Recently, while working on an implementation we came to know how easily we can do the customization using .Net API. Well, we were supposed to create a screen in Sage CRM which should ultimately get the confirmation from user before submitting the record into Database. By referring the .Net methods we found one method which… Read More: Confirm Button using .NET API »
‘win32 error. code: 1. incorrect function’ is one of the most forbidding error found in Sage CRM 7.x history under Reports section. It is usually found when you try to extract any of the report from CRM in PDF format. Recently we encountered the same issue for one of our clients. However, We were lucky… Read More: Troubleshooting Export to PDF issue with Sage CRM »
Whenever we implement complex routines like uploading data etc., one major thing comes into the picture is creating log of each action performed in the routine. Logs are something which tells users where the process failed and what is the error. In case of Sage CRM, we often develop complex routines for which error logging… Read More: Create log file using .net API »
In our last post, we saw how you can attach Download links to the Knowledge Base to enhance Customer experience. In this post we will see how your resources as well as your Clients can save time owing to the ‘Case Suggestions’ feature provided by CRM Self Service. For this feature to work optimally, the Admin… Read More: Save time with Case Suggestions on Customer Portal »
Answering Client queries can be a very complex thing to do. It might involve various images, executable files, patches, add-ons, up-gradations and so on along with the help of written text to be able to solve a client query effectively. Having been in the Client servicing industry for over a decade now, we understand this… Read More: Boost Knowledge Base with Download links in Customer Portal »
The knowledge base is the crux of CRM Self Service Portal. It is designed in such a way so as to save time of both the End-Users as well as our Clients. An alert and proactive Admin is the key to a well maintained and effective Knowledge Base. It should be the Admin’s prerogative to… Read More: Managing Knowledge Base in the Self Service Portal »
In practical world, one size doesn’t fit all and we understand the need of organizations to customize. To give our Clients the freedom of customization, we have provided them with an ‘Add Custom Page’ field that allows the Clients to add ‘Custom Pages’ to the portal. This particular field can be found in the drop… Read More: Adding Custom Pages to CRM Self Service Portal »
To assist the end users of our Clients, we have provided the facility of downloadable files on CRM Self Service Portal. The download section supports various file types giving you the leverage to use different file varieties in the section. We also provide you with the facility of linking knowledge base sections with related downloadable… Read More: File Downloads in Self Service Portal »
A Self Service Portal wouldn’t be as powerful if it didn’t come with CRM integration. Keeping in mind an organization’s need to have the Self Service Portal synced with their CRM system, we have set out to integrate CRM Self Service Portal with all the major CRMs that are globally used. Currently, CRM Self Service… Read More: Integrate CRM Self Service Portal with Sage CRM »
Sage ERP X3 Conference #SageSC is about to begin in a month’s time (Take a Sneak – Peek). We are already excited and all geared up to be showcasing our Sage ERP X3 offerings at the event. Don’t miss this, a lot of new and exciting announcements pertaining to Sage ERP X3 are expected this… Read More: Pick Your Piece of Innovation at Sage ERP X3 Sales… »
