Category Archives: Display

Sage CRM 2021 R2: Word wrapping not supported

In Sage CRM, the customization section has supported various field types that could help in capturing or managing the customer data in an efficient way. The Administration section of Sage CRM not only allows to just use these fields but also make alterations such as change in caption, character limit, field size etc. Along with… Read More »

Sage CRM 2021 R2: UX improvements – Configuration of Quote/Order merge document names

Sage CRM’s Mail merge functionality is one of the well – known and most useful functionality for every Business. The ability to merge the transaction details onto a word or pdf document with just few clicks had made it the most prominent feature of Sage CRM. The provision to create numerous templates categorized on a… Read More »

Sage CRM 2021 R2: Change the appearance of Pipeline chart

Sage has come up with a new release of Sage CRM i.e., Sage CRM 2021 R2. As we know, every new version of Sage CRM come up with some new features that either enhances the functionality or the user interface to manage the Customer Relationship. It also helps in making the business processes smooth and… Read More »

On-screen notification is not visible in Sage CRM

In today’s competitive world, it is very necessary to stay aware of every possible lead that will boost your Business. To be on top of every aspect that will help in serving the Customers be it related to any new Sales or Service ticket, it is obligatory to get such a system that will not… Read More »

How to Add field-level help (ToolTips) by Configuration

Sage CRM’s Database Field properties has helped in capturing various data types of information on every entity’s form. The provisions to manage or control the max length, entry width of different entry types of fields has made CRM flexible and user friendly from user’s perspective. One thing that has been missing in CRM field’s is… Read More »

Display Email Address on Person SSA field in Sage CRM

As per native Sage CRM Person SSA field feature when a person is linked we can only see the Phone number associated with the person next to it. In this blog, we will explain how to set email address along with Person Name and Phone number in Person SSA field in Sage CRM using server… Read More »

Sage CRM 2021 R1: Documents & Reports Configuration Updates

With the release of Sage CRM 2021 R1, many additional features have been introduced by Sage. Most of these features belongs to the updations in the Administration section such as modifications in Advanced Customizations Wizard and Inline Customizations of Lists or Grids. Click to Dial links were also introduced through the same version. New Post:… Read More »

Change Display Field on list in Quick Find

What good is capturing and organizing all that customer data in, if you can’t find the right information when you need it? Sage CRM is one such application that helps in capturing, organizing as well as searching the information with ease. Every business user that works with CRM wants quick results while searching for data… Read More »