Sometimes it may happen a Case is assigned to a User and User has not attended on time leading to Customer dissatisfaction. Sage CRM provides a powerful feature to avoid such blunders and escalate Users with notification on time that they have Case assigned to them to look for. New stuff: Clone Sage 300 Quote functionality… Read More »
Sage CRM and Sage 300 integration includes some nice features, such as customer/vendor information from Sage 300, invoice and order details, or even creating quotes and orders to Sage 300 through Sage CRM. It’s possible to open Sage 300 forms such as A/R inquiry and O/E inquiry screens. It’s one of the most important features… Read More »
As we know Sage CRM is very effective in managing the Sales and Services with the help of various entities such as Lead, Opportunity, Quotes, and Orders etc. Using each of the entities customer data can be maintained and requirement can be fulfilled. The integrated solution of Sage CRM allows us to create a link… Read More »
As we know that using client side API, java script, .net API, CSS Script we can change the standard way of displaying Sage CRM grids by adding colors to it. Likewise, in this blog we will be looking at the trick that will allow us to change the Grid color by changing the CSS file… Read More »
In Sage CRM, can manage security access rights across the organization by setting up Security Profiles and, if required, Territories. Profiles and territories are set up to reflect the structure of your organization. Users are then assigned a profile and home territory depending on their position in the organization. A profile is a way of… Read More »
Sage CRM provides Auto Hyper linking option in Reports. This feature helps us to navigate directly to the summary screen allowing quick view of the record information. Now in this blog we are going to discuss the standard entity and custom entity redirect configuration part in report column. New Stuff: Remove Toolbox from Gadgets in Interactive… Read More »
Interactive Dashboard feature of Sage CRM 7.3 is one of the most powerful and useful feature designed yet by Sage. Variety of gadgets, lists, charts are easily available and by configuring them together we can build various reports based on our need. One more useful thing is you can control it’s CSS as well in… Read More »
Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view Reports and Charts with Gadget Name. In this blog, we will explain how we can remove Gadget Name in an Interactive Dashboard. New Stuff: Provision to review MOM details right from the Dashboard Below are the… Read More »
We’ve all heard the saying “Time is Money.” This is especially true for Sales and Marketing people where they have constantly been asked to do more in less time. Sage CRM has provided many effective time management features right from the Mass update of data to Bulk Email. New Stuff: Company Notes Tab in Sage CRM Keeping… Read More »
Notes tab in Sage CRM allows you to add notes to Leads, Companies, Persons and Opportunities. It is an easy way to store and share important information that user can view in record. It acts as a free text area about the record for which all user has access to view it. Notes tab shows… Read More »
