Category Archives: Screen

Enhancements to Notification list in Sage CRM

Sage CRM has never failed to amaze us with various exciting features, be it related to new functionalities or user interface. The ease in adapting changes with few steps of configurations is a value added advantage of Sage CRM. In this blog, we will explain how we adapted changes in Notification list of CRM. New… Read More »

How to customize Grid’s column header caption in Sage CRM on runtime?

The Grid or List in Sage CRM allows user to view the multiple records on a single page. Sage CRM also allows Users to personalize the settings i.e. chose the number of records they wish to see in the list; from the Preferences tab. Besides this, these lists can be customized to a greater extent… Read More »

Enhance a Custom entity list for loading results faster

Every new version of Sage CRM has provided with some or the other new features which has improved system stability, user experience, ease in third party apps integration and so on. Sage CRM 2018 R2 has come up with a new feature related to Custom entity, which has helped to load custom entities list faster.… Read More »

Set Date Format in New Self Service Portal

Sage CRM Self Service portal is designed in such a way that we can use the Sage CRM user interface and customize it as per the requirement. Its access can be given to customer so that they can stay updated with their cases, leads, tasks or other information which we want to share with them.… Read More »

Add Calendar control in Self Service Portal

The new Self Service Portal is taking Sage CRM to the next level. With the help of this portal you can provide your customers with anytime, anywhere access to resources and information. Customers can log into New Self Service portal and typically perform following tasks: View Account Information: They can view the cases logged through… Read More »

How to overcome issue with Multi select fields in Sage CRM 2018 R3?

With the release of new versions of Sage CRM, great enhancements has been introduced in terms of UI/UX which has improved the User experience to a huge extent. Sage CRM has always been in talks for its flexible and configurable nature where the layout can be modified with ease. However, recently while working with Sage… Read More »

Constructing Complex Saved Searches using Advanced Find in Sage CRM

In our earlier blog, we have explained how to Construct Saved Searches using from Search Screens in Sage CRM. In this blog, we will explain how to construct complex saved searches using Advanced Find feature. New Stuff: O/E Inquiry and A/R Inquiry tabs in Sage CRM 2018 R3 – Sage 300 2019 Integration To create Complex… Read More »

Build Interactive Dashboard Gadgets using Saved Searches in Sage CRM

Interactive Dashboards is the powerful feature provided by Sage CRM which is used to represent data in a collective manner. In our earlier, we have explained how Interactive Dashboards are built using SQL Views, SDATA List, ASP Pages etc. Refer related blogs section for more details on it. New Stuff: O/E Inquiry and A/R Inquiry… Read More »