Category Archives: Task

Switch List View and Calendar View in Sage CRM

In our earlier blog we had explain how to enable old calendar in latest version of Sage CRM. Refer below blog for more details:Enable old Calendar tab in Sage CRM 2018 R3 In this blog, we will see how we can switch between Calendar View to List View. Recently from one of our client and… Read More »

Create Communications (Appointments/Task) on Sage CRM Mobile Apps

As we all know that we can access Sage CRM through mobile using an external URL. However, in Sage CRM desktop application you can distinguish two types of communication (Appointment and Task) using New Task or New Appointment buttons.  But in the mobile application, there is only one button to create i.e. via New Communication.… Read More »

Quick Appointments for another user in SAGE CRM 2018 R3

Communication is the most important aspect to maintain the good relationship with the customer. Sage CRM has helped to manage all communication related activities with the help of appointments, tasks, emails etc. In Sage CRM it is easier to create Appointment through Calendar, just one click your appointment is created in Sage CRM using the… Read More »

Easy to Use Calendar with Sage CRM 2018 R3

We have already been writing about the new features launched with the release of Sage CRM 2018. Along with the many new updates, feature enhancements and streamlined capabilities of CRM; they have introduced a major enhancement for the rigid and confusing calendar feature of the older version. Sage has completely redone the calendar’s look, feel,… Read More »

Hide Follow-up fields from the Communication screen in Sage CRM

JavaScript or say Client side API has always been useful to make customizations in Sage CRM. Be it hide and show of the fields, adding or removal of buttons and so on. But have you ever tried to remove or hide those fields, which are visible on screen but not available at database level for… Read More »

How to Edit Summary Report

In Sage CRM we can see Summary report button on Standard Entities like Company, Person, Opportunity, Case etc. Which will summarize details about these entities on single screen. New Stuff: Restrict access to certain entity with SQL conditions Here I will explain how to edit contents of these Summary reports. I will take example of Company… Read More »

Interactive Dashboards to help day to day CRM tasks

Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution… Read More »

Few points to Enhance Performance of your SageCRM

As we know SageCRM is being used by large group of companies around the world. There is high possibility that on and off basis they may face slowness problem while logging into CRM. There are many ways to enhance the performance of SageCRM application but listing out few of them as we come across while… Read More »