Table Level Scripts (TLS) are an alternative method of creating SQL triggers that can be performed in Sage CRM system. Table Level Script (TLS) are used to perform various operations after inserting records, updating or deleting records in Sage CRM. To perform operations, it is necessary to fetch the primary ID of the current entity in… Read More »
Sage CRM Self Service allows customers to access information or request services and support over the Web whenever they want. Customers can directly receive information based on their preferences, requests, and history through self- service portal. Read our other Self-service offerings at the end of this post. Sage CRM user can export data into Excel/PDF/CSV… Read More »
Document merge has been one of the essential features of Sage CRM. We can generate Letters, Quotations on the fly on predefined word templates. The question is how you can create and use the merge templates. I remember I had discussed the old way of doing it by using the Local Document feature in old… Read More »
Recently one of our clients has mistakenly deleted a Company in Sage CRM and now they wanted to retrieve it again back to Sage CRM. Client tried to select the last visited record by navigating through the Recent List but got below message. Obvious message as the record was deleted from Sage CRM. Related Stuff:… Read More »
Sage CRM v7.1 SP2 has added the additional features for System Administrators to restrict the type of file uploaded into the system and also to control the size. In earlier versions of CRM, this feature was not available. Uploading large files needs space and in CRM the upload of files will take time and can… Read More »
SP2 patch for sage CRM version 7.2 comes with lots of functionalities we have been waiting for quite a long time. There are lots of enhancements done on document merging and filing functionality. Now the mail merge process is cross-browser compatible, which means you can now perform document merging with Sage CRM entities on browsers… Read More »
This is a dynamic and very useful new Feature in Sage CRM 7.1 SP2. Any crm user even with little knowledge of html can easily create new html templates which can be used for merging in CRM. To make create new template available to other users, or to make changes to templates which are available… Read More »
Here is another great pipeline feature Sage released for its customers through SP2 upgrade for Sage CRM version 7.1. This tool is very useful in managing file structure through CRM admin section. Now the question is why it would have been that useful? In earlier versions when we create any entity record and add document… Read More »
