Sage CRM has a powerful reporting feature that lets you view data in an organized manner. All the Columns in reports are now loaded in an Alphabetical order. Refer our blog post for details, https://www.greytrix.com/blogs/sagecrm/2013/08/17/report-columns-are-now-loaded-in-alphabetical-order-sage-crm-7-2/ New Stuff: Sage CRM and IIS authentication settings In this blog post, we will go through Report Styles provided by… Read More »
In Sage CRM, uploaded documents are saved the directory location configured under Administration | E-mail and Documents | Documents and Reports Configuration section. Please refer below screenshot. To know how documents are stored against different entities in CRM, you can refer our below blog link. Related Post: How Library documents are stored New Stuff: SageCRM and SQL… Read More »
Using inbuilt Reports module, it becomes easier for SageCRM administrator to build the reports in List, chart or Cross Tab formats. However when it comes to viewing summary data in historical format, it was not possible through standard report types available. There is one more report type available for this purpose named “Historical” which helps… Read More »
We all know, Sage CRM comes with the functionality to provide you with the quick overview of the information related to any entity. This is nothing but in the form of Reports, Dashboards etc. You can export reports to Screen, PDF, excel etc. Now when I export them to screen will it be possible to… Read More »
Using the new feature in SageCRM7.2 reports can be cloned where in you can create a copy of an existing report and make the modifications as per the requirement. Suppose you want to create a report based on standard report where standard report has most of the columns needed however you want to add some… Read More »
Here is another feature provided by SageCRM7.2 where you can control the rights to export the reports. Consider an organization, which has different levels of hierarchy, one person will be “Admin” and remaining are employees working on CRM (i.e. with no admin rights). Consider there is an “Annual sales Report” which this organization generates at… Read More »
This is in continuation with the series of blogs I am posting on Sage CRM 7.2 features. This is one of those changes which will make Developers, Report Managers life easy. Sage CRM 7.2 has given the flexibility where report columns are arranged in alphabetical manner, so if your report view has more columns you can… Read More »
Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section… Read More »
With the feature of Interactive dashboards we can do lot of things. We can create several gadgets, dashboards to consolidate and segregate the CRM data under single roof. In this blog I will explain how you can use the feature to display a basic opportunity forecast chart on the dashboards tab. First of all let… Read More »
This blog explains how one can fetch different categories of phone numbers and Email addresses tagged against particular person to display in Report, Find Screen and groups in CRM. First let me explain the structure of Phone and Email entities in CRM. Refer the below given details. After understanding the relationship between entities specified in… Read More »
