In Sage CRM 2017 R2, new features are introduced which we had already discussed here. In this blog, we will be explaining “Auto Suggestion of Email Recipients”. New Stuff: Delete Quote Line Items using JavaScript Emailing is one of the powerful feature of Sage CRM. Users can send emails to individuals or they can even… Read More »
In Sage CRM, wherever there is multiline text field added on a list, for display purpose CRM will truncate its text and show it up to reasonable size. In this case, User won’t be able to read the whole text at a glance. To overcome this, we can add tooltip within grid and read whole… Read More »
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 »
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 »
We all know that SAGE CRM allows us to create web forms for collecting Lead Information. The enquiries captured from web portal are then available in CRM, thereby enabling the standard workflow automatically. But what if you want to set customized workflow rather than standard one? Does it gets set by default? New Stuff: How to… Read More »
Sage CRM setup process automatically creates a website and an application pool in an IIS with pre-defined settings. Sage CRM application runs based on these settings. Any incorrect setting on the application pool can cause Sage CRM application to stop functioning. Most of the settings are set properly in IIS; but there may be a… Read More »
Keyword search allows users to search for keywords across all primary entities. Keyword search box is available on Find screen of all primary entities. The New Stuff: Customizing Outbound Call Lists Have you ever seen Keyword search box is not visible on any Find screens? Basically keyword search depends on the Sage CRM indexer service which… Read More »