Hi Friends..!! We are much familiar with finding mechanism for entity records such as keyword search, Advanced Find, etc. in SAGE CRM. Using these, we can perform a search for particular entity only. Now we can search the connected data across all entities at once by using single keyword. The New Release, SAGE CRM 2018… Read More »
Sage CRM’s various entities, be it Primary or Secondary have a unique identity value generated against each of its records. This id values getting auto-generated reduces the efforts of developer in order to create a unique identifier for the entities. Though these values are visible at Database level, there is no standard way of displaying… Read More »
The Escalation functionality allow user to create notification rules for primary entities as well as custom entity in Sage CRM. Escalation rules can contain few conditions based on which notifications can be triggered via Email or on screen messages. If you want to enable Escalation for Custom Entity you can refer Enabling Escalation feature for Secondary… Read More »
As, we all are familiar with the Reports module provided by SAGE CRM. We can fetch the required report by navigating to respective Report Category. Here, I will explain how we can run a report that is regularly in use without navigating to Report Category and finding the same all over. New Stuff: Setting Time Zone… Read More »
With the help of scripting we can help our customers to achieve their requirement and make it more usable. In this blog, I will explain how we can restrict users to have access to certain entity such as Advanced Find and Keyword search which appears when Find button is clicked. New stuff: Highlight Checked Checkboxes using… Read More »
Recently we came across a requirement to enable Workflow for one of the existing custom entity that client is using. The custom entity was added into Sage CRM using Sage CRM Main entity component wizard. This is the component wizard that will help you to add new custom entities into the system. It will build… Read More »
As we know SAGE CRM provides a feature of Escalation to send important Reminders or Notifications to our valuable customer. This feature is available for the standard entities of CRM like Cases, Opportunity, etc. But the same functionality and processes can be utilized for customized entity as well. In this blog, we will be explaining… Read More »
We have already explained how to modify Standard Entity Summary screen by adding Divider or Subsection to it (Refer below link for more details). https://www.greytrix.com/blogs/sagecrm/2013/07/24/add-divider-or-subsection-for-existing-screen-in-sage-crm/ New Stuff: Eliminate Type field in Company Entry Screen of Sage CRM Recently we came across a requirement wherein we had to modify the Standard Entity screen to add a new panel… Read More »
Sage CRM has always been proved very much flexible to incorporate various business needs with an ease. We have seen a lot of posts where we can achieve different requirements with simple configurations. This blog explains one such trick for CRM’s Recent list, which is helpful for CRM users to find their favorites easily accessible.… Read More »
In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage… Read More »