You all are aware that sage has introduced the latest release for Sage CRM i.e. 7.3. With this release sage has introduced some new features which we have discussed in recent blogs. Among them another new feature available is Enhanced Text Editor in Email and Mail Merge Template. New Stuff: Sales Metrics for Managers in Sage… Read More »
In our last post Sales KPI dashboard in Sage CRM 7.3, we read about dashboards available in latest release of Sage CRM which are termed as Business Accelerators. Today, we will discuss one more type of dashboard which can be used by managers to get the better picture of the organization and current position of sales.… Read More »
Sage CRM 7.3 is released with a lot of valuable features for every business and we are so excited about it, that my team has decided to post series of blogs on the new features added. Today we will discuss one more such exciting feature. With the launch of Sage CRM 7.3 new Management Dashboards are… Read More »
With the release of new version of Sage CRM always there comes a question in our mind “What database and other changes will be there?” From a technical consultants point of view we also need to think about the expected changes we need to make, as and when it comes to upgrading from previous version… Read More »
We have already explained how to modify Standard Entity Summary screen by adding Divider or Subsection to it (Refer below link for more details). https://www.greytrix.com/blogs/sagecrm/2013/07/24/add-divider-or-subsection-for-existing-screen-in-sage-crm/ New Stuff: Eliminate Type field in Company Entry Screen of Sage CRM Recently we came across a requirement wherein we had to modify the Standard Entity screen to add a new panel… Read More »
Recently on the community forums, we came across a question where the user wanted to eliminate Type checkboxes which are available on Company Entry screen in the Person block. Read on to see how it can be done. New Stuff: Default Escalations in CRM 7.3 Steps to Remove Type field are as follows. 1) Log into… Read More »
When we do any business, Escalations are important. The word escalation means “To pass (a transaction or case) on to a higher level in an organizational hierarchy”. Escalations enable you to ensure on time response to customer for everything. Till the version 7.1 Sage CRM had provided some escalation actions to handle default assignments, communication reminders etc. New Stuff: Dot Net Admin and DLL Security Levels Sage CRM… Read More »
Hereby I am explaining troubleshooting steps of an issue occurred during the integration process. Despite my email Id was correct; still was facing the issue highlighted below: New Stuff: Sage CRM 7.3 – Introduction of New Opportunity Workflow You will find there is a new log file created to capture MailChimp related transactions in… 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 »
