Category Archives: Feature

Data Upload using Deduplication – Part 2

As you all are familiar, Sage CRM has eased the efforts of data capturing task by providing the feature of Data upload. It has also facilitated to manage or avoid duplicate data with the help of Deduplication feature. But have you ever wished to get a combination of these two features within same job??? New… Read More »

Actual vs Target Meter Dashboard Year wise

Reporting is the most essential part of any organization which improves business intelligence, decision making and knowledge management. When it comes to reporting mechanism of Sage CRM, I will say it is one of the best reporting tool. The latest version 7.3 of Sage CRM has bring lot of new dashboards and inbuilt reports which… Read More »

Capture your target audience effectively

When it comes to sale of any product, capturing target audience plays a vital role in the business. There are different ways like email blast, advertising, telemarketing etc. which are widely used medias to capture audience for the business. For every organization, their website is the strong portfolio imitating the expertise of domain they work.… Read More »

Quote Summary Screen Enhancements in Sage CRM 7.3

In our recent blog posts, we have talked about the new features introduced in Beta version of Sage CRM 7.3. Today we will talk about the new features introduced on Quote Summary screen of Sage CRM v7.3. New stuff : Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration New buttons have been added to… Read More »

Avoid scrolling with Collapse Screen Feature in Sage CRM7.2

Sage CRM client side API methods of Sage CRM 7.2 are very useful to customize Sage CRM screens, layouts etc. In this blog post, we will explain how users can enable Collapsible Panels feature in Sage CRM v7.2. New Stuff: Printing current Sage CRM Screens to PDF Refer our blogs on Sage CRM v7.2 features… Read More »

Fiddler: A tool which gives you a super power

We talk a lot about implementer’s and testers. Let’s do something for developers today! Sage CRM works on standard client server architecture where several Request-Response exchanges are happening over the network. Sometimes the Requests and Responses work properly however somewhere in between goes wrong and we start facing http errors. This is one of the… Read More »

IIS Tip – Handlers and Feature Permissions

As we all know, Sage CRM is IIS driven application. IIS 7.0 onwards provides greater flexibility for providing the secure access to portals like SageCRM. However some of these enhanced security features if wrongly configured might also affect the functionality of CRM. In my view security settings in IIS should only be touched upon when… Read More »