In our earlier blog, we have explained Consents in Sage CRM v2018 R2. Refer more details at below blogpost.SAGE CRM 2018 R2: Consents in Sage CRM In this blog, we will be explaining you how consent email is sent from within Sage CRM v2018 R2. New Stuff: Overwritable Forecast in Sage CRM Consent tab is available… Read More »
In Sage CRM, all tabs are placed horizontally. However in Sage CRM 2018 R2 onwards there is configuration within Sage CRM such that you can change appearance of Tabs within Sage CRM. New Stuff: Insights of Billing and Shipping addresses within Sage CRM Order Entry Screen Consider My CRM tab group which looks like as shown… Read More »
Communication is the most important aspect to maintain the good relationship with the customer. Sage CRM has helped to manage all communication related activities with the help of appointments, tasks, emails etc. In Sage CRM it is easier to create Appointment through Calendar, just one click your appointment is created in Sage CRM using the… Read More »
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 »
We have already been writing about the new features launched with the release of Sage CRM 2018. Along with the many new updates, feature enhancements and streamlined capabilities of CRM; they have introduced a major enhancement for the rigid and confusing calendar feature of the older version. Sage has completely redone the calendar’s look, feel,… Read More »
One more feature of SAGE CRM 2017! We are much aware about the searching mechanism in the new release i.e. Quick Find Functionality. It can search the connected data across all entities at once by using single keyword. We had seen that we can exclude an entity from this mechanism. But actually, not only an… Read More »
Sage CRM’s Calendar tab helps the Users to manage Appointments and various other Tasks such as, taking a follow up from customer, sending an email, scheduling a call etc. effortlessly. Users can not only create tasks for themselves but can also assign it to other subordinates with ease. With the launch of Sage CRM 2017,… Read More »
With the release of Sage CRM 2018 R2, a new feature was also introduced by Sage CRM i.e. Consent. Sage CRM 2018 R2 has allowed to demonstrate readiness for key global and local legislation surrounding people data, including the GDPR with the help of Consent. In Sage CRM, Consents can be created against the Person… Read More »
You all are aware of Quick Find feature of Sage CRM 2017, it has made the search functionality easy and flexible by applying the search norms within all the entities as well as fields of CRM on one single action. This feature has proved very useful for the Call Center users who needs to find… Read More »
Quick Find in Sage CRM is one step search feature which allows the users to perform a quick search within all the Primary entities of CRM. Moreover the search factor doesn’t depends on any specific criteria, but it searches through all the fields of these entities be it a Simple text field, multi-line text field,… Read More »
