Sage CRM – Tips, Tricks and Components - Page 145 of 196 - Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!

How to add the Mobile Phone and Private Phone fields to the views being used by Find screens, Reports and Groups

This blog explains how one can fetch different categories of phone numbers and Email addresses tagged against particular person to display in Report, Find Screen and groups in CRM. First let me explain the structure of Phone and Email entities in CRM. Refer the below given details. After understanding the relationship between entities specified in… Read More: How to add the Mobile Phone and Private Phone fields… »

Confirmation dialog box in workflow action button of Sage CRM

Recently, one of our clients came up with a new requirement. Requirement was to show confirmation dialog box (OK Cancel Popup), on workflow action button. Here, if user clicks on OK then it proceed further with action; clicking on No terminate the action. It will be clear, if explained the same with actual scenario. We have action button… Read More: Confirmation dialog box in workflow action button of Sage CRM »

Notification Features in Sage CRM v7.2

Sage CRM v7.2 has come up with many additional and exciting features. Recently, we came across a new notification feature in this version. Let me explain; sometimes it is irritating to see all the notifications displayed at the same time on your screen. In Previous versions of CRM if user has any notifications, all the… Read More: Notification Features in Sage CRM v7.2 »

Hide Type field in Address panel of Sage CRM

One fine day we found an interesting post, regarding how to remove the Type field. Type field is present on the Address Panel against the company. Removing this field is very simple but little different. Regular approach for removing this fields will not work for Type field. Thus, Follow below steps to remove and see… Read More: Hide Type field in Address panel of Sage CRM »

Closed, Target Close, and Closed By fields in CRM

If any case/ticket is created in CRM, it must be closed in some defined time range. Usually one who logs the case can trace this timeline based on the discussion with customer. This also depends upon the severity and type of customer. Obliviously you don’t want to delay services to your regular customers. Along with… Read More: Closed, Target Close, and Closed By fields in CRM »

How to restrict Users from accessing Default IIS page and Virtual Directory

Sage CRM being a web-based application requires a web server in order to function properly. The Primary role of this web server is to help store, process and deliver web pages as and when required to the users by means of HTTP. Now since Sage CRM is reliant on web server, IIS is one of… Read More: How to restrict Users from accessing Default IIS page and… »

Time zones affect escalation matrix

Here I am sharing a strange issue which I came across some days back. I have a simple escalation matrix setup as shown below on my CRM server. Now as per the SageCRM functionality once the case is saved, the escalations are created in the database as soon as case is saved however strangely escalation… Read More: Time zones affect escalation matrix »

GUMU™ Integration for Sage CRM is now compatible with Australian Version of QuickBooks

GUMU™ Integration for Sage CRM (Desktop / Cloud) – QuickBooks (Desktop) is a web-based Integration making it easy to use and time saving at the same time for both front office (salesperson) and back office (accountant) team. GUMU™ Integration synchronize’ s data with help of scheduler, data is updated bi-directionally, hence Salesperson and accountants are… Read More: GUMU™ Integration for Sage CRM is now compatible with Australian… »

GUMU Integration for Sage CRM with Sage 100 ERP now supports Multi-Browsers

GUMU™ Integration for Sage CRM with Sage 100 ERP now supports multi-browsers for Sage CRM 7.1 SP2 users. So now get more flexibility in using the integration; it does not matters on which browser User works or uses, they would always be able to use their favorite browser while using GUMU™ Integration on Multiple Browsers… Read More: GUMU Integration for Sage CRM with Sage 100 ERP now… »

Adding Hyperlink on Search Select Advanced Field in View Mode

One fine day one of our client came up with a new requirement. The requirement was to convert a Search Select Advanced field value to a hyperlink for a custom entity. To understand the requirement let us consider a standard entity Case as we all are quite familiar with the same. When we create a… Read More: Adding Hyperlink on Search Select Advanced Field in View Mode »

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