Category Archives: Sage CRM7.3

Changing the color of hyperlinks in sage CRM

Now a day’s most of the Sage CRM users use Contemporary theme as preferred theme as it looks well organized and user friendly. Main menu drop down list, recently viewed records, top bar icons and buttons are well organized which helps user to access the information easily. New Stuff: Notifications not working in Sage CRM 2017… Read More »

Use of Exclude All and Include All buttons in Static Group

GROUPS is a very efficient feature provided by SAGE CRM using which we can collectively refer to the several entity records at the same time for performing particular action. This functionality is available for all the standard entities in SAGE CRM like Company, Person, Cases, opportunities etc. In this blog we are going to explain… Read More »

Send Reminder Messages based on Task & Appointment Priority in Sage CRM

There are many additional features in Sage CRM. In this blog we will be discussing on reminder emails that can be sent based on priorities. Mostly there are three type of standard priorities. High Normal Low New Stuff: Showing All Communications in Calendar List of Sage CRM 2018 R3 Every user has his own preferences set… Read More »

Features of Calendar List in Sage CRM 2018 R3

With the recent release of Sage CRM 2018 Version, many additional features are been introduced such as Quick find, Mailchimp Integration etc., also additional Calendar features too were implemented which are useful for Sage CRM users in our blog we will be introducing about Calendar List features. New Stuff: New Features in System Behavior in Sage… Read More »

New Features in System Behavior in Sage CRM 2018 R2

In Sage CRM 2018, there are new features are introduced into the System Behavior settings to improve the security of Sage CRM. New Stuff: Adding and Sorting of Additional Fields to Calendar List in Sage CRM 2018 R3 System behaviors are the configuration setting that are applied to all the user using the Sage CRM. In… Read More »

Adding and Sorting of Additional Fields to Calendar List in Sage CRM 2018 R3

We all are aware of a new feature “Calendar List” tab introduced in Sage CRM 2018 R3, which allow us to use Standard Calendar information in more easy and responsive manner. It allows sorting of data of the following fields: Attachment, Person, Company, Subject, Detail, Status, Type, Action and Date / Time in ascending or… Read More »

Search using Address, Email and Phone Data in Quick Find

Among all of the changes and updates into Sage CRM 2017, the inclusion of quick search feature has been the highly praised featured by users. It allows CRM users to search data in no time. This feature has helped users to reduce navigation time and enhance their work efficiency. Quick search box option is available… Read More »