This blog is in continuation of our previous blog where we shared the process of our customized module to manage Claims & Bills amount submitted by the Sales Person. You can explore the overall features of Claim module integrated within Sage CRM by accessing below link. But as every user demands ‘Change’ either in the… Read More: Advanced level of Expense Module in Sage CRM »
As you all know, Data Upload functionality of Sage CRM has reduced the efforts of data capturing or updating the system with required information in bulk. The Data Upload feature comes with default options to upload Company, Contacts and Leads. But as it is said every coin has two sides; data upload feature also comes… Read More: Auto Sync Data through Upload Routine in Sage CRM »
As we all know that using Data Upload feature of Sage CRM we can update our system with required information and then the system can be handed over to user to make use of functionality. The Data Upload feature comes with default options to upload Company, Contacts and Leads. New Stuff: IIS Configuration for Sage CRM… Read More: Error with Account Manager field while uploading Company Data »
Sage CRM is one of the most advantageous business application launched by Sage. Day by day it is getting more advanced with new level features. Beauty of this application is its simplified UI, ease in configuring reports or dashboards as per your requirement etc. Even the very first step i.e. the CRM installation doesn’t not… Read More: IIS Configuration for Sage CRM »
Sage CRM is very much flexible to manage different type of scenarios as per the business needs. But we can’t even deny the level of comfort gained through Standard CRM system which helps in managing the time with the amount of functionalities offered. In below article, I will explain one such functionality of CRM which… Read More: How Territory is set to User Home Territory? »
As we know SAGE CRM provides a feature of Escalation to send important Reminders or Notifications to our valuable customer. This feature is available for the standard entities of CRM like Cases, Opportunity, etc. But the same functionality and processes can be utilized for customized entity as well. In this blog, we will be explaining… Read More: Enabling Escalation feature for Secondary Entities »
This article is in continuation of my previous blog, where I explained how we customized the Document Module of Sage CRM to arrange the provision of Download & Print Images without any intervention of other tool. In below post, I will showcase you advanced level of features that we made available for individual images within… Read More: Features to manage Images through Sage CRM – Part 2 »
In today’s world, where various types of Industry Segments are evolving on the same hand; managing these business with advance level of technology is also meant to be the most prominent or say demanding feature for every mankind. Recently one of our customer who managed the Valuation and Inspection services in the field of Survey;… Read More: Features to manage Images through Sage CRM – Part 1 »
As we all know, Sage CRM works on SQL views to return records in response to user searches and to present relationships between different entities. For example, a view might list all the cases associated with a particular company that are assigned to a specific user. Creating advanced user-defined views entails administrators employing SQL operations… Read More: How to alter View Script Field’s Data Entry size in… »
We all are familiar with the social networking service/sites available nowadays, which is a platform to build social networks or social relations among people who share similar interests, activities, backgrounds etc. Been awestruck by this feature, one of our client requested for such kind of functionality within CRM. In below article, I will explain how… Read More: Chat Rooms within Sage CRM »
