Category Archives: My CRM

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 »

How to Add or Remove tabs from My CRM

While browsing through Sage CRM Forums, we came across a forum in which a user wanted to understand how to add or remove a tab under My CRM. In this blog post, we will explain how it can be done with an example. New Stuff: Opening Asp.Net page in CRM 7.2 without losing context menus… Read More »

View Sage CRM Reports in PDF format from any Sage CRM screen

In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage… Read More »

Log Me In To Custom Page

Less number of clicks, faster work! It’s a simple fundamental. Log Me In To is one of the configurations in SageCRM where user can decide which page should be displayed as soon as he logs into Sage CRM. This field has different options like Calendar, Splash Screen and Dashboard etc. available by standard. Now as… Read More »