Category Archives: Template

Creating and Sending consent emails in Sage CRM 2018 R2

In our earlier blog, we have explained Consents in Sage CRM v2018 R2. Refer more details at below blogpost. SAGE CRM 2018 R2: Consents in Sage CRM In this blog, we will be explaining you how consent email is sent from within Sage CRM v2018 R2. New Stuff: Overwritable Forecast in Sage CRM Consent tab is… Read More »

Cloning Interactive Dashboard

Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard… Read More »

How to control Email Forward and Reply Translations

Communications is one of the important pillars for running Business successfully. Sage CRM’s Email functionality has proved to be one of the strongest feature as it has its own internal e-Mail client that allows users to create, send and manage emails entirely within CRM. In this article I will make you familiar with the default… Read More »