SageCRM provides a feature for creating Document Templates in the system and generates Mail Merged letters on the fly. However this is one of the most Memory consuming features. The New Stuff: Twitter account under MyCRM SageCRM 7.2 On the application servers with less Random access memory (RAM) there might be considerable amount of effect on… Read More »
Keyword search allows users to search for keywords across all primary entities. Keyword search box is available on Find screen of all primary entities. The New Stuff: Customizing Outbound Call Lists Have you ever seen Keyword search box is not visible on any Find screens? Basically keyword search depends on the Sage CRM indexer service which… Read More »
Few days back we came up with an interesting question if outbound calls tab can be customized to add custom tab as per requirement. Well, answer is Yes, one can easily add custom tab. New Stuff: Twitter account under MyCRM SageCRM 7.2 Consider an example that you wanted to show all existing opportunities tab on this… Read More »
We all are familiar with most of the features provided by Sage CRM 7.2 which provide various means to manage Customer Relationships with individuals or organizations. What if you get to socialize to access more information about a person you will be meeting for an opportunity and that too right in CRM itself? Well yes!… Read More »
In our previous blog we had discussed regarding the Xeware control Document Plug In. Refer the below link for the same. https://www.greytrix.com/blogs/sagecrm/2011/08/26/xeware-document-drop-plug-in/ Sage CRM v7.2 has introduced a new feature to show/hide Document drop button from Communication screen. The New Stuff: Open Sage CRM Tabs in New Window Using Document Drop button on communication and calendar… Read More »
All my software testers, QC’s have to keep multiple instances of SageCRM installed on their workstations that too of different versions. On one of such testing instance one of my Testers found this error. As soon as I logged into CRM and went to Calendar, I encountered an error message “Access violation at address xxxxxxxx”.… Read More »
Recently, we came across an opportunity, wherein client wanted us to open particular Sage CRM tabs in New window, when user clicks on it. The New Stuff: Show Campaign/Wave Activity in Communication screen Suppose you wanted to view all opportunities of a Company. However Company summary should also be available in front of you. Hence, to… Read More »
Sage CRM allows you to link the campaigns/wave activities which are taken for business marketing. Campaigns can be linked to the Communications by selecting the Show Campaigns button available on Communication screen. The New Stuff: Showing images in Sage CRM Reports We came across a scenario where user needs to access the Campaign/Wave Activity field without… Read More »
A dashboard is used to visualize important data at a glance, so a decision maker could have all the data s/he is looking for at one place. From sales to customers, the entire plus and minus by any department of an Organization can be set in the dashboard, so a decision maker can take quick… Read More »
This is the first of our posts in a series on our GUMU Sage 100 integration where we will keep sharing solutions/tips for a few common errors which users come across while using the integration and their quick workaround. Before using GUMU™ integration in Sage CRM, the first user needs to configure Sage 100 company… Read More »
