Do you have SSN or PAN number fields on your Person Entry screen? While Filling SSN field its very tedious to put the hyphens in betweeen Numbers at right place. We have a solution.We have written a script and user no need to worry about hyphens. User need to enter the number only and hyphens… Read More: SSN field format »
Do you have SSN or PAN number fields on your Person Entry screen? While Filling SSN field its very tedious to put the hyphens in betweeen Numbers at right place. We have a solution. We have written a script and user no need to worry about hyphens. User need to enter the number only and… Read More: Field Value Enter Format – For Example SSN Field »
This functionality would provide user facility to track and creates orders against particular company. Currently as per the standard Sage CRM functionality, orders and their corresponding line items can be generated from with in Opportunity context. Using this component the generation of orders and their line items would be facilitated from with in company’s context.… Read More: Order Entry Against Company »
Need to enter multiple phone numbers for a Person? In a Standard Sage CRM, you can not enter more than 5 mobile numbers. Are you willing to enter more than 5 telephone numbers for your client? Solution: A new Tab will appear on Person Tab Group Named Custom Phone. When user will click on New… Read More: Multiple Phone Number Entry for a Person »
Can you imagine the maintenance of time and expense spent by the user for the particular Communication in Sage CRM!!!! Yes, you can, we have a tool through which user can enter the entries for time spent and expense spent on the Communication. Solution:In the Communication screen, we have provided one button as shown in… Read More: Time And Expense Generation For Communication »
Are you willing to set the communications scheduling or Status of desired communications? Solution: We can add a new tab Under MYCRM named as “Update Communications”. This tab will show List of Communications. Also, we can provide a filter screen to list out the desired communication to be updated. We will provide an Update Communication… Read More: Set Schedule of Bulk Communication on Single Click »
Now in Sage CRM, it is possible to display details of the entity on mouse over. In communication entry screen after selecting a company or any entity, if anyone wants to see the information he can mouse over the company field and can view details without searching for those values. It is also possible for… Read More: Display Company information on Mouse Over. »
Now in Sage CRM it is possible to display phone number below the SSA field.In any screen displaying of additional number or any other details below the SSA field is possible.E.g. If any one select person from SSA field the additional number is being displayed such as mobile number in the given screen shot.
Need to see the Item Quantity as well as handling its Shipment quantity.Are you willing to handle the shipment quantity within CRM in from Line Item grid? Solution:From Opportunity Context under Order Details tab group we will add a new tab named “Shipment”. Here, user will be able to view the Order header and Order… Read More: Handle Shipment within CRM »
Need to Entry multiple line Items in just a single click.Are you willing to create multiple line items from Order Entry screen depending on Products selected in just a single click? Solution:We will provide a Rapid Entry screen for Line Items that allows user to enter multiple line item at the same time for selected… Read More: Multiple Line Items Entry using a Rapid Entry Screen depending… »
