Category Archives: Enable

Display On screen notification to Team rather than specific User

In Sage CRM, there are a wide range of different functionalities available. One of the most useful feature in Sage CRM is Escalation Rules. By using the Escalation rule you can perform numerous actions within Sage CRM such as displaying On screen notifications for users, send emails to customers, set certain column value, reset column… 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 »

Sage CRM 2021 R1: Click to Dial Links

With the latest release of Sage CRM i.e. Sage CRM 2021 R1, many exciting features have been introduced that has helped to manage the Customer Relationship and other business process in a smooth and trouble – free manner. Sage CRM 2021 R1 provides the following new features and enhancements: Support for OAuth 2.0 Click to… Read More »

New feature of … (ellipsis) in Sage CRM 2018

Sage CRM had always been flexible enough when it comes to User interface. Every User has their own control in setting the preferences of their CRM account. One such feature is allowed by the  … (ellipsis) that allows the users to display or completely hide selective horizontal tabs or the corresponding main menu items in… Read More »

Enabling and Disabling of Workflow in Sage CRM based on a Field value

We all are familiar with the JavaScript Codes or say the Client side API and its benefits to ease the customization efforts of programmers in Sage CRM. One such advantage w.r.t CRM Workflows was enabling or disabling of specific rule based on the conditions. But what if you need to disable the whole workflow on… Read More »

Information on Database Configurations in Sage CRM

Upon installing Sage CRM apart from selecting the installation path we are required to provide instance name and SQL server connection details to proceed further with installation. Whatever the instance name that we provide upon installation, the installation process will create a database in SQL with same name and required tables in the database. The… Read More »

Restrict Creating Follow Up On Opportunity Progress

In Sage CRM, On Opportunity Progress Screen we can see Create Follow Up checkbox checked which will ask user to create follow up every time user saves the opportunity progress. New Stuff: Global Search Functionality Here I will explain how to uncheck this checkbox to avoid creating follow up every time after adding opportunity progress. In standard… Read More »