Category Archives: Sage CRM 7.1 SP2

Make your Sage CRM Resource Planner Compatible with Sage CRM 2017 Release

The latest release of Sage CRM 2017 R1 and R2 expands your business horizon by introducing extended benefits and new features for enterprises. This includes an enriched user experience, simplifying navigation and providing faster access to information for the CRM users. Greytrix, a Sage ERP – Sage CRM Gold Development Partner, has enriched its CRM Product Suite… Read More »

Create Email Signature feature in Sage CRM 2017

Sage CRM 2017 provides new feature of creating Email Template using “Create Email Signature” present in Preferences tab. Instead of creating email template using Email and Document settings, we can create it by simply navigating to Preferences tab. New Stuff: GUMU™ for Sage CRM – Sage X3 Integration video tutorials Steps to Add New Email Signature… Read More »

Display Logged in User Name on browser tab within Sage CRM

In Sage CRM, one can easily understand which user has been logged into CRM from My CRM tab. New Stuff: “Send to MailChimp” button in Sage CRM 2017 Generally, when users logged into Sage CRM, browser shows current Sage CRM tab name. For example, if user’s landing page is Calendar then browser tab will show the… Read More »

“Send to MailChimp” button in Sage CRM 2017

MailChimp feature has been introduced within Sage CRM 2017. Using MailChimp emails can be sent to a group of people on a single click. New Stuff: Showing Last Updated By And Updated Date Time In Company Top Content Our implementation team was working on MailChimp configuration and came across a scenario that Sends to MailChimp button… Read More »

“Favourite” feature in CRM2017 R2

In Sage CRM 2017 lots exciting features has been added. In this blog, we are going to explain “Favorites” feature which will help you to add important statistics or facts into one bucket as you can store into Favorites bar of IE/Google Chrome browsers. New Stuff: Customizing the Date field using JQuery in Sage CRM This… Read More »

Make your Sage CRM Project Manager Compatible with Sage CRM 2017 Release

The latest release of Sage CRM 2017 R1 and R2 expands your business horizon by introducing extended benefits and new features for enterprises. This includes an enriched user experience, simplifying navigation and providing faster access to information for the CRM users. Greytrix, a Sage ERP – Sage CRM Gold Development Partner, has enriched its CRM… Read More »

Allow users to edit additional user preferences options on their own.

In Sage CRM Preferences tab is enabled for everyone and individual user can have control over the way the information needs to be displayed. User can set the display of information to better suit the way they work. Example, for sales representative user, their main interest is probably the status of existing opportunities. Using the… Read More »

Add Profile rights for User’s Parent territories and their Sibling territories.

Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. Sometime it becomes difficult to manually update each Territory security profile rights. But there is an inbuilt feature in Sage CRM where you can Mass update all Parent territories, Security profile and also there sibling territories… Read More »