For every business, communication is the most important aspect that needs to be managed appropriately. As you all know, Sage CRM has helped to manage all the business related chores such as maintaining Customer database, managing Enquires and Opportunities of these customers, logging of service tickets, and scheduling appointments and so on. The communication records… Read More »
Sage CRM’s Calendar tab helps the Users to manage Appointments and various other Tasks such as, taking a follow up from customer, sending an email, scheduling a call etc. effortlessly. Users can not only create tasks for themselves but can also assign it to other subordinates with ease. With the launch of Sage CRM 2017,… Read More »
Over the time, Sage CRM has proved very beneficial and profitable in terms of managing Customer information as well as incorporating their Business process. Many a times, Sage CRM’s vanilla system itself suffice Customer’s requirements and the business process. But even in such cases, few field and screen level tweaks are easily configurable. Recently, we… Read More »
With the release of Sage CRM 2018 R2, a new feature was also introduced by Sage CRM i.e. Consent. Sage CRM 2018 R2 has allowed to demonstrate readiness for key global and local legislation surrounding people data, including the GDPR with the help of Consent. In Sage CRM, Consents can be created against the Person… Read More »
In Sage CRM, Groups feature allows you to create, edit, and save lists of people, companies, leads, cases, opportunities, quotes and orders based on defined filter criteria. Groups are based on the SQL views generated by queries. The views that are used to create group’s needs to be designed such that each row should return… Read More »
You all are aware of Quick Find feature of Sage CRM 2017, it has made the search functionality easy and flexible by applying the search norms within all the entities as well as fields of CRM on one single action. This feature has proved very useful for the Call Center users who needs to find… Read More »
Quick Find in Sage CRM is one step search feature which allows the users to perform a quick search within all the Primary entities of CRM. Moreover the search factor doesn’t depends on any specific criteria, but it searches through all the fields of these entities be it a Simple text field, multi-line text field,… Read More »
Sage CRM installer installs different types of services on the CRM application server. These services are useful to run different types of mechanisms in CRM. Below are the services with their use. CRM Indexer Service: This service is useful to run the Keyword search functionality in CRM. It creates index in all the database records… Read More »
Customizations in Sage CRM using Client side API has always proved to be easy and time saving. Hide and show of fields on the screen, Adding or removal of buttons etc. are some of the examples of screen customizations using Client side API. Recently, we had explained you about masking Email and Phone number in… Read More »
“Error exporting reports to excel” or “The Dashboard has experienced a problem. Please contact your System Administrator.” are the dreadful errors ever faced in Sage CRM. Although, there have been a knowledgebase in order to tackle these issues; causes of the error differs in its own way. New Stuff: Display 3 Line Menu Feature in SAGE… Read More »
