Category Archives: Person

On-screen notification is not visible in Sage CRM

In today’s competitive world, it is very necessary to stay aware of every possible lead that will boost your Business. To be on top of every aspect that will help in serving the Customers be it related to any new Sales or Service ticket, it is obligatory to get such a system that will not… Read More »

Display Email Address on Person SSA field in Sage CRM

As per native Sage CRM Person SSA field feature when a person is linked we can only see the Phone number associated with the person next to it. In this blog, we will explain how to set email address along with Person Name and Phone number in Person SSA field in Sage CRM using server… 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 »

Modify Consent Response URL in Sage CRM

A business needs to send Marketing emails to client to grow their commercial. Some of them need to store the consent received from client whether they are interested in receiving such marketing emails or not. Need of storing consent is required based on the privacy laws of your region. With the release of Sage CRM… Read More »

Mandate Company’s Phone and Email Address using Table level Script

Sage CRM has proved beneficial for small or medium sized companies to handle the Customer Relationship Management in an efficient way. The base structure designed in the system itself is so easy to understand as well as promising that the system users will be equipped with all the information related to the Customer in a… Read More »

Mapping Sage 300 Salesperson to CRM user

Recently we have one customization request from the client for mapping of Sage 300 salesperson to Sage CRM users. To do this customization we have created one functionality from where users can map and set manually Sage 300 Sales Person to Sage CRM users. This functionality developed to integrate Account Manager of Company in Sage… Read More »

Detect Duplicate Emails in Sage CRM

Sage CRM’s communications module has helped to manage all the business activities from and within CRM. The flexibility of integrating CRM with Outlook, Exchange server, Office 365, Classic Outlook etc. has increased the beauty of handling communication activities along with the customer management within a single system. People working with CRM can easily manage their… Read More »

Sage CRM – WhatsApp Integration for Ticketing Module

Along with the various features provided by Sage CRM, it has also been familiar for the various types of Notifications through which not only CRM Users but also the Customers can be notified about a series of actions recorded in Sage CRM. Email Notifications, on – screen notifications, SMS are some of the examples of… Read More »