One of the best feature provided by Sage CRM is Groups, which is used for grouping a set of records of a particular entity. This functionality is available for all the standard entities of SAGE CRM i.e. Company, Person, Cases, Opportunity etc. This grouping can also be done based on a specific condition for example,… Read More »
We all know how we can add color to columns or rows of a list or grid using Sage CRM Api filterWhere condition. But if we notice carefully, a date field contains the value of Today or Tomorrow then it is displayed a “Today” or Tomorrow” in Sage CRM list/grid. So filterWhere condition cannot be… Read More »
In the latest version of Sage CRM 2018 R3, many new functionalities are been added to it. We all are aware of the Calendar List functionality been introduced in Sage CRM 2018 R3. Calendar List allows us to view Communications created for a User in a more easy and responsive manner. It also allows sorting… Read More »
In Sage CRM, Groups feature allows you to create, edit, and save lists of people, companies, leads, cases, opportunities, quotes and orders based on defined filter criteria. Groups are based on the SQL views generated by queries. The views that are used to create group’s needs to be designed such that each row should return… Read More »
In our earlier blog, we explained about the new feature introduced in Sage CRM 2018 R2 i.e. Consent. It helped to capture the global and local legislation surrounding people data, including the GDPR in Sage CRM. In this blog, we will explain how you can maintain tracking of those persons who haven’t responded to the… Read More »
Sage CRM provides System administrator with easy ways to add or remove fields from the system. Every screen and list in CRM draws its data from the views which are based on the SQL tables linked to a particular entity. Thus whenever a user needs to add a field belonging to a different entity, he… Read More »
With the introduction of latest Sage CRM 7.3 patch i.e. SP3 they have come up with great enhancements in terms of UI/UX which has increased user experience. New Stuff: Display Distinctive Records in Reports Let’s see each of them in this blog. 1. Navigation Bar: The navigation bar is now more fit to screen and has… Read More »
Hello everyone! As we know that SAGE CRM is enriched with number of functionalities such as maintaining Customer records, creating communications against customers, attaching documents in communication record, etc. The communication list also display records with attachment but it doesn’t allocate the “Column Name” to it. Can we give suitable name to the column for… Read More »
Reports module has been proved a very essential as well as important part of Sage CRM. Reports not only helps in getting a clear idea of the ongoing work but also provides an overview of the historical data from the past years. In every Business organization, Managers or the Team Leaders are very much concerned… Read More »
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 »