Looking for functionality which creates invoices for cases through workflow? Solution: We have a solution which adds a new state as “Create Invoice” in the Case’s workflow. When a particular case gets closed, a new action button gets displayed in the workflow buttons collection. By clicking o this button user can create AR invoice for… Read More »
Need to store information against a particular case in file format? Want to upload an attachment for the case? Looking for Library against Cases? Solution: We have a tool, which provides a button say “Upload a File” which is visible on screen once the Case has been saved. Whenever user clicks on this button a… Read More »
Need to keep track of incoming mails? Want to sort them with reference to cases?Solution:Now it is possible with in Sage CRM. We have the tool which will track the subject line for any incoming mail in outlook and find the reference case for this email. If the case does not exist, then it will… Read More »
Do you want to send emails with attachments on regular basis? Need to send it externally from outside of the CRM? Solution:Now it is possible with Sage CRM. We have the workaround which will allow sending email on regular basis from outside of the CRM. This script can run on scheduler basis or we can… Read More »
Want to search for duplicate entries for Email records? Need a routine to get rid of duplicate entries? Solution:We have a workaround which can easily search for duplicate Emails for the person. Also it will allow the user to delete the Email Addresses which are repeated. We will provide a new Tab named “Searching for… Read More »
Want to customize the Phone – Email area against Company or Person? Need to store the Phone Number along with the Extension? Solution: We are providing a tool, which will provide an additional column named “Extension” along with the Phone Number field under Phone/Email Tab against Company or Person. Extension field is a free text… Read More »
Need to delete Product Records? Solution:We can provide a new Button named “Delete” button in product entry screen. When any particular product summary detail page is opened, in that screen this button will be available. On clicking that button it will easily delete record.
Need to segregate the items ordered based on Customers? Solution:In Sage CRM User will see a button called “Previous Item Ordered” where on the click of the button a popup screen will be displayed and on that screen he could see all the items that are ordered for a particular Customer on the Order Entry… Read More »
Want to Categorize the Products based on their weight? Looking for functionality to display total weight of the Line Item based on the weight of the Product? Solution: In the Product entry screen from Data management section there will be field called weight to the new product screen so that user can enter weight value… Read More »
Looking for functionality which would display Invoice tracking No. from Pro Series? Solution: We have the routine which will get the Invoice Tracking Number from Pro Series into your CRM. The user will be provided with a tab called “Order Inquiry” against Company. By clicking on the tab a search screen will appear. The user… Read More »
