Sage CRM is a flexible system with strong controls to manage your business efficiently. Let’s see today about one of its Emailing feature. In Sage CRM, users can easily search for Companies or People and send emails using New Email button available on Find or Groups screens. New Stuff: Additional Information in Entity Top Content… Read More »
Entity Top Content screens in Sage CRM are used to give quick overview of an entity without actually having to scroll down all the way on Summary screens. These Top Content screens can be further customized to add eye-catching information in the Top Content screen using client side SDK introduced in Sage CRM v7.2. New… Read More »
Sage has introduced a Client Side API in Sage CRM v7.2. In this blog post, we will explain a feature which is used to add a Print button on screen. This button is used to print the entity information. New Stuff: Apply Desktop Theme for Sage CRM Tablet Version Let’s consider that you want to… Read More »
Interactive dashboards add up to overall look and feel through which data is rendered to management users. Dashboards help review team’s performance over the time. However some users may want specific dashboards like Leads that are assigned to them only. Yes this is similar to Leads pipeline however I may want to keep tab on… Read More »
Sage CRM can be accessed through Mobile Devices like iPhone, iPad and Tablets. User Interface of Sage CRM varies based on the settings applied. The look and feel of Sage CRM on-premise edition is as shown below. New Stuff: Changing Link text of URL fields When Sage CRM is accessed through Tablets, the user interface… Read More »
Greytrix is a pioneer in providing Migration services at its Sage Migration Center and catering to the end-user business requirements. We at Greytrix are focused to help the end – user in successful implementation of a new Sage CRM system through our various successful migration and integration solutions. In this blog, we shall explore upon… Read More »
Every country has its own Currency. Businesses that sell products in different territories may need to capture all those currencies as well. Also they may want to see the reports in their own currency as base. New Stuff: Limit number of characters in Sage CRM fields In Sage CRM we can configure multiple currencies, conversion… Read More »
In our earlier post, we have explained how to restrict the length of a Sage CRM text field on screen block using JavaScript and JQuery. New Stuff: Document Management against Lead Entity In this blog post, we will take a look at how to limit the number of characters in Sage CRM fields that are added… Read More »
Documents are integral part for any business. During any business process lots of documents are being shared between the parties. These documents may be the physical documents or electronic documents. As technology is evolving, electronic documents are mostly preferred as they are easy to store, manage and can be accessed anywhere any time. New Stuff:… Read More »
We talk a lot about implementer’s and testers. Let’s do something for developers today! Sage CRM works on standard client server architecture where several Request-Response exchanges are happening over the network. Sometimes the Requests and Responses work properly however somewhere in between goes wrong and we start facing http errors. This is one of the… Read More »
