Call the Person of User’s Choice in Outbound Call List of Sage CRM

In our previous blog post, we have explained customizing of Outbound Call List. Refer below link for more details. https://www.greytrix.com/blogs/sagecrm/2013/10/14/customizing-outbound-call-lists/ In this blog post, we will explain customizing of Person List that appears when user clicks on ‘Get a Call’ button. New Stuff:  Adding Documents Tab to Leads in Sage CRM 2014 R2 Get a… Read More »

Adding Documents Tab to Leads in Sage CRM 2014 R2

In Cloud Sage CRM 2014 R2, ‘upload documents’ and ‘mail merge’ functionalities are available in core entities such as Company, People and Opportunity. However, Leads entity does not have Documents tab which is a useful feature for Sales and Marketing People. Lots of customers do a lot of customizations for this feature whereas this feature… Read More »

DCOM configurations on 64 bit server and 32 bit Microsoft office – Part 2

We have been writing blogs explaining the tips to troubleshoot issues while working with Microsoft Interop Assemblies. This blog is in continuation of previously written blog which you can refer below. Related Post:  Dcom configurations on 64 bit server and 32 bit Microsoft office I had discussed couple of settings which should be configured in DCOM… Read More »

Enhanced Text Editor Feature in Sage CRM 7.3

You all are aware that sage has introduced the latest release for Sage CRM i.e. 7.3. With this release sage has introduced some new features which we have discussed in recent blogs. Among them another new feature available is Enhanced Text Editor in Email and Mail Merge Template. New Stuff: Sales Metrics for Managers in Sage… Read More »