Sage CRM interactive dashboard is a workspace which can be highly configured to control the information which we work on. We can add several types of gadgets like List, Menu item, Chart, RSS Feed, etc. on the interactive dashboard. While working with any ticket/case we need to go to summary page of that record for… Read More: Progressing workflows through Interactive Dashboard »
We all know that whenever our Sales/Marketing personnel are on the go, it’s not always possible to stay connected to internet all the time. Also we cannot afford them using anything except SageCRM to gather details. Sage CRM offline client provides greater flexibility to Sales/Marketing people to be on site and gather all the information… Read More: Sage CRM Offline Synchronization »
Dashboards make your life easier hence new versions of SageCRM are also concentrating on making them more interactive, easier to understand and develop. We can create dashboards based on all the entities on the fly. You can also integrate web applications like Facebook, Twitter and Market Tickers etc. to access from your History (Dashboard) area.… Read More: Proxy Setting in CRM »
Implementation of SageCRM most of the times contains the two majors tasks, one is the actual implementation-configurations and other is Customizations. Whenever we implement SageCRM we must draw clear line as to what can be done by standard and what needs to be customized so that we never overshoot our implementation runway and crash land… Read More: Restrict Sensitive Information »
For any web application, Self Descriptiveness is the main characteristic which facilitates maximum usage of the modules designed. There are lots of things with which we can achieve this in SageCRM. SageCRM has wide scope for customizations. Customization also involves creating several custom entities to incorporate client requirements. We have a facility to generate entities… Read More: Custom Icons for entities »
When it comes to SWT, the only question that comes to our mind is what level of customizations are possible. Yes we can do some simple and straight forward customizations. I had discussed couple of them in my previous blogs. Please refer related posts below. Related Post: 1. Adding new fields on Web Order Entry… Read More: Adding new fields on Web Order Item Entry screen »
Most of the new modules of Sage CRM work on DOT NET (.NET) API technology like Relationships tab. Users are given a provision to create API DLL’s for your custom entities. The overall working remains the same where we add the DLL’s in CustomDotNet folder and call the methods from CRM blocks. However while dealing… Read More: DOT NET API configuration and compatibility Issues »
As you know, SageCRM supports multiple addresses to be created against the Company, Person records. We can also select address types etc. However whenever you want to create these records from COM/DOTNET API, first question comes to mind is how to store these values. The New Stuff: Change Default dedupe behaviour Let us consider New… Read More: How Address, Company Person links are stored »
In Sage CRM, we have Match Rules defined for Company to restrict users from entering duplicate company records. Basically it is defined on Company Name field. Please refer below screenshot. The New Stuff: Migrate communications from Goldmine to Sage CRM Suppose we want to add another field for e.g. “Company Registration” for Company dedupe then… Read More: Change Default dedupe behaviour »
Document merge has been one of the essential features of Sage CRM. We can generate Letters, Quotations on the fly on predefined word templates. The question is how you can create and use the merge templates. I remember I had discussed the old way of doing it by using the Local Document feature in old… Read More: Create Document Template in Sage CRM 7.1 SP2 and SageCRM… »
