In the year of 2019 Sage has come up with two latest release of Sage CRM (2019R1 and 2019R2) which includes new features to help the organization’s front office. The issues which were addressed by end users like custom entities workflow and navigations, Report, Mail merge and many more are been solved in the latest… Read More »
One of the scenarios in Sage CRM is that after some time the user is automatically logged out or kick out to the Login screen in Sage CRM. As we know Sage CRM is providing multiple configurations inside itself to handle some features. So the solution to that scenario is already in the Sage CRM… Read More »
Sage CRM, is one of the most flexible software to customize and achieve any complex requirement specified by the client. Client-side scripts are brought into play for many purposes. On change, functions can be used to hide/show fields on the screen. Likewise, you can also highlight fields by including conditions to your script or show… Read More »
Hello Readers, as we all know about Sage CRM and its pre-built functionalities which are used to make smooth facilities of CRM, such as Reports, escalations, Email Templates, etc. Today we are going to discuss Email Merge Template features, how you can edit a Mail Merged document within CRM instead of deleting the existing and… Read More »
We all know that new Self Service portal is fully responsive in design and this will provide much better user experience to customers. The beauty of this tool is, it is designed in such a way that you can easily control and customize the user interface and incorporate essential functionality as per your business needs.… Read More »
Every new version of Sage CRM has provided with some or the other new features which has improved system stability, user experience, ease in third party apps integration and so on. Sage CRM 2018 R2 has come up with a new feature related to Custom entity, which has helped to load custom entities list faster.… Read More »
Sage CRM Self Service portal is designed in such a way that we can use the Sage CRM user interface and customize it as per the requirement. Its access can be given to customer so that they can stay updated with their cases, leads, tasks or other information which we want to share with them.… Read More »
The new Self Service Portal is taking Sage CRM to the next level. With the help of this portal you can provide your customers with anytime, anywhere access to resources and information. Customers can log into New Self Service portal and typically perform following tasks: View Account Information: They can view the cases logged through… Read More »
Sage CRM Portal has improved User experience by extending Customer’s access to the data inputted by them as well as updated by the vendor. A fully responsive version of Self Service portal has provided Menu options to log and search the Ticket details. But, have you ever thought of accommodating certain changes to ease the… Read More »
One of the best feature available in Sage CRM is Email functionality. Sage CRM Email Integration allows users to send and receive emails directly in CRM by configuring SMTP and POP details in CRM. Users can then easily process these emails by taking necessary actions such as logging a Ticket, creating an enquiry or so… Read More »
