Category Archives: Document

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 »

Deselect Create Communication during Mail Merge in Sage CRM

Sage CRM’s Mail Merge functionality is well known for merging all the details of CRM records into the Word or PDF documents. Mail Merge being a server – side process, doesn’t make it obligatory for the client machine to get Microsoft Word installed to perform mail merge. The merge process is cross-browser compatible which simply… Read More »

Attach Multiple Documents in Sage CRM against any entity

For every Business sector, apart from managing and maintaining Customer demographics and other service information; Library management also plays a vital role. Sage CRM’s inbuilt Library management feature has helped the organization to maintain the documents related to any of the entities such as Customer, Opportunity, Cases etc. The ability of storing Documents from and… Read More »

Restrict Users from accessing Document of Different territory

In today’s world, where maintaining and managing details within a system is a must from automation point of view; documenting necessary stuff is also very important on another hand. While working in an organization, at one point there is always a need of storing company documents in a safe place. Every business has its own… Read More »

Sage CRM Mobile Service Signature Is Compatible With Sage CRM 2020

In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities are fixed in these versions. Sage CRM Mobile Signature will help you to… Read More »

Increase File Size Limitation for uploading documents

Sage CRM has always been capable enough to provide with all the important aspects that would help in smooth functioning of capturing and managing data in CRM. One such important feature is of managing documents in CRM. Sage CRM allows you to upload different types of documents like text, word, PDF or excel in the… Read More »

Sage CRM 2020 R1: Extended support for Nested Mail Merge – Part 2

This blog is in continuation to the topic of Nested Mail merge in Sage CRM 2020 R1. You can refer the below link for the same. In this blog, we will explain how to create the Nested mail merge templates against the new entities definition recently added in MailMergeRelatedInfo table. Related Post: Sage CRM 2020… Read More »

Sage CRM Contract Manager is compatible with Sage CRM 2019 Releases

In the year of 2019 Sage has come up with two latest release of Sage CRM (2019R1 and 2019R2) which includes new features to help the organization’s front office. The issues which were addressed by end users like custom entities workflow and navigations, Report, Mail merge and many more are been solved in the latest… Read More »

Edit Existing Mail Merge Documents within Sage CRM

Hello Readers, as we all know about Sage CRM and its pre-built functionalities which are used to make smooth facilities of CRM, such as Reports, escalations, Email Templates, etc. Today we are going to discuss Email Merge Template features, how you can edit a Mail Merged document within CRM instead of deleting the existing and… Read More »

Security Policies applied to Library entity with release of Sage CRM 2019 R2

Library management is a vital part of any business. Different types of documents shared within business needs to be centralized for easy access. Sage CRM has inbuilt Library Management feature which allows users to store different types of documents against different entities. These uploaded documents can be viewed in Documents tab available against entities like… Read More »