SageCRM provides a feature for creating Document Templates in the system and generates Mail Merged letters on the fly. However this is one of the most Memory consuming features. The New Stuff: Twitter account under MyCRM SageCRM 7.2 On the application servers with less Random access memory (RAM) there might be considerable amount of effect on… Read More: Mail Merge and CRM Performance »
Sage CRM allows you to link the campaigns/wave activities which are taken for business marketing. Campaigns can be linked to the Communications by selecting the Show Campaigns button available on Communication screen. The New Stuff: Showing images in Sage CRM Reports We came across a scenario where user needs to access the Campaign/Wave Activity field without… Read More: Show Campaign/Wave Activity in Communication screen »
Recently, my IT guys upgraded all the workstations with windows 7 and at the end of all this I again had to install each of the CRM to bring my machine up and running for further development.Then I started installing CRM 6.1 for one of the client and at very first stage got stuck with… Read More: Installing older version of CRM on windows 7 »
In SageCRM inbound email configurations we can configure multiple accounts for filing emails as follows. 1. Login into Sage CRM 2. Go To Administration || Email and Documents || Email Management Server Options After configuration of these accounts and starting CRM Email Manager Service, CRM will download all emails from these accounts. We can check… Read More: Invalid eWare user name error in Email Manager Service log »
Hi Guys, you all know that the default Interactive Dashboard has a separate section to watch the videos and help you get started with using Sage CRM. We have CRM setup in our organization for Project and Timesheet management so it becomes very difficult and time consuming process to train the new joinees on how… Read More: Training videos on Interactive Dashboard »
As per the basic principal of sales we try and convert all the Leads to Opportunities. The basic agenda of the system is the faster processing hence the most important thing is data must be populated automatically wherever required. When Lead is converted to an Opportunity, the relevant details entered at Lead level must be… Read More: Lead to Opportunity Fields Mapping »
As a practice we always right click on the buttons in Main Menu and go to required item. For e.g if we want to find a customer, we can right click on Find button and select Customer. Now suppose we are implementing CRM for call center where every click is the cost. We can avoid… Read More: Change the way Sub-Menus pop out in SageCRM »
Hi folks! In this article I will be explaining how you can link your website address with your CRM Main Menu. Consider adding a button in SageCRM which navigates to the company website. This can be done with no customization at all. Here is how.1.Login to CRM.2.Go to Administration |Systems |System Behavior 3.Click on Change… Read More: HOME PAGE URL »
As of now we all are aware that Sage CRM provides every possible way in managing the details related to customer. But what if we need these details to be updated on frequent basis ; do we need to perform it manually? Sage CRM comes with a functionality which performs this task with an ease.… Read More: Refresh My CRM Buckets Automatically »
As we all know Sage CRM provides us with a customized way to keep record of the issues or say cases assigned to a user. But what if this cases are remained untouched! Does your CRM help? No! That is where the Service level agreements (SLA) come in. SLA provides us with the functionality to… Read More: More Levels of Escalation »
