Email Marketing is one of the most effective marketing tool used to send bulk emails to Customers and prospects in business. Email Marketing is built-in feature available in Sage CRM. It easily allows to create Campaign list, email communications and send emails to Customers. With the release of Sage CRM 7.3, Mail Chimp integration has… Read More: “Merge Max Limit Exceeded” issue in MailChimp Integration »
In Sage CRM, Shared Documents tab is used to store corporate documents that can be accessed quickly whenever required. Only System administrators and Info managers with Document Library Rights can add or edit shared documents. One can add document in Shared documents tab by navigating through My CRM -> Shared Documents tab. But, what if… Read More: Restrict Document View in Shared Documents tab in Sage CRM… »
In Sage CRM 2018 R3 – Sage 300 2019 integrated system, Sage has done numerous changes which we have explained in our previous blogs. Refer Related Posts section for more details on new features of Sage CRM 2018 R3 – Sage 300 2019 integrated system. New Stuff: Duration column in Tracking tabs within Sage CRM… Read More: Customer tab in Sage CRM 2018 R3 – Sage 300… »
Recently Sage has released Sage CRM 2018 R3 integrated with Sage 300 2019. In this tab almost all of the OE and AR Inquiry tabs are redesigned such that all integrations screens have modern look and feel. We will explain them in this blog in more detail. New Stuff: Duration column in Tracking tabs within… Read More: O/E Inquiry and A/R Inquiry tabs in Sage CRM 2018… »
Sage CRM Reporting tool is an important feature of Sage CRM which is used to create simple as well as Complex reports within Sage CRM. Reporting tool has proved to be flexible enough to combine or customize various features such as displaying charts in report content, grouping the data, sort the data and so on.… Read More: Display Date Fields only based on Stage in Reports »
Responsive Calendar List in Sage CRM itself has many inbuilt features which makes it an innovative as well as a user friendly feature on its own. We have explained many of its features in earlier blogs. One of them was ‘How to enable Export to Excel on Calendar List in Sage CRM’. Below is the… Read More: How to enable Export to PDF on Calendar List in… »
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: Delete Documents and Communications from Records in a Group »
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: Duration column in Tracking tabs within Sage CRM »
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: Suppress inactive records from SSA fields 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: HTML Formatting of Notification Content in Sage CRM »
