Category Archives: Visibility

Sage CRM 2021 R2: Word wrapping not supported

In Sage CRM, the customization section has supported various field types that could help in capturing or managing the customer data in an efficient way. The Administration section of Sage CRM not only allows to just use these fields but also make alterations such as change in caption, character limit, field size etc. Along with… Read More »

Sage CRM 2021 R2: Change the appearance of Pipeline chart

Sage has come up with a new release of Sage CRM i.e., Sage CRM 2021 R2. As we know, every new version of Sage CRM come up with some new features that either enhances the functionality or the user interface to manage the Customer Relationship. It also helps in making the business processes smooth and… Read More »

Deselect Create Communication during Mail Merge in Sage CRM

Sage CRM’s Mail Merge functionality is well known for merging all the details of CRM records into the Word or PDF documents. Mail Merge being a server – side process, doesn’t make it obligatory for the client machine to get Microsoft Word installed to perform mail merge. The merge process is cross-browser compatible which simply… Read More »

How to Add field-level help (ToolTips) by Configuration

Sage CRM’s Database Field properties has helped in capturing various data types of information on every entity’s form. The provisions to manage or control the max length, entry width of different entry types of fields has made CRM flexible and user friendly from user’s perspective. One thing that has been missing in CRM field’s is… Read More »

Configure Quick Find to Exclude fields from Quick Find Search

We all are aware of the Quick Find feature of Sage CRM. Quick Find feature has made the search functionality very easy and flexible by enabling search on single-line text, email address, and URL fields within all the primary entities as well as on custom entity records at once. This feature is very useful when… Read More »

Sage CRM 2021 R1: Click to Dial Links

With the latest release of Sage CRM i.e. Sage CRM 2021 R1, many exciting features have been introduced that has helped to manage the Customer Relationship and other business process in a smooth and trouble – free manner. Sage CRM 2021 R1 provides the following new features and enhancements: Support for OAuth 2.0 Click to… Read More »

Sage CRM 2020 R2 Alignment issue in Internet Explorer

Sage has announced the latest release of Sage CRM. Sage CRM 2020 R2 is now available to clients and partners. With the release of Sage CRM 2020 R2 new features and enhancements are made available in few areas. This area includes Exchange Online (Office 365), Mailchimp, Advanced Customization Wizard, Software Development Kit (SDK), Logging and… Read More »

Editing the look and feel of Summary Reports and PDF Reports in Sage CRM

Sage CRM’s inbuilt Reporting tool is one of the prominent features which have helped the people relying on CRM for data management to project or represent the data in the desired format. The wide collection of Reports available within CRM has made it easy for the CRM users to extract the data in different formats… Read More »

Controlling column’s width in List or Grid using Client Side API in Sage CRM – Part 2

Sage CRM has always been flexible enough to modify the look and feel of screens, lists, or grids. With the help of Standard CRM methods in combination with Client-side API, implementers can easily make such modifications to achieve business requirements. You can refer to our below post wherein we have explained part 1 of this… Read More »