Sage CRM allows to log/manage all Sales and Service records against the Company and Person entities very efficiently. But have you ever faced such a problem, where your Sales executive mistakenly created duplicate person records in CRM. And many transactions had been logged against both the records. How do you manage Data Accuracy??? New Stuff: Change… Read More »
Sage CRM users can create quick appointments and tasks as some appointments or tasks don’t have to be linked to Person or Company records. One of the benefits of using a CRM system, it allows users to manage their tasks and appointments efficiently. New Stuff: Set Default Value for fields through Workflow Now in this blog… Read More »
In Sage CRM we can reduce the data entry task of Users by setting the default values in some fields. Today I will share few ideas of setting default value for fields. Default values can be set at Field and Screen level. New Stuff: Provision to filter Emails Only in CRM Refer the below screenshot of… Read More »
Recently, we came across a unique requirement where customer wanted to filter Email In and Email Out communications in single click. By looking at the standard screen we can only filter Appointments and Tasks but how to filter all Emails was a challenge. New Stuff: Hide Interactive Dashboard Panel for Non Admin User By adding the… Read More »
In our previous blog, we have explained that, how to Open Popup screen using JavaScript. In this blog, we will explain you how to Open Popup screen using Client side API. In Sage CRM some customer needs the functionality wherein they want some information to be shown on Popup window instead of displaying on same… Read More »
Sage CRM always help us to achieve the functionality and enhance the usability of the system with its available features. Similarly, relationship is one of the feature of Sage CRM which allow us to create graphical hierarchy of available data. Recently, we came across a blog on community site which I thought needs to be… Read More »
Sage CRM is pretty much flexible to customize. Recently we came across one requirement. Customer wants to display the relative data on the single screen in List view. New Stuff: Workflow Action Screen Customization using Client side scripting On Standard Communication screen (For Appointment) Customer wants to display meeting notes in List view on the bottom… Read More »
Workflow automation is one of the more popular features, as it eliminates the need to perform many tasks manually. Within a simple user interface, you can easily set up rules to automate many of your day-to-day tasks. CRM application provides lot of options for workflow automation. New Stuff: Generate Sage 300 Invoice from Sage CRM Suppose, we… Read More »
This blog will help you how to display Sage 300 Invoice into PDF format through Sage CRM. New Stuff: Display Sage 300 Customers Orders in Sage CRM Self Service In Sage CRM (Integrated with Sage 300) for promoted customers O/E Inquiry tab and other tabs gets enabled. For your reference, we have added the Print button… Read More »
