Category Archives: Information

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 »

Views and Reports on relationships in Sage CRM

In Sage CRM Relationship tab is available in all Primary entities this functionality allow us to create “one to many”, “many to one” and some reciprocal relationship between the data. Using the relationship and its related views we can create reports from various entities. New Stuff: Retrieve Key Value using Custom URL In today’s blog, we… Read More »

Additional Information in Entity Top Content Screens – Sage CRM v7.2

Entity Top Content screens in Sage CRM are used to give quick overview of an entity without actually having to scroll down all the way on Summary screens.  These Top Content screens can be further customized to add eye-catching information in the Top Content screen using client side SDK introduced in Sage CRM v7.2. New… Read More »