Launch of Sage CRM 2018 R2 has come up with the new feature known as “Mass Delete” against Groups. You all must be aware of “Mass Update” and “Update Territory” functionality available against Group through which we can update specific data and territory of all records present against group respectively. In our previous blog, we… Read More »
Hey folks! You guys must have seen Duration column within Tracking tabs of Cases, Opportunities etc. Duration column shows values in Days, Hours and Minutes format. In this blog, we will explain how Duration is calculated within Sage CRM and displayed into Tracking tabs. New Stuff: Modify Print Quote button functionality in Sage CRM Consider Opportunity… Read More »
In Sage CRM while creating a record against a Company you must have noticed both Active and Inactive Company records are displayed in the SSA drop-down list. As displayed in below screenshot.In our blog we will provide a quick tip how you can exclude Inactive records from an SSA drop-down list by adding a short… Read More »
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 »
We all know how we can add color to columns or rows of a list or grid using Sage CRM Api filterWhere condition. But if we notice carefully, a date field contains the value of Today or Tomorrow then it is displayed a “Today” or Tomorrow” in Sage CRM list/grid. So filterWhere condition cannot be… Read More »
Notifications are used to inform the user that a new record has been assigned to him or some changes has been made in the system. Sage CRM also has a Notification feature available in the system. You can set up Quick Notifications for Main entities from “Notifications” tab available under Administration -> Customization-> Entity. Over… Read More »
As we all know that ASP is one of the very strong and powerful tools for making dynamic and interactive WebPages, CRM utilizes it in building its various inbuilt functionalities as well as we can do the Custom development in CRM using ASP as per the standards provided by Sage CRM. Sometime due to some… Read More »
In our earlier blog, we have explained how Favourite feature worked within CRM. In this blog, we will be talking about where Favourite records are stored in Sage CRM. New Stuff: SAGE CRM 2018 R2: Consent in Sage CRM When a user marks a record as a Favourite, Sage CRM itself internally stores data into… Read More »
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 »
In the latest version of Sage CRM 2018 R3, many new functionalities are been added to it. We all are aware of the Calendar List functionality been introduced in Sage CRM 2018 R3. Calendar List allows us to view Communications created for a User in a more easy and responsive manner. It also allows sorting… Read More »
