Category Archives: Records

Allow Mass Update against Group in Sage CRM 2018 R2 onwards

Groups being a very important feature of Sage CRM can be used to get a list of details of CRM records like Lead details, companies or people. Groups can help to get all of the information needed in a format that can be exported to Excel, CSV or it can be used to create a… Read More »

HTML Formatting of Notification Content in Sage CRM

Notifications are a very powerful tool in Sage CRM. It can keep Sales and Management people aware of what’s moving in their Sales pipeline. Sage CRM has inbuilt functionality to either show on screen notifications or send out email notifications. There are 2 ways to do this, escalation rules or Quick notifications. New Stuff: Highlight Date… Read More »

Customizing record list to be displayed under Calendar List tab in Sage CRM 2018 R3

Hi Readers! In this blog, we are going to explain the Sage CRM Calendar List functionality. As we all know nowadays users mostly use the calendar to check their appointment meeting etc. according to today’s enhancements in business, CRM also bringing new features and Calendar List is one of that. In this blog, we are… Read More »

Enable Security for groups in Sage CRM

In Sage CRM, Group is a set of records that all belongs to the same type of entity. You can create groups for all the Main entities including new custom main entities. Groups created in the CRM can be viewed under My CRM -> Groups tab as shown in below screenshot. New Stuff: Easy to Use… Read More »

How to add Custom Entities into the Regarding field of Communication

For every business, communication is the most important aspect that needs to be managed appropriately. As you all know, Sage CRM has helped to manage all the business related chores such as maintaining Customer database, managing Enquires and Opportunities of these customers, logging of service tickets, and scheduling appointments and so on. The communication records… Read More »

How to get SQL Query of Groups created in Sage CRM

In Sage CRM, Groups feature allows you to create, edit, and save lists of people, companies, leads, cases, opportunities, quotes and orders based on defined filter criteria. Groups are based on the SQL views generated by queries. The views that are used to create group’s needs to be designed such that each row should return… Read More »

Customizing Style Sheet of Sage CRM Reports

Sage CRM has been very supportive when it comes to manage data as well as view the same in the form of Reports or Dashboards. Reports proves very useful when you need to track the performance or any information on the fly. Where customizing the data that needs to be extracted in Reports, applying filters… Read More »

Auto Cancellation of Order in 24 Hrs.

In Integrated system of Sage CRM with Sage 300 ERP, allows users to access real time information. By synchronization of tables and database of Sage 300 ERP. We can view all the orders as well as create order from CRM. New Stuff: One Time Processes for GUMU™ Sage CRM – Sage 500 integration While doing customization… Read More »

Cloning Interactive Dashboard

Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard… Read More »

Mass Update Territory in Sage CRM

The “Update Territory” function allows you to simultaneously update same fields in selected records within a group. Due to changes in the business structure such as size, geography, type etc companies are required to change its territory. Then Sage CRM Update Territory function can be used effectively. New Stuff:  Signature in Sage CRM In the… Read More »