In Sage CRM Preferences tab is enabled for everyone and individual user can have control over the way the information needs to be displayed. User can set the display of information to better suit the way they work. Example, for sales representative user, their main interest is probably the status of existing opportunities. Using the… Read More »
Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. Sometime it becomes difficult to manually update each Territory security profile rights. But there is an inbuilt feature in Sage CRM where you can Mass update all Parent territories, Security profile and also there sibling territories… Read More »
Sage CRM have a rich and suitable features for all Business Sizes and Types. It contains different type of standard entities to maintain data. There are a lots of columns in each entity. For specific entities, we don’t have rights to delete any standard field from entity. As we all know, Company is a primary/main… Read More »
In Sage CRM 2017 R2, new features are introduced which we had already discussed here. In this blog, we will be explaining “Auto Suggestion of Email Recipients”. New Stuff: Delete Quote Line Items using JavaScript Emailing is one of the powerful feature of Sage CRM. Users can send emails to individuals or they can even… Read More »
As we all know, Sage CRM provides functionality to change screen design according to requirements. Such as adding fields, removing fields etc. But CRM does not allows to call another website’s data in CRM screen, for this we can add another container in CRM screen such as iframe which supports in CRM. New Stuff: Deduplication on… Read More »
In Sage CRM, while setting up a Web Deployment Manager, you can receive a warning message as “Error connection to Internet Information Server (IIS). Make sure IIS is installed on same machine” as shown in the screenshot below. This blog is a solution for the error message which we will be explained in our below blog.… Read More »
In this blog we are going to discuss new out of box feature which we have added on communication screen to notify users about their tasks via email. New Stuff: GUMU™ Integration is compatible with new Sage X3 v11 along with Sage CRM 2017 R1 We have added Email to Resources button on Team CRM screen… Read More »
In Sage CRM, we all are working with Company, Opportunity, Communication, Cases etc. As we all know that, Company (Customer) is a main entity in Sage CRM, from where we can create a new Opportunity, Communication and Cases. New Stuff: Sage CRM Grid Manipulation To create new Opportunity or Communication against particular Company. We need to… Read More »
In Sage CRM user can export data into Excel/PDF/CSV using Export to file button available on Search screen. You can also restrict access to this button to make it available only for Managers and Administrators. You can refer below blog link for your reference. Related Post: Hide Export data option for Non admin users By default, when you… Read More »
