Workflow is one of the best features Sage CRM has provided to track the lifeline of entities in the system. Through different rules we can take the entity on different stages which will elaborate the current state of that entity. Let’s consider opportunity entity for an example. When we progress opportunity workflow through different rules,… Read More »
In Sage CRM, we usually use popup windows to show the information or to make instant data entry. In the custom ASP pages we make use of DOM objects to do so. To show popup window what we do is: We prepares an URL at server side (or at client side) Creates button and set… Read More »
In Sage CRM, we can handle Sales and Service business flow very efficiently. To manage sales in CRM we use Leads and Opportunities whereas for managing services we use cases. To deal with the cases and opportunities flow; CRM has provided feature of workflow and that’s get activated in CRM automatically once Case/ Opportunity gets… Read More »
Letter merge is a part of daily activity followed in sage CRM implemented in several financial and service industries. Apart from emails being sent out, these people always keep in touch with clients by posting them the welcome letters, account Kits, statements, cards etc. These letters can be very easily merged in Sage CRM using… Read More »
Sage CRM has provided an advance functionality of “Workflow” to configure the life line of an opportunity, lead or cases as per your business rule. As a part of workflow you can set stage and status of an opportunity or a case throughout its lifetime. The workflows can be created or edited by following the… Read More »
Our customer means a world to us so how about putting the customers on the world itself. In Sage CRM there are existing add-ons which enable us to pin point a certain customer on the map. The Google powerful mapping features allows you to note the driving directions to his office and use the advance… Read More »
Another one in the Sage CRM – EES basket :). After the integration of the RMA entry screen with case entity in Sage CRM Greytrix is back with another one. This one provides the user with a dashboard which shows the data from MAS in a graphical format. Since we have used the Fusion Chart… Read More »
Secured password is mandatory feature in any application. If your password is not encrypted/ secured then there is a possibility of security violation or can anyone hack your password. To avoid these kinds of issues your password should be well formed and follow some rules. Sage CRM includes two major modules that are: – Sage… Read More »
Apart from GUMU™ for Sage CRM – MAS 90/200 integration, Sage CRM and MAS 90/200 EES is another product which enables the user to have the integration between two system. No, this is not the blog where I am comparing the two products (I will save it for later :)). I would like to take… Read More »
Ideally speaking this will not be an out of box feature that everybody needs in CRM, however I came across many such requirements these days where people either wanted to use id fields on the screen as unique reference values. Some just wanted to display them on the screen for viewing purpose. Some wanted to… Read More »
