Sage CRM is a versatile Customer Relationship Management platform that offers a wide range of customization options to tailor its functionality to your business needs. Sage CRM allows you to customize various aspects of system. Sage CRM’s customization features empower businesses to align with delivering more personalized experience for both employees and customers. Customizing login… Read More »
Sage CRM dashboard is an enterprise application (EA) interface used for the monitoring of business and sales opportunities, processes and performance. A CRM dashboard provides real-time business event snapshots, which are used to measure and develop analytics for business reporting. Sage CRM dashboards facilitate comparative business analysis through the capturing of data and related Web-based… Read More »
Sage CRM’s Database Field properties has helped in capturing various data types of information on every entity’s form. The provisions to manage or control the max length, entry width of different entry types of fields has made CRM flexible and user friendly from user’s perspective. One thing that has been missing in CRM field’s is… Read More »
In Sage CRM, modifying the look and feel of the Screens, lists or grids is managed through Client Side API or JQuery. Where Client Side API helps with the Standard CRM Methods to incorporate the changes, JQuery requires additional technical knowledge to make the changes. These methods are easily made available in Sage CRM Community.… Read More »
Latest version of Sage CRM Self Service portal is fully customer responsive. Self-service portal is designed in such a way that customer can easily adopt the portal. With self-service portal customer can access cases i.e. ticket or related notes as per business needs. Beauty of portal is that customer can create ticket, can see all… Read More »
Sage CRM Self Service portal is designed in such a way that we can use the Sage CRM user interface and customize it as per the requirement. Its access can be given to customer so that they can stay updated with their cases, leads, tasks or other information which we want to share with them.… Read More »
The new Self Service Portal is taking Sage CRM to the next level. With the help of this portal you can provide your customers with anytime, anywhere access to resources and information. Customers can log into New Self Service portal and typically perform following tasks: View Account Information: They can view the cases logged through… Read More »
We all are aware that an info message can be displayed on Click or on Hover of a field in Sage CRM. But recently our client had a requirement wherein he required to add tooltip icon next to a field and shown info message when clicked or hovered over the field. Well in this blog… Read More »
As we all know Sage CRM is flexible enough when it comes to incorporating customizations. Other ease comes with the various types of fields available in CRM like numeric, text, date-time, currency, selection, multi-selection etc. These different field types not only helps in easy data capturing but also in searching the data. But what if… Read More »
One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen.… Read More »