Need to Entry multiple line Items in just a single click.Are you willing to create multiple line items from Order Entry screen depending on Products selected in just a single click? Solution:We will provide a Rapid Entry screen for Line Items that allows user to enter multiple line item at the same time for selected… Read More »
We have added a new tab against Company entity named as “Groups”. This tab shows group list to which the current company belongs. Also we have provided the button as “Add this record to a Group” through which user can add the current company to the group which he/she wants.
Are you willing to find Cases categorized on the basis of User?Would you like to provide the user a feel like Calendar; while accessing Cases? We have a workaround which will help you to search the cases on the basis of user and its status. Also it shows pictorial representation of Cases you see in… Read More »
Willing to add Google Map functionality with SageCRM so it will be easy to identify the exact location of Person? We have developed an application so along with Person Tab one more tab will appear named “GMAP Location”. Clicking on this tab; application will search on GMAP depend upon current City stored for that Particular… Read More »
Need an easy access to update multiple records in a search result and applying the same changes to the same property in each record? Solution: Now it is available in Sage CRM to update multiple records through a single update. We have a tool which we have build for Case Entity; we have added a… Read More »
Need to identify whether a recently closed case is billable or not?Want to create a report for cases which are billed on hourly basis?Solution:Now it is available in Sage CRM that a particular case is billable or not on the basis of some rules set by the admin. It calculates time duration by the time… Read More »
Need to store information against a particular case in file format? Want to upload an attachment for the case? Looking for Library against Cases? Solution: We have a tool, which provides a button say “Upload a File” which is visible on screen once the Case has been saved. Whenever user clicks on this button a… Read More »
Do you want to send emails with attachments on regular basis? Need to send it externally from outside of the CRM? Solution:Now it is possible with Sage CRM. We have the workaround which will allow sending email on regular basis from outside of the CRM. This script can run on scheduler basis or we can… Read More »
Need to keep track of incoming mails? Want to sort them with reference to cases?Solution:Now it is possible with in Sage CRM. We have the tool which will track the subject line for any incoming mail in outlook and find the reference case for this email. If the case does not exist, then it will… Read More »
Want to search for duplicate entries for Email records? Need a routine to get rid of duplicate entries? Solution:We have a workaround which can easily search for duplicate Emails for the person. Also it will allow the user to delete the Email Addresses which are repeated. We will provide a new Tab named “Searching for… Read More »
