Category Archives: Uncategorized

Report on Combined Note records for Custom Entity

As we all know Sage CRM provides lots of functionality to users to track their business data. For this type of scenario, most useful feature is “Reports”. The reports are very useful for mangers to see growth of work in a certain period of time. User can design their reports as per user preference. Recently,… Read More »

Permission at Administrative Level

Sometime when the user tries to change some configuration at the administrative level in Sage CRM. Mostly it happens when Sage CRM is newly installed. With the help of below contain we can easily handle it. New Stuff: Incorporate Case filter screen in Self Service portal Suppose one of user tries to change Logging configuration… Read More »

Customization for exporting Notes

Hello everyone! In my previous blog I have explained how we can export notes for leads using sage CRM’s standard report functionality. We can do the same with the help of coding as well. New Stuff: Client Side Script to Concatenate Address Recently, one of our client asked us to add a button on notes… Read More »

Sage CRM Event Manager is compatible with Sage CRM 2019 Releases

In the year of 2019 Sage has come up with two latest release of Sage CRM (2019R1 and 2019R2) which includes new features to help the organization’s front office. The issues which were addressed by end users like custom entities workflow and navigations, Report, Mail merge and many more are been solved in the latest… Read More »

Data Resource unavailable for Gadgets of Custom Entity

Sage CRM always provides super handy functionality to users, which is supportive in daily tasks. For users like marketing or sales one of the time saving feature provided by Sage CRM is Gadget’s on dashboard. Gadgets are shows information of entities as per user’s preference. New Stuff: Client Side Script to Concatenate Address As we… Read More »

Auto Logout User In Sage CRM

One of the scenarios in Sage CRM is that after some time the user is automatically logged out or kick out to the Login screen in Sage CRM. As we know Sage CRM is providing multiple configurations inside itself to handle some features. So the solution to that scenario is already in the Sage CRM… Read More »

Edit Existing Mail Merge Documents within Sage CRM

Hello Readers, as we all know about Sage CRM and its pre-built functionalities which are used to make smooth facilities of CRM, such as Reports, escalations, Email Templates, etc. Today we are going to discuss Email Merge Template features, how you can edit a Mail Merged document within CRM instead of deleting the existing and… Read More »

Suppress button on Quote Summary Screen

In our previous blogs, we have already mentioned How to hide buttons from sage CRM screens, Hide fields and extra spaces in Sage CRM and Hide Unwanted Buttons in Sage CRM 7.2. There is another way to achieve the same with only one line of code. As we know Sage CRM is a browser-based application that uses HTML and… Read More »

Adding Image to Summary Screen in Sage CRM

Sage CRM has many features that help the user to maintain detailed information of customers. Also, it simplifies the accessibility of information for Sage CRM users. In service industry who plans a visit to the customer location for product demo or services. On field Image of Customer or their office location images are very handy.… Read More »

How to identify the GUMU™ version of Sage CRM – Sage X3 Integration

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional integration between Sage CRM and Sage EM enables users to access customer, invoice and order information from either of these two systems. New Stuff: Pre– Requisites for installing GUMU for Sage CRM- Sage X3 We always release the new version of GUMU with new enhancement, fixes… Read More »