Category Archives: New Feature

Sage CRM 2021 R2 – Additional Logging Options

Sage CRM provides us to many features which help users to track their records and data. This year Sage has come up with the new release of Sage CRM which is 2021 R2. In these release Sage CRM introduce so many new features. One of the enhanced features is new logging options. As we know… Read More »

Sage CRM 2021 R2: UX improvements – Ability to have multiple Web Lead Return URL

Sage CRM has allowed to capture and handle the management of the enquiries from the prospect in a very efficient way. Along with this, the ability to collect these enquiries is also available from and within Sage CRM with the help of web forms creation. The enquiries created through these Web forms or web portal… Read More »

Sage CRM 2021 R2: UX improvements – Configuration of Quote/Order merge document names

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: Change the appearance of Pipeline chart

Sage has come up with a new release of Sage CRM i.e., Sage CRM 2021 R2. As we know, every new version of Sage CRM come up with some new features that either enhances the functionality or the user interface to manage the Customer Relationship. It also helps in making the business processes smooth and… Read More »

How to Add field-level help (ToolTips) by Configuration

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 »

Sage CRM 2021 R1: Click to Dial Links

With the latest release of Sage CRM i.e. Sage CRM 2021 R1, many exciting features have been introduced that has helped to manage the Customer Relationship and other business process in a smooth and trouble – free manner. Sage CRM 2021 R1 provides the following new features and enhancements: Support for OAuth 2.0 Click to… Read More »

Synching Customer Status field from Sage 100 to Sage CRM

GUMU™ for Sage CRM – Sage 100 ERP integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Thus, users can have a 360-degree view of customer data within both the systems. In this blog, we will go through the new feature which… Read More »