Sage CRM system is an easily configurable and adaptable in most of companies as it manages customer information in an organized manner. Due to this fact, Sage CRM can be used across any industry to manage business processes. Some business processes are simple and straight forward where plain vanilla Sage CRM can be used with… Read More »
For any application one of the most significant features that should be incorporated is to track the error generated at the run time. Trapping the error is highly important as it not only signals at the affected area but also saves time in resolving the issue. New Stuff: XML based Fusion charts in COM API Sage… Read More »
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 »
Sage CRM Sales Tracker is a new app for Windows 8 which provides easy access to customer contact information and recorded sales opportunities at any time, from any location. Equipping sales professionals with instant access to valuable customer information when on the road or at customer sites can increase productivity and effectiveness while delivering an… Read More »
With new advanced capabilities of client side scripting in Sage CRM7.2 we have got added flexibility in field and screen customizations. I have discussed many such scripts on this blog including the new and old ones. The New Stuff: New way of Client side field customizations Now, as you might know, we can control the behavior… 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 »
Some days ago I came across this interesting topic on Sage CRM community site hence thought I would share the same with my reader here. In today’s business world, along with managing the work every person wants to stay updated with the currency rates. Sage CRM does support multiple currencies, but updating exchange rates used… Read More »
Recently, we came across an opportunity, wherein client wanted us to open particular Sage CRM tabs in New window, when user clicks on it. The New Stuff: Show Campaign/Wave Activity in Communication screen Suppose you wanted to view all opportunities of a Company. However Company summary should also be available in front of you. Hence, to… Read More »
