In our earlier post, we have discussed about “Notification feature in Sage CRM V7.2”. Here are some of the other changes that I have seen in the Sage CRM 7.2 version. Until Sage CRM v7.1, email screen used to get open in 3 different formats. i.e, Split : If this option is selected, email window will… Read More: Email Screen in Sage CRM 7.2 »
Sage CRM is available in three editions i.e. Sage CRM 100, Sage CRM 200 and Sage CRM.com. Understanding difference between these editions has always been mystifying to clients. Therefore, we thought it would be great to differentiate it and present it in a blog, which would help users to understand the difference in better manner.… Read More: Difference of Sage CRM Editions »
Sage CRM provides various feature/options to store important documents against its entities like Company, Person, Cases, etc. Few days back, we came up with a requirement of showing on-screen notification if any document is uploaded in Sage CRM by a Team member. We have even added an on-screen notification as an optional part. Notification will… Read More: Document Upload Notification in Sage CRM »
What is more important for successful business? Good resources, big premises, cafeteria, assembly areas :). Yes, these all are necessary but one thing which makes the difference is the hierarchical organization structure. In CRM we have provision to create users and specify the profiles for them. Along with this we also have field named Forecasting… Read More: Forecasting – Reports to field in CRM »
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… »
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 »
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 »
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 »
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 »
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… »
