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 »
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 »
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 »
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 »
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 »
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 »
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 »
We have added a new tab against Company entity named as “Groups”. This tab shows group list to which the current company belongs. Also we have provided the button as “Add this record to a Group” through which user can add the current company to the group which he/she wants.
Are you willing to find Cases categorized on the basis of User?Would you like to provide the user a feel like Calendar; while accessing Cases? We have a workaround which will help you to search the cases on the basis of user and its status. Also it shows pictorial representation of Cases you see in… Read More »
