Category Archives: Sage CRM 2018

How to enable Export to Excel on Calendar List in Sage CRM?

We all are familiar with the latest feature introduced in Sage CRM 2018 i.e. Responsive Calendar list. With the help of Responsive Calendar list, users can view all the communication records in a list; where he can sort, filter, edit, or delete calendar items from the list itself. New Stuff: Sage CRM 2018 R3: Create a… Read More »

Sage CRM 2018 R3: Create a group of Persons who have not responded to a Consent Request

In our earlier blog, we explained about the new feature introduced in Sage CRM 2018 R2 i.e. Consent. It helped to capture the global and local legislation surrounding people data, including the GDPR in Sage CRM. In this blog, we will explain how you can maintain tracking of those persons who haven’t responded to the… Read More »

New feature of … (ellipsis) in Sage CRM 2018

Sage CRM had always been flexible enough when it comes to User interface. Every User has their own control in setting the preferences of their CRM account. One such feature is allowed by the  … (ellipsis) that allows the users to display or completely hide selective horizontal tabs or the corresponding main menu items in… Read More »