In Cloud Sage CRM 2014 R2, ‘upload documents’ and ‘mail merge’ functionalities are available in core entities such as Company, People and Opportunity. However, Leads entity does not have Documents tab which is a useful feature for Sales and Marketing People. Lots of customers do a lot of customizations for this feature whereas this feature… Read More: Adding Documents Tab to Leads in Sage CRM 2014 R2 »
Hi Folks!!! We have been writing blogs explaining issues being faced while exporting reports data in Excel from the time Tomcat was introduced. Today I will discuss one more such issue I faced recently due to silly configuration mistake of report generator memory. New Stuff: An overview of Greytrix’s Sage CRM Migration Services. I had all… Read More: Error exporting reports to excel in CRM part 3 »
As you can see, we are exploring features newly launched in Sage CRM 7.3 extensively on our blogs these days. Today I will share one such most waited feature that I personally liked a lot. Now we have an option to create PDF merge document similar to word merge in earlier versions. New stuff: GUMU Sage… Read More: Merge to PDF through workflow in Sage CRM 7.3 »
We always thrive to make the systems BEST of all by adding out of the box new features. However better approach is to always control the usage of such features, as reverse impact also needs to be accounted for. You can see all such features defined in SageCRM provide parameter to control the usage. For… Read More: Sage CRM File Upload Limitation setting »
Sage CRM allows us to customize data entry in a secured manner. Data security can be provided at various levels for an entity. In this blog post, we will explain how security can be applied in Communications and Documents. New Stuff: Creating Sage 100 ERP Primary contact from sage CRM Sage CRM standard functionality allows… Read More: Secure Documents and Communications in Sage CRM »
For every Business environment, managing/securing data and Disaster management responsibilities goes hand in hand. Backing up data has always been the only recommended solution for recovering data which also proves very profitable. The only risk which is involved is doing this task manually as someone may forget. Scheduling Backup activities is something which has been… Read More: Scheduling Backup activity through Sage CRM 2014 R2 »
Documents are integral part for any business. During any business process lots of documents are being shared between the parties. These documents may be the physical documents or electronic documents. As technology is evolving, electronic documents are mostly preferred as they are easy to store, manage and can be accessed anywhere any time. New Stuff:… Read More: Document Management against Lead Entity »
Document merging is an important functionality of Sage CRM when it comes to sending newsletters, welcome letters etc. User can do the document merging using workflows. New Stuff: Control users to create Appointments in Sage CRM Consider an example where user generates document using Generate Letters workflow rule added on the Case workflow as shown below.… Read More: Workflow Tip to set Document Type and Category »
As world presses on everything through automation SageCRM has given a provision to configure inbound emails on specific email id’s in order to generate communications, cases etc. automatically. GUMU: ACT! to Sage CRM Migration using GUMU™ Throughout this blog site we have posted many articles in order to configure inbound emails and get the improved performance… Read More: Advanced E-mail Management Server Options »
Sage CRM comes with a feature of uploading documents against the primary entities such as Case, Company and Opportunity etc. These documents let it be of any type such as a PDF, DOCX or a jpeg file, can be found under the documents tab against an entity. However when you customize this module, there are… Read More: Missing Download Attachment button on Documents Tab »
