We talk a lot about implementer’s and testers. Let’s do something for developers today! Sage CRM works on standard client server architecture where several Request-Response exchanges are happening over the network. Sometimes the Requests and Responses work properly however somewhere in between goes wrong and we start facing http errors. This is one of the… Read More »
Communications is one of the pillars of successful business. We all communicate with via phone or emails on daily basis. Sage CRM provides SMTP, POP email integrations and inbuilt Email editor goes very well for any set of requirements. However size of the email editor that comes by default is sometimes not sufficient. New Stuff:… Read More »
As we know that Rich Text editor feature if available in any of the application gives flexibility for users to format the contents of an email in a good looking and professional manner. This feature is provided by SageCRM out of the box on email screens. However we can also extend this functionality to other… Read More »
Sage CRM allows to create different types of fields as per the requirement e.g. Text, Date, Search Select Advance, Selection etc. But sometimes to capture complex requirements we need to twist the appearance of fields on screen. New Stuff: Where to search for Sage CRM Configuration components One such field type is “WWW URL”. If… Read More »
Sage CRM version 7.0 onwards when integrated with Sage ERP gives you the web interface for creating Orders and Quotations in ERP. Earlier workstation dependent OCX screens used to open which used to take lot of time for downloading and opening. So Web interface does help a lot performance wise. However as the module is… Read More »
Document merging is an important functionality of Sage CRM when it comes to sending newsletters, welcome letters etc. User can do the document merging using workflows. New Stuff: Control users to create Appointments in Sage CRM Consider an example where user generates document using Generate Letters workflow rule added on the Case workflow as shown below.… Read More »
It’s really painful when things start failing suddenly and you have to do whole lot of debugging to get them back in place. My purpose of writing tips on this blog site has always been to help you people identify and resolve the issues faster. Today I will discuss an issue I faced in Sage… Read More »
LinkedIn is one of the most popular social networking sites for professionals, having over 100 million members from over 200 countries. LinkedIn is not only helpful for social networking, but also for searching new customers, suppliers, and vendors for your business. In today’s world it has become immensely important to track customer behavior and LinkedIn… Read More »
Workflow is one of the powerful features of SageCRM. We can define workflow Rules for systematically updating data for the entities through workflow. Every rule must be associated with set of actions. Sage CRM Workflow has several workflow actions that can be configured for any workflow rule as shown in below diagram. New Stuff: Implementing… Read More »
As you all know the impact of images present on web applications over users (i.e. more the images more the “likes”). Lets see today how we can make this more information/fun for to user by adding images under status column on any grid available in Sage CRM. Let’s take an example of a Status field… Read More »
