Hello readers! How many of you find the coaching texts on CRM screens helpful? Most of the people disable these or remove them from the screen. Well, can this area be customized in order to make it more interesting? For e.g. In my organization login page for all the users is set to Calendar and… Read More »
Hi folks! In this article I will be explaining how you can link your website address with your CRM Main Menu. Consider adding a button in SageCRM which navigates to the company website. This can be done with no customization at all. Here is how.1.Login to CRM.2.Go to Administration |Systems |System Behavior 3.Click on Change… Read More »
As of now we all are aware that Sage CRM provides every possible way in managing the details related to customer. But what if we need these details to be updated on frequent basis ; do we need to perform it manually? Sage CRM comes with a functionality which performs this task with an ease.… Read More »
As we all know Sage CRM provides us with a customized way to keep record of the issues or say cases assigned to a user. But what if this cases are remained untouched! Does your CRM help? No! That is where the Service level agreements (SLA) come in. SLA provides us with the functionality to… Read More »
In big organizations you do not want your users to roam around in CRM to search for information hence you implement the dashboards for faster access to data. Using Interactive Dashboards it is also possible to have Main menu buttons on the dashboard itself so that they don’t have to right click on options in… Read More »
For major primary entities in Sage CRM such as Cases, Solutions, Opportunities, Leads, Campaigns, Companies, People we can create workflow in SageCRM. Workflow is the way of schematically progressing the work on any entity. In this blog, I will explain how we can disable the entire Workflow itself for any entity. Follow the below steps… Read More »
In Sage CRM, Users can use an excellent feature of “Mail Merge”, which is used to print Customer Details, Sales Order Details etc. In our previous blog, we explained how “Mail Merge can be done in Sage CRM“. However, there was no way to print current date on the Template. Well, it can be done… Read More »
Sage CRM is a license product and every license product has its expiry. However, if Sage CRM license key get expired, one can easily obtain new key from Sage Partners/Resellers. Now, the next step is to activate the License keys for Sage CRM. There are 3 ways user can change the License keys of Sage… Read More »
Sometimes Sage CRM shows a Metadata load error under Log Off button in Sage CRM. From the error message, it looks like Sage CRM is unable to load visitor table. After some research, we implicit that visitor table is available in Self-service database. Hence, we checked the Self-service configuration and found that Self-service Database server… Read More »
We all know, Sage CRM comes with the functionality to provide you with the quick overview of the information related to any entity. This is nothing but in the form of Reports, Dashboards etc. You can export reports to Screen, PDF, excel etc. Now when I export them to screen will it be possible to… Read More »
