Category Archives: Uncategorized

Error exporting reports to excel in CRM part 3

Hi Folks!!! We have been writing blogs explaining issues being faced while exporting reports data in Excel from the time Tomcat was introduced.  Today I will discuss one more such issue I faced recently due to silly configuration mistake of report generator memory. New Stuff: An overview of Greytrix’s Sage CRM Migration Services. I had all… Read More »

Default Escalations in CRM 7.3

When we do any business, Escalations are important. The word escalation means “To pass (a transaction or case) on to a higher level in an organizational hierarchy”.  Escalations enable you to ensure on time response to customer for everything. Till the version 7.1 Sage CRM had provided some escalation actions to handle default assignments, communication reminders etc. New Stuff: Dot Net Admin and DLL Security Levels Sage CRM… Read More »

Sage CRM 7.3 – Introduction of New Opportunity Workflow

With the latest release of Sage CRM 7.3, Sage has introduced a new and quicker way of creating Opportunities in Sage CRM through Quick Sale Workflow. The Quick Sale workflow has limited and fewer stages than the standard workflow. This new workflow would be beneficial in an organization where product selling lifecycle need not to… Read More »