Category Archives: Feature

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 »

Modifying the values of User Select field of Email Editor Screen in Sage CRM – Part 2

Hi Folks!! This blog is in continuation of our previous blog wherein we explained how you can modify the values or the names that are been displayed in User select field of Email Editor Screen in Sage CRM. You can refer below link for the same. Related Stuff: Modifying the values of User Select field… Read More »

Enable Edit Document button in Sage CRM 7.3 Version

Hi Folks! In this blog I would like to explore one more document functionality related issue called “Unable to Edit Document”. As you know every client nowadays are installing and upgrading their CRM instance to latest version. New Stuff: Display Count of your Opportunities against Company Recently, one of our client has upgraded Sage CRM from… Read More »

Provision to review MOM details right from the Dashboard

We’ve all heard the saying “Time is Money.”  This is especially true for Sales and Marketing people where they have constantly been asked to do more in less time. Sage CRM has provided many effective time management features right from the Mass update of data to Bulk Email. New Stuff: Company Notes Tab in Sage CRM Keeping… Read More »

Advanced level of Expense Module in Sage CRM

This blog is in continuation of our previous blog where we shared the process of our customized module to manage Claims & Bills amount submitted by the Sales Person. You can explore the overall features of Claim module integrated within Sage CRM by accessing below link. But as every user demands ‘Change’ either in the… Read More »

Auto Sync Data through Upload Routine in Sage CRM

As you all know, Data Upload functionality of Sage CRM has reduced the efforts of data capturing or updating the system with required information in bulk. The Data Upload feature comes with default options to upload Company, Contacts and Leads. But as it is said every coin has two sides; data upload feature also comes… Read More »

Enabling Escalation feature for Secondary Entities

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 »

Features to manage Images through Sage CRM – Part 2

This article is in continuation of my previous blog, where I explained how we customized the Document Module of Sage CRM to arrange the provision of Download & Print Images without any intervention of other tool. In below post, I will showcase you advanced level of features that we made available for individual images within… Read More »

Features to manage Images through Sage CRM – Part 1

In today’s world, where various types of Industry Segments are evolving on the same hand; managing these business with advance level of technology is also meant to be the most prominent or say demanding feature for every mankind. Recently one of our customer who managed the Valuation and Inspection services in the field of Survey;… Read More »