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: Globally scheduling the cases across users »
Willing to add Google Map functionality with SageCRM so it will be easy to identify the exact location of Person? We have developed an application so along with Person Tab one more tab will appear named “GMAP Location”. Clicking on this tab; application will search on GMAP depend upon current City stored for that Particular… Read More: Display the Location of Person on Google Map depends upon… »
Need an easy access to update multiple records in a search result and applying the same changes to the same property in each record? Solution: Now it is available in Sage CRM to update multiple records through a single update. We have a tool which we have build for Case Entity; we have added a… Read More: Update bulk of records property value through one single update »
Need to identify whether a recently closed case is billable or not?Want to create a report for cases which are billed on hourly basis?Solution:Now it is available in Sage CRM that a particular case is billable or not on the basis of some rules set by the admin. It calculates time duration by the time… Read More: Time and Billing for Cases »
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: Create AR Invoices in ACCAPAC ERP for Cases through Workflow »
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: Upload Attachment to a particular Case. »
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: Activate workflows for Opportunity/Cases created through Email manager server in… »
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: Send Emails with attachments through ACCPAC CRM. »
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: Search for duplicate Emails for existing ACCPAC CRM persons and… »
