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 »
Need to delete Product Records? Solution:We can provide a new Button named “Delete” button in product entry screen. When any particular product summary detail page is opened, in that screen this button will be available. On clicking that button it will easily delete record.
Need to segregate the items ordered based on Customers? Solution:In Sage CRM User will see a button called “Previous Item Ordered” where on the click of the button a popup screen will be displayed and on that screen he could see all the items that are ordered for a particular Customer on the Order Entry… Read More »
Want to Categorize the Products based on their weight? Looking for functionality to display total weight of the Line Item based on the weight of the Product? Solution: In the Product entry screen from Data management section there will be field called weight to the new product screen so that user can enter weight value… Read More »
Are you willing to display order status from WMS in CRM? Solution: We have the routine which will add a tab called “Display Order Status” against Company. By clicking on the tab a search screen will appear. The user will just have to click the filter button on the screen to display “WMS Status” of… Read More »
Description:As per Sage CRM standard only one Person can be linked with the lead which gets created as a primary contact person for a company (is creating a new company) once the lead gets converted to an opportunity.Now, want to add multiple persons to a lead!! Solution:We can allow the Sage CRM Users to create… Read More »
Searching for functionality to optimize the Location for Communication? Need to filter location for Communication based on Company selected? Solution: We have a tool which would add the functionality by which the user could get the list of locations against a particular company based on the company selected. This application fills the selection list for… Read More »
Want to schedule a phone call for particular contact? Need Phone Number? Solution: Now we have the solution which helps to auto populate the Person’s phone number on Communication screen when the Person is selected. With this you get the reference for a contact while on Communication screen without actually navigating to the Person screen.
