In every business, information is the backbone for the growth of business. This information will be evaluated every year and growth can be achieved. This information can be stored in the form of documents. Sage CRM also have the Documents feature available for the Standard entities against which documents can be uploaded and it can… Read More: Edit File without installing plugin in Sage CRM 2023 R1 »
With the release of Sage CRM‘s new version i.e., Sage CRM 2021 R2 many new features as well as enhancements are made available that help to manage the Customer Relationship and make the business process smooth and trouble-free as well as user-friendly to use. One of the new enhancements is now available on Quote and… Read More: Sage CRM 2021 R2: Selection of Template while sending Quote… »
Quotes are very integral part of any Sales process. Quotes are submitted to the customer as per the product they are buying. As sales progresses one may submit multiple quotes to the customer. Sage CRM helps an organization to maintain track of quotes against each opportunity till the quote is converted to Orders. Sage CRM… Read More: Sage CRM 2021 R2 – Changes in Mail Merge Functionality »
Sage CRM’s Mail merge functionality is one of the well – known and most useful functionality for every Business. The ability to merge the transaction details onto a word or pdf document with just few clicks had made it the most prominent feature of Sage CRM. The provision to create numerous templates categorized on a… Read More: Sage CRM 2021 R2: UX improvements – Configuration of Quote/Order… »
Sage CRM’s Mail Merge functionality is well known for merging all the details of CRM records into the Word or PDF documents. Mail Merge being a server – side process, doesn’t make it obligatory for the client machine to get Microsoft Word installed to perform mail merge. The merge process is cross-browser compatible which simply… Read More: Deselect Create Communication during Mail Merge in Sage CRM »
While creating a new template for mail merging or while adding fields to an existing template, at times there are some fields that are not available in the ‘Insert Sage CRM Field’ drop-down list. In this blog, we will explain how to add fields that are not available in the drop-down list. New Stuff: Easy… Read More: Opportunity Mail Merge not showing Opportunity ID »
In Sage CRM, by default URL fields added to an email template will not be hyperlinked. If an URL entered in a text field is added to an E-mail template, it appears as plain text. A hyperlink will not be added unless a user edits email after selecting a template. In this blog, we will… Read More: Adding Hyperlinks to URLs in E-mail template »
During the creation of E-mail templates in Sage CRM, some fields may not be available in the ‘Choose Field to insert into the E-mail list‘ drop down list. In this blog, we will explain how to insert those fields into an E-mail Template. New Stuff: Editing the look and feel of Summary Reports and PDF Reports… Read More: Insert Specific fields into E-mail Template »
Sage CRM always had the capability to allow the users to create mail merge documents using the concept of nested mail merge. Now with the release of SageCRM 2020 R1, this feature of Sage CRM is enhanced further. In earlier versions of Sage CRM, user was able to create nested mail merge template only for… Read More: Sage CRM 2020 R1: Extended support for Nested Mail Merge… »
Hello Readers, as we all know about Sage CRM and its pre-built functionalities which are used to make smooth facilities of CRM, such as Reports, escalations, Email Templates, etc. Today we are going to discuss Email Merge Template features, how you can edit a Mail Merged document within CRM instead of deleting the existing and… Read More: Edit Existing Mail Merge Documents within Sage CRM »
