Sage CRM’s various entities, be it Primary or Secondary have a unique identity value generated against each of its records. This id values getting auto-generated reduces the efforts of developer in order to create a unique identifier for the entities. Though these values are visible at Database level, there is no standard way of displaying… Read More »
There is no doubt in the efficiency of Sage CRM in terms of maintaining and managing the data. One of the added feature is the look and feel, the user-friendly UI of all CRM entity’s screen which helps the User to understand data entry functionality quite easily. One of the minor drawback of this UI… Read More »
Sage CRM has numerous built-in functionalities which helps to manage Customer Relationship all through a single system. Be it recording Customer data, capturing Enquiries, tracking support cases or maintaining follow-up data. Sage CRM’s Email functionality helps in managing both the inbound and outbound communications with ease. But have you ever noticed these Email Communications fails… Read More »
One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen.… Read More »
In Sage CRM Preferences tab is enabled for everyone and individual user can have control over the way the information needs to be displayed. User can set the display of information to better suit the way they work. Example, for sales representative user, their main interest is probably the status of existing opportunities. Using the… Read More »
Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. Sometime it becomes difficult to manually update each Territory security profile rights. But there is an inbuilt feature in Sage CRM where you can Mass update all Parent territories, Security profile and also there sibling territories… Read More »
Search Select Advanced Fields in Sage CRM is one of the powerful tool which helps to sort and search the data efficiently. Just by inputting first few letters of the data, it reduces the search results by sorting the data from the entity’s master table. SSA field of Sage CRM has itself got various properties… Read More »
Sage CRM has always been helpful to manage and maintain Customer relationship data with an ease. It has always been easy to accommodate various customizations with different programming libraries such as jQuery, Javascript or say Client side API. Earlier, we had explained how you can append Logged in user name to Custom tabs. You can… Read More »
As we all knows that Sage CRM fully supports client side scripting languages like JavaScript, JQuery etc. There can be a various purpose of using JavaScript in CRM but commonly we use for hide and show of fields or to populate value in one selection field based on selection made in another field. Today we… Read More »
