Communications is one of the pillars of successful business. We all communicate with via phone or emails on daily basis. Sage CRM provides SMTP, POP email integrations and inbuilt Email editor goes very well for any set of requirements. However size of the email editor that comes by default is sometimes not sufficient. New Stuff:… Read More »
From the Find screens in Sage CRM, the cursor defaults to the Keyword Search field. Refer below screenshot. Recent question asked in one of the forum that if it can be manipulated in Sage CRM so that the cursor lands in a different field as a starting point. New Stuff: Hide Export data option for… Read More »
Data migration is a key element which you consider before adapting to any new system. It can be a fairly time-consuming process and can be painful at times. That’s where our Fixed Cost; No effort migration services comes in picture. We provide 1 test and 1 live migration at a Fixed Cost so you are… Read More »
Using Export to File button available on Sage CRM find screens and Group screens, users can export data (in CSV, Text, Excel CSV format). Sage CRM provides a very powerful security mechanism to restrict users from accessing confidential data from Non-admin users and make it available only for Mangers and Administrators. New Stuff: Associate Company… Read More »
In Sage CRM on-premise version, it has an ability to select Company and Persons while creating Cases, Opportunities, and Communications. But when Sage CRM is accessed using mobile devices like Android, Tablets etc. entry screens does not show the Company and Person SSA fields. Refer below screenshot. New Stuff: Rich Text Editor on Multiline Text fields… Read More »
As we know that Rich Text editor feature if available in any of the application gives flexibility for users to format the contents of an email in a good looking and professional manner. This feature is provided by SageCRM out of the box on email screens. However we can also extend this functionality to other… Read More »
Sage CRM allows to create different types of fields as per the requirement e.g. Text, Date, Search Select Advance, Selection etc. But sometimes to capture complex requirements we need to twist the appearance of fields on screen. New Stuff: Where to search for Sage CRM Configuration components One such field type is “WWW URL”. If… Read More »
Few days back there was an very interest question asked on Sage CRM community. I took over a client and they already has Sage CRM installed but has never setup it up or used it. How can I find out database name, etc. that was used when installing Sage CRM? New Stuff: Email Order from Web… Read More »
Sage CRM version 7.0 onwards when integrated with Sage ERP gives you the web interface for creating Orders and Quotations in ERP. Earlier workstation dependent OCX screens used to open which used to take lot of time for downloading and opening. So Web interface does help a lot performance wise. However as the module is… Read More »
GUMU™ for Sage CRM – Sage 100 ERP is real time-bi-directional link. GUMU™ provides Sage CRM user with the ability to view information on real time basis such as Customer credit info, sales history, AR Inquiry and sales order inquiry. One of the major features of GUMU™ for Sage CRM – Sage 100 is that… Read More »
