and scheduling appointments and so on. The communication records… Read More »
In previous blog, we have seen that how we can call stored procedure from workflow action. Now, I will explain you, how we can use the same feature to generate Unique Reference Number for other entities like Case, Quote or Order. New Stuff: How to enable Export to Excel on Calendar List in Sage CRM? We… Read More »
Sage CRM provides System administrator with easy ways to add or remove fields from the system. Every screen and list in CRM draws its data from the views which are based on the SQL tables linked to a particular entity. Thus whenever a user needs to add a field belonging to a different entity, he… Read More »
In Integrated system of Sage CRM with Sage 300 ERP, allows users to access real time information. By synchronization of tables and database of Sage 300 ERP. We can view all the orders as well as create order from CRM. New Stuff: One Time Processes for GUMU™ Sage CRM – Sage 500 integration While doing customization… Read More »
While doing the User Acceptance Test (UAT) with customer, he requested us to freeze the tab group whenever users move screen in upward and downward direction. Here, we are talking about the several tabs shown on summary record of lead, company, Opportunities, etc. See below screenshot. To make this working, below is the script which… Read More »