You all are aware that sage has introduced the latest release for Sage CRM i.e. 7.3. With this release sage has introduced some new features which we have discussed in recent blogs. Among them another new feature available is Enhanced Text Editor in Email and Mail Merge Template. New Stuff: Sales Metrics for Managers in Sage… Read More »
We have already explained how to modify Standard Entity Summary screen by adding Divider or Subsection to it (Refer below link for more details). https://www.greytrix.com/blogs/sagecrm/2013/07/24/add-divider-or-subsection-for-existing-screen-in-sage-crm/ New Stuff: Eliminate Type field in Company Entry Screen of Sage CRM Recently we came across a requirement wherein we had to modify the Standard Entity screen to add a new panel… Read More »
When we do any business, Escalations are important. The word escalation means “To pass (a transaction or case) on to a higher level in an organizational hierarchy”. Escalations enable you to ensure on time response to customer for everything. Till the version 7.1 Sage CRM had provided some escalation actions to handle default assignments, communication reminders etc. New Stuff: Dot Net Admin and DLL Security Levels Sage CRM… Read More »
With the latest release of Sage CRM 7.3, Sage has introduced a new and quicker way of creating Opportunities in Sage CRM through Quick Sale Workflow. The Quick Sale workflow has limited and fewer stages than the standard workflow. This new workflow would be beneficial in an organization where product selling lifecycle need not to… Read More »
We are loving Sage CRM v7.3 as much as you are so why wait. Our GUMU Sage ERP X3 integration is now compatible with the new Sage CRM v7.3. With GUMU you can have a mix and match of CRM and ERP versions, so you can upgrade either ERP or CRM or both as per… Read More »
