Category Archives: Translations

Renaming the Standard Entity in Sage CRM

Native Sage CRM consists of Primary Entities and Secondary Entities. Sage CRM users can also create Custom entities within Sage CRM. We received customization requests from customer few days back in which they asked to rename the “Opportunity” entity to “Job”. Therefore, we thought to document it as a blog so that anyone can do… Read More »

Sage CRM 2021 R2 – Field Caption Changes

New features or changes are introduced with the release of new versions of Sage CRM. In Sage CRM 2021 R2 field captions have been updated. This change was one of the recommendations that were made following a review of the default screens and lists for the core entities. New Stuff:  Change the Look and Feel… Read More »

Insert Specific fields into E-mail Template

During the creation of E-mail templates in Sage CRM, some fields may not be available in the ‘Choose Field to insert into the E-mail list‘ drop down list. In this blog, we will explain how to insert those fields into an E-mail Template. New Stuff: Editing the look and feel of Summary Reports and PDF Reports… Read More »

How to Customize the Time picker list

In sage CRM, date and time field play an important role. User can add customized data time field according to their business requirement and can have multiple customization related to these fields. Usually Date Time field are added with date and time pickers. Where date picker shows calendar and time picker shows time list with half an hour interval as shown… Read More »

HTML Formatting of Notification Content in Sage CRM

Notifications are a very powerful tool in Sage CRM. It can keep Sales and Management people aware of what’s moving in their Sales pipeline. Sage CRM has inbuilt functionality to either show on screen notifications or send out email notifications. There are 2 ways to do this, escalation rules or Quick notifications. New Stuff: Highlight Date… Read More »

Change Field Caption Codeless based on User in Sage CRM

Over the time, Sage CRM has proved very beneficial and profitable in terms of managing Customer information as well as incorporating their Business process. Many a times, Sage CRM’s vanilla system itself suffice Customer’s requirements and the business process. But even in such cases, few field and screen level tweaks are easily configurable. Recently, we… Read More »

Notify Users By Sending Set of Recurring SMS from Sage CRM

Sage CRM is an enterprise management tool that has helped businesses deliver insights that matter the most in their day to day business. Sage CRM brings to your business a unique tool/feature wherein users can be notified through various types of alerts such as Emails, On-screen notifications and SMS. The specific means of triggering CRM… Read More »

Adding Custom Field on Sage CRM screen using .Net

Sage CRM provides System administrator with easy ways to add or remove fields from the system. Every screen and list in CRM draws its data from the views which are based on the SQL tables linked to a particular entity. Thus whenever a user needs to add a field belonging to a different entity, he… Read More »

Alter Additional information of Appointment/Task Details in Outlook from Sage CRM

In the below blog I will be explaining about a feature that’s been available since CRM version 6.2. This feature can help you sync fields from Company/Person/Address entities of the CRM Appointment/Task to the available Outlook Appointment/Task body. New Stuff: How to set the background Color of Fusion Chart Report Here, we are going to explain… 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 »