When it comes to set up integration of Client side add-ons with web applications, security rights and restrictions always comes into consideration. We have been writing blogs on various process as well as features explored of Sage CRM Outlook Integration. In today’s article, I will share my experience where I have been facing an issue… Read More »
This blog is in continuation of my previous blog wherein I have explained the process of Merge Person functionality of Sage CRM. You can refer below link for the same. Related Post: Remove Duplicate records, move data of one Person to another in Sage CRM Though the Merging option has helped to manage data accuracy and… Read More »
Customer Relationship Management refers to the strategy and practice that helps the companies to manage and analyze customer interactions and data to improve or facilitate the sales and service related transactions throughout the Business lifecycle. One of the major requisite before stepping into Sales or Marketing process is to get proper details for approaching the… Read More »
Sage CRM allows to log/manage all Sales and Service records against the Company and Person entities very efficiently. But have you ever faced such a problem, where your Sales executive mistakenly created duplicate person records in CRM. And many transactions had been logged against both the records. How do you manage Data Accuracy??? New Stuff: Change… Read More »
Recently, we came across a unique requirement where customer wanted to filter Email In and Email Out communications in single click. By looking at the standard screen we can only filter Appointments and Tasks but how to filter all Emails was a challenge. New Stuff: Hide Interactive Dashboard Panel for Non Admin User By adding the… Read More »
Sage CRM always help us to achieve the functionality and enhance the usability of the system with its available features. Similarly, relationship is one of the feature of Sage CRM which allow us to create graphical hierarchy of available data. Recently, we came across a blog on community site which I thought needs to be… Read More »
As we know that using client side API, java script, .net API, CSS Script we can change the standard way of displaying Sage CRM grids by adding colors to it. Likewise, in this blog we will be looking at the trick that will allow us to change the Grid color by changing the CSS file… Read More »
The interactive dashboard is a highly-customizable workspace where you can control what information you need to see to be effective in your job. You can create multiple dashboards and gadgets by choosing the feeds, workflow and actions. New Stuff:Redirecting to Custom Dot Net Summary Page from Report Column Hyperlink In this blog will explain how… Read More »
Interactive Dashboard feature of Sage CRM 7.3 is one of the most powerful and useful feature designed yet by Sage. Variety of gadgets, lists, charts are easily available and by configuring them together we can build various reports based on our need. One more useful thing is you can control it’s CSS as well in… Read More »
