Some days ago I came across this interesting topic on Sage CRM community site hence thought I would share the same with my reader here. In today’s business world, along with managing the work every person wants to stay updated with the currency rates. Sage CRM does support multiple currencies, but updating exchange rates used… Read More »
In our last post, we discussed about Ways to replace Sage CRM license Key. We came across this new situation where after upgrading Sage CRM to v7.2 you might have observed message as “You are using an unregistered version of Sage CRM. Please register your Sage CRM software” in Sage CRM. Refer below screenshot. The… Read More »
In this blog we will have a quick look at some of the important and essential tables of Sage CRM. GUMU : Integrate your Sage 500 ERP system with latest Sage CRM – Realtime In Sage CRM, entity data is stored into the tables with identical name. For example, 1. Company entity data is stored into the… Read More »
Hi folks! In this busy life we hardly get any spare time for our self. So it becomes important to manage time. And in order to manage time we need to complete our task in minimum time. With this blog I will be explaining how you can create component in less span of time. To… Read More »
SageCRM provides a feature for creating Document Templates in the system and generates Mail Merged letters on the fly. However this is one of the most Memory consuming features. The New Stuff: Twitter account under MyCRM SageCRM 7.2 On the application servers with less Random access memory (RAM) there might be considerable amount of effect on… Read More »
Keyword search allows users to search for keywords across all primary entities. Keyword search box is available on Find screen of all primary entities. The New Stuff: Customizing Outbound Call Lists Have you ever seen Keyword search box is not visible on any Find screens? Basically keyword search depends on the Sage CRM indexer service which… Read More »
Few days back we came up with an interesting question if outbound calls tab can be customized to add custom tab as per requirement. Well, answer is Yes, one can easily add custom tab. New Stuff: Twitter account under MyCRM SageCRM 7.2 Consider an example that you wanted to show all existing opportunities tab on this… Read More »
We all are familiar with most of the features provided by Sage CRM 7.2 which provide various means to manage Customer Relationships with individuals or organizations. What if you get to socialize to access more information about a person you will be meeting for an opportunity and that too right in CRM itself? Well yes!… Read More »
In our previous blog we had discussed regarding the Xeware control Document Plug In. Refer the below link for the same. https://www.greytrix.com/blogs/sagecrm/2011/08/26/xeware-document-drop-plug-in/ Sage CRM v7.2 has introduced a new feature to show/hide Document drop button from Communication screen. The New Stuff: Open Sage CRM Tabs in New Window Using Document Drop button on communication and calendar… Read More »
Recently, we came across an opportunity, wherein client wanted us to open particular Sage CRM tabs in New window, when user clicks on it. The New Stuff: Show Campaign/Wave Activity in Communication screen Suppose you wanted to view all opportunities of a Company. However Company summary should also be available in front of you. Hence, to… Read More »
