Everybody must be aware of Sage CRM standard mail merge functionality. Does anybody know how to create the merge templates? Also use the same while sending mail. Suppose you want to send the mail to the person or group of persons through the mail merge functionality. However, the whole mail content except the Person details… Read More: Mail Merge Template »
Everybody must be aware of the Sage CRM’s standard settings for documents uploaded for Company, Person, Cases, Opportunities and other entities. Have you ever thought how it is configured in Sage CRM and where the actual document is uploaded? Well, in this blog, I will be explaining the details on how it is maintained in… Read More: Library folder in Sage CRM »
With the growing client base Sales process becomes an integral part of the business. This is very much important task in consultancy firms as well as services industry where lots of sales and marketing people are moving around the globe to meet business minds and grow their business. In large organizations there might be 100’s… Read More: Claims management process in CRM »
In my previous blog, I had explained how to handle the crashing of pages by passing the parameters in URL. http://sagecrmaddons.blogspot.com/2011/01/handling-urls-in-com-api-part-1.html In this blog, I would like to explain how to create the URL at Server side, access them and use them at the client side scripting. Well, this scenario mostly comes when you are… Read More: Handling URL’s in COM API part 2 »
Well, before starting off with the post I must say that this is the pure development content most probably in the interests of developers? This is the multipart series in which I will be explaining how to handle the URL’s to avoid navigation and other scripting issues in COM API development work. In this post… Read More: Handling URL’s in COM API part 1 »
Few years back most of the organizations maintained their employees, customers, leads, prospects etc details in an excel file for their reference. Then Sage introduced an advance application called Customer Relationship Management (CRM). Sage CRM provided users a platform to maintain their new information in the structured and well formed way. In CRM user can… Read More: Data Upload in Sage CRM »
Earlier I had posted a blog: http://sagecrmaddons.blogspot.com/2010/12/date-ing-tips.html In which I had elaborated how to handle the date field in the custom search screen as it is little bit tedious task to do. Now in this section I will be more descriptive on how to make the date field default in the custom filters. Some days… Read More: Custom filter screen with default filter on Date Field options »
As a part of standard Sage CRM and Outlook integration, we can file an email in CRM using the button provided as shown below: Now when user selects an email and clicks on the “File E-mail” button, a filing window gets appeared on the screen as below: “File E-Mail” button just files an email in… Read More: Create Follow-Up Task after Filing Email in Sage CRM from… »
Greytrix has released GUMU(tm) for Sage Saleslogix – Sage 50 Integration for Sage Saleslogix version 7.5 and Sage 50. This is a real time bi directional integration between Sage Saleslogix and Sage 50 Integration. Features: Multi-Company Integration – GUMU(tm) for Sage Saleslogix – Sage 50 Integration allows you to integrate multiple Sage 50 companies with… Read More: GUMU for Sage SalesLogix – Sage 50 »
Everyone knows that SageCRM provides the user with a feature to merge company and its child records. When you select the dropdown to choose the Source company you get to see the company name. So effectively you have to select the source company by looking at the company name. Now wait a minute. Why would… Read More: Merge Company Source SSA »
