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 »
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 »
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 »
Sage CRM has been very supportive when it comes to manage data as well as view the same in the form of Reports or Dashboards. Reports proves very useful when you need to track the performance or any information on the fly. Where customizing the data that needs to be extracted in Reports, applying filters… Read More »
Sage CRM has numerous built-in functionalities which helps to manage Customer Relationship all through a single system. Be it recording Customer data, capturing Enquiries, tracking support cases or maintaining follow-up data. Sage CRM’s Email functionality helps in managing both the inbound and outbound communications with ease. But have you ever noticed these Email Communications fails… Read More »
CRM’s Email Manager Service runs in the background to process the inbound and outbound emails in CRM. There is no need to install Email Manager Functionality separately as it comes by default with the CRM installation. This functionality can work with CRM’s embedded email editor or Microsoft Outlook to send an email out of the… Read More »
Sage CRM has in built Escalation feature to get Real Time on screen notifications or updates on their Business. It also helps to notify about certain activities like Quote Expiration, New Opportunity etc. In this blog, we will explaining new Notification Rules that are introduced in Sage CRM v7.3. New Stuff: No Delete option for column… Read More »
In Sage CRM, while setting up a Web Deployment Manager, you can receive a warning message as “Error connection to Internet Information Server (IIS). Make sure IIS is installed on same machine” as shown in the screenshot below. This blog is a solution for the error message which we will be explained in our below blog.… Read More »
We all know that we can perform various functionalities with grid using Sage CRM client side API, there are various Methods and Properties which are provided for Grid Manipulation. Within grid we can easily change the link of cell or change the color of cell or remove hyperlink of any column and include many other… Read More »
Your email signature is as important as any other part of your corporate identity. Having a unified signature across the organization is the professional thing to do. You can even add any upcoming further events in organization. In below blog we have explain how you can create default Email Template with Signature of User and… Read More »
