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 »
Sage CRM has extensively focused on the UI/UX improvements through the release of the new versions. The various types of Fields available within Sage CRM Administration has helped to manage/limit the data inputs to a specific format. Limiting the number of characters to be inputted, Accepting only Date values, accepting only integer values, setting default… Read More »
Along with the various features provided by Sage CRM, it has also been familiar for the various types of Notifications through which not only CRM Users but also the Customers can be notified about a series of actions recorded in Sage CRM. Email Notifications, on – screen notifications, SMS are some of the examples of… Read More »
Sage CRM has never failed to amaze us with various exciting features, be it related to new functionalities or user interface. The ease in adapting changes with few steps of configurations is a value added advantage of Sage CRM. In this blog, we will explain how we adapted changes in Notification list of CRM. New… Read More »
Sage CRM has proved to be very much flexible when it comes to accommodating customizations as per the business needs. Recently we came across a requirement, where the Client was not only interested in getting the access to the records assigned to a particular user but also in getting a proper view of all the… Read More »
In Sage CRM, Component Manager allows Customizations done in one CRM to be saved and transfer it to another Sage CRM system. It enables Sage CRM developers to package and reuse implementation-specific customizations in future implementations. Also, it saves lots of time and efforts. It is available at Administration -> Customisation -> Component Manager as shown in below screenshot. New Stuff: Favourites… Read More »
Notifications are a very powerful tool in Sage CRM. It can keep Sales and Management people aware of what’s moving in their Sales pipeline. Sage CRM has inbuilt functionality to either show on screen notifications or send out email notifications. There are 2 ways to do this, escalation rules or Quick notifications. New Stuff: Highlight Date… 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 »
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 »