In Sage CRM, all tabs are placed horizontally. However in Sage CRM 2018 R2 onwards there is configuration within Sage CRM such that you can change appearance of Tabs within Sage CRM. New Stuff: Insights of Billing and Shipping addresses within Sage CRM Order Entry Screen Consider My CRM tab group which looks like as shown… Read More »
In Sage CRM, Billing and Shipping Address are displayed on Order Entry Screen as shown below. New Stuff: Enable Hyperlink for Custom Entity record in Quick Find Search. One of our colleague who has recently joined our organization has asked us the query on how Billing Address and Shipping Address format is populated in Sage… Read More »
By now everyone are familiar with Sage CRM Quick find functionality introduced in Sage CRM 2017. This feature has proved useful for users to search data in no time. User can search standard and custom entities data using this feature on one single action. The added benefit is that it also helps users to navigate… Read More »
Recently on the community forums, we came across a question where the user wanted to show value of selected Multi-Select field on a new line instead of its default behavior of being separated by a comma. Read on to see how it can be done. New Stuff: Highlight Rows and Columns of Grid in Sage… Read More »
The latest release of Sage CRM 2017 R1 and R2 expands your business horizon by introducing extended benefits and new features for enterprises. This includes an enriched user experience, simplifying navigation and providing faster access to information for the CRM users. Greytrix, a Sage ERP – Sage CRM Gold Development Partner, has enriched its CRM Product Suite… Read More »
Sage CRM 2017 provides new feature of creating Email Template using “Create Email Signature” present in Preferences tab. Instead of creating email template using Email and Document settings, we can create it by simply navigating to Preferences tab. New Stuff: GUMU™ for Sage CRM – Sage X3 Integration video tutorials Steps to Add New Email Signature… Read More »
In Sage CRM, one can easily understand which user has been logged into CRM from My CRM tab. New Stuff: “Send to MailChimp” button in Sage CRM 2017 Generally, when users logged into Sage CRM, browser shows current Sage CRM tab name. For example, if user’s landing page is Calendar then browser tab will show the… Read More »
MailChimp feature has been introduced within Sage CRM 2017. Using MailChimp emails can be sent to group of people on a single click. New Stuff: Showing Last Updated By And Updated Date Time In Company Top Content Our implementation team was working on MailChimp configuration and came across a scenario that Send to MailChimp button was… Read More »
Recently on the community forums, we came across a question where the user wanted to show the name of the user and Date Time when the data was modified. Read on to see how it can be done. New Stuff: Favourite feature in CRM2017 R2 Steps to Add Type field are as follows:- Log into Sage… Read More »
In Sage CRM 2017 lots exciting features has been added. In this blog, we are going to explain “Favorites” feature which will help you to add important statistics or facts into one bucket as you can store into Favorites bar of IE/Google Chrome browsers. New Stuff: Customizing the Date field using JQuery in Sage CRM This… Read More »
