Sage CRM has proved to be very much flexible when it comes to accommodating customizations as per the business needs. Recently we came across a requirement, where the Client was not only interested in getting the access to the records assigned to a particular user but also in getting a proper view of all the… Read More »
Sage CRM has provided an inbuilt feature to modify its Themes, Report Formats and Button Color etc. Few days back, one of the Sage CRM user approached us with a requirement to modify Sage CRM Login screen with their Company Logo. In earlier blog, we had explained how it can be done when Sage CRM… Read More »
MailChimp is one of the effective e-marketing tool available in Sage CRM, through which you can send bulk emails to customers just by creating campaign in CRM. It has many features like you can see the MailChimp campaign result directly from CRM or you can view the same from MailChimp Account. One of the new… Read More »
Sage CRM’s Quick find allows users to search for key terms across single-line text, email address, and URL fields on all company, people, case, opportunity, lead, solution, communication, order, quote, and custom entity records at once. Since the Quick find helps with the results from various entities; many a time’s users face the situations where… Read More »
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More »
SSA field in Sage CRM is an important and one of the extensively used feature to link one entity with another entity. While linking one of the records we have observed that SSA field was showing “Too Many Records” message at the bottom of SSA field. New Stuff : Unable to save MailChimp Configuration in… Read More »
Quick Find functionality in Sage CRM provides instant results based on the key terms entered in Quick Find search box. Quick Find will return results containing your key terms in any text field, email field or URL field. Quick Find functionality depends on Quick Find service which runs as a background process and returns data… Read More »
Recently we came across a forum in which Sage CRM user asked whether Color of a Button in Sage CRM can be modified. Well, answer is Yes and Color is controlled using CSS files. Let’s understand the same with an example. New Stuff: Recent List Customization in Sage CRM By default color of buttons in Sage… Read More »
In Sage CRM, Recent list is used to quickly review previously visited records. In earlier blogs, we have explained Manage the size of the Recent List and Delete Recent List item in CRM. In this blog, we will explain how to alter other field into Recent List for custom entity. New Stuff: Troubleshooting issues with… Read More »
Favorites feature in Sage CRM allows to add a record in the list of favorite records, so that it can be accessed easily. We can mark Primary as well as Custom entity records as favorite. Favorites feature will work for Custom entities created using Advanced Customization Wizard with no issues. But, for the Custom entities… Read More »
