Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view Reports and Charts with Gadget Name. In this blog, we will explain how we can remove Gadget Name in an Interactive Dashboard. New Stuff: Provision to review MOM details right from the Dashboard Below are the… Read More »
We’ve all heard the saying “Time is Money.” This is especially true for Sales and Marketing people where they have constantly been asked to do more in less time. Sage CRM has provided many effective time management features right from the Mass update of data to Bulk Email. New Stuff: Company Notes Tab in Sage CRM Keeping… Read More »
Notes tab in Sage CRM allows you to add notes to Leads, Companies, Persons and Opportunities. It is an easy way to store and share important information that user can view in record. It acts as a free text area about the record for which all user has access to view it. Notes tab shows… Read More »
Hi folks! As we know Sage CRM has its own default themes defined which are version specific. You must be acquainted about how we can change the default themes or create our own themes in CRM. Below is the link for your reference. Adding a new Theme to Sage CRM New Stuff: GUMU Customizer – Adding… Read More »
The “Update Territory” function allows you to simultaneously update same fields in selected records within a group. Due to changes in the business structure such as size, geography, type etc companies are required to change its territory. Then Sage CRM Update Territory function can be used effectively. New Stuff: Signature in Sage CRM In the… Read More »
Nowadays businesses have evolved, we have come a long way from Shops to Websites, E-commerce, home deliveries and then Mobile Apps. New Stuff: Enable Workflow Capability to an existing Entity Major part of service industry is customer satisfaction and feedback. To maintain the Quality of Service and everyday transactions updated. Companies need the data of every… Read More »
In one of our earlier blog we have discussed about Information and Error message feature of Sage CRM 7.2. Information and Error Message feature in Sage CRM v7.2 Now in this blog we are going to discuss the additional uses of Information Message in Sage CRM. We all know Sage CRM Pipeline shows the quick view… Read More »
Date Preferences: A Date is made of three elements namely Month, Date and Year and we can set combinations depending on country to have a date format. Example MM/DD/YY. Sage CRM has different date formats which user can set for his own instance in User Preferences. Once user selects date format, all the date fields… Read More »
In the Business world, Organizations can have Customers all over the world. Organizations can track their Customers Country code and Area code in their records. It depends on individual Organization to track Country code and Area code in their records. New Stuff: Posting Single Invoice Entry from Sage CRM for Multiple Shipments In Sage CRM… Read More »
GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. Using GUMU™, a user can promote Sage CRM Company, promote sales order from Sage CRM to Sage 100. In addition to this, all the information for Sage 100 customer flows between Sage CRM – Sage 100 on real time depending… Read More »
