Sage CRM has provided an advance functionality of “Workflow” to configure the life line of an opportunity, lead or cases as per your business rule. As a part of workflow you can set stage and status of an opportunity or a case throughout its lifetime. The workflows can be created or edited by following the… Read More: Progress Externally Imported leads in Customized Workflow »
Our customer means a world to us so how about putting the customers on the world itself. In Sage CRM there are existing add-ons which enable us to pin point a certain customer on the map. The Google powerful mapping features allows you to note the driving directions to his office and use the advance… Read More: Sage CRM with Google Maps »
Another one in the Sage CRM – EES basket :). After the integration of the RMA entry screen with case entity in Sage CRM Greytrix is back with another one. This one provides the user with a dashboard which shows the data from MAS in a graphical format. Since we have used the Fusion Chart… Read More: Sage CRM – MAS 90/200 EES Suite Extensions – Sales… »
Secured password is mandatory feature in any application. If your password is not encrypted/ secured then there is a possibility of security violation or can anyone hack your password. To avoid these kinds of issues your password should be well formed and follow some rules. Sage CRM includes two major modules that are: – Sage… Read More: Password Security for Sage CRM Self Service Portal »
Apart from GUMU™ for Sage CRM – MAS 90/200 integration, Sage CRM and MAS 90/200 EES is another product which enables the user to have the integration between two system. No, this is not the blog where I am comparing the two products (I will save it for later :)). I would like to take… Read More: Sage CRM – MAS 90/200 EES Suite Extensions – RMA… »
Ideally speaking this will not be an out of box feature that everybody needs in CRM, however I came across many such requirements these days where people either wanted to use id fields on the screen as unique reference values. Some just wanted to display them on the screen for viewing purpose. Some wanted to… Read More: Using Id fields of entities on screens and lists »
In Sage CRM, the reference number in Order and Quote entity is auto populated and ready only field where the value in viewed only when you save the record. By default the format is “ORD-#O/#N” where ORD is constant, #O is the opportunity id and #N is the incremental number. Like all good practices, Sage… Read More: Order and Quote Reference Number »
In Sage CRM there are 2 places from where we can notify the user. The notifications can be raised from. Notification at escalation rule. Notification at entity level. Let me just clarify the working of each one so that you would be in a position to know which one would be the best for your… Read More: Notification in CRM »
In my past blog posts, I had mainly concentrated on the data security and management. I this post I will talk more about code base security. In day to day life the code security is most important task of management. Sage CRM has incorporated code base security by using .Net API. From Sage CRM 6.1… Read More: Sage CRM .Net API Check Points »
In the Sage CRM version we found that Sage has done away with the Pers_PhoneCountryCode, Pers_PhoneAreaCode and Pers_PhoneNumber fields for phone and Pers_FaxCountryCode, Pers_FaxAreaCode and Pers_FaxNumber for fax numbers which were part of the person table. Likewise, the pers_emailaddress field has been excluded from the person table. Now this data would be stored in Phone… Read More: Phone and Email Structure Changed in Sage CRM7.1 »
