Sage CRM allows users to store and access the data in an efficient way. To access data efficiently Sage CRM provides functionalities like Advance Find, Quick Find, and Keyword search, etc. which can be customized as per user’s requirements. To know more about these functionalities, refer below:3 ways to Search Information in Sage CRM New… Read More »
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 »
Today I will revisit one of the oldest, but very much useful tricks related to web forms. Most of the forms nowadays need relationship to be established between two fields. For example when I select Product interest in one list it should filter Sub product interest in another field. Today I will explain how this… Read More »
This is in continuation with the series of blogs I am posting on Sage CRM 7.2 features. This is one of those changes which will make Developers, Report Managers life easy. Sage CRM 7.2 has given the flexibility where report columns are arranged in alphabetical manner, so if your report view has more columns you can… Read More »
Recently I came across a requirement from client wherein I have to sort selection fields alphabetically which comprise of approximately 400-450 selection options in it. If it would have been fewer records then probably I would have done it by going into CRM and then change the order of fields at the field level. So… Read More »