Sage CRM – Tips, Tricks and Components
Hi folks! As we all know that whatever changes we do in CRM whether on screen, workflow, etc. The changes gets recorded in CRM under Component Manager which helps us to deploy the customization on client system. New Stuff: Configuration to display correct Forecast values Now, suppose you are working on a project where you have… Read More »
In Sage CRM, when a lead, communication or opportunity is created system provide a provision to create On-screen notification which will act as an alert engine for the user. This On-screen notification will be available under My CRM area. But, there is possibility that user may forget to check the notification area which will lead… Read More »
As we all know that Sage CRM workflow plays a substantial role while defining a process flow for users to make effective usage of CRM. In every implementation, we usually sketch out our processes for major entities such as Lead, Opportunity and Case. These entities are mainly used by sales or services team users to… Read More »
With the latest release of Sage CRM 7.3, Sage has introduced a new and quicker way of creating Opportunities in Sage CRM through Quick Sale Workflow. The Quick Sale workflow has limited and fewer stages than the standard workflow. This new workflow would be beneficial in an organization where product selling lifecycle need not to… Read More »
As you can see, we are exploring features newly launched in Sage CRM 7.3 extensively on our blogs these days. Today I will share one such most waited feature that I personally liked a lot. Now we have an option to create PDF merge document similar to word merge in earlier versions. New stuff: GUMU Sage… Read More »
In our earlier post, we had explained how to restrict any particular user from accessing workflow rule. Refer below link. Restricting Workflow rules to Assigned User New Stuff: Secure Documents and Communications in Sage CRM In this blog, we will explain how to restrict access on Workflow Rules based on Teams. Consider an example, where you… Read More »
The day when it was announced that CRM is available on cloud (i.e. Sage CRM 2014 R2); the curiosity and thirst of knowing new features as well as the look and feel of available features have been in lot of demand, among the partners. Keeping this in mind, I decided to share a post about… Read More »
Workflow is one of the powerful features of SageCRM. We can define workflow Rules for systematically updating data for the entities through workflow. Every rule must be associated with set of actions. Sage CRM Workflow has several workflow actions that can be configured for any workflow rule as shown in below diagram. New Stuff: Implementing… Read More »
Workflow is the best selling point of SageCRM and for every business process Progressing entities through workflow is the way to track who is updating what. New Stuff: Advanced E-mail Management Server Options As you know Workflow is based upon “Rules” and “States”. On click of “Rules “respective progress screens opens up. These screens contain… Read More »
When it comes to progressing workflows, updating values in any entity of CRM Tracking is very much necessary. Being business software CRM handles very delicate data and we cannot afford anybody to just go and change anything. Hence the Tracking functionality has been provided by SageCRM out of the box. The New Stuff: Checklist for… Read More »