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Enhance Phone-Email Tab with additional functionality as per User’s requirement

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: Enhance Phone-Email Tab with additional functionality as per User’s requirement »

Providing Delete Functionality within Product Entity.

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.

Create a Button to display list of Item ordered by a particular Customer.

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: Create a Button to display list of Item ordered by… »

Create a Calculative field in Order Entry.

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: Create a Calculative field in Order Entry. »

Displaying Invoice tracking number from Pro Series in Sage CRM.

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: Displaying Invoice tracking number from Pro Series in Sage CRM. »

Displaying Order Status of WMS in CRM

Are you willing to display order status from WMS in CRM? Solution: We have the routine which will add a tab called “Display Order Status” against Company. By clicking on the tab a search screen will appear. The user will just have to click the filter button on the screen to display “WMS Status” of… Read More: Displaying Order Status of WMS in CRM »

Link multiple People to a Lead in Sage CRM.

Description:As per Sage CRM standard only one Person can be linked with the lead which gets created as a primary contact person for a company (is creating a new company) once the lead gets converted to an opportunity.Now, want to add multiple persons to a lead!! Solution:We can allow the Sage CRM Users to create… Read More: Link multiple People to a Lead in Sage CRM. »

Filtering Location with in Communication based on Company Chosen.

Searching for functionality to optimize the Location for Communication? Need to filter location for Communication based on Company selected? Solution: We have a tool which would add the functionality by which the user could get the list of locations against a particular company based on the company selected. This application fills the selection list for… Read More: Filtering Location with in Communication based on Company Chosen. »

Auto Populate person’s contact number on Communication Screen.

Want to schedule a phone call for particular contact? Need Phone Number? Solution: Now we have the solution which helps to auto populate the Person’s phone number on Communication screen when the Person is selected. With this you get the reference for a contact while on Communication screen without actually navigating to the Person screen.

Create New Opportunity from Communication Screen

Need an easy access to Opportunity from Communication screen? Want to create new Opportunity based on scheduled Communications? Solution: Now it is available in Sage CRM to create new Opportunity from Communication Screen. We have the solution which adds a new button named “New Opportunity” to Communication Screen. It helps the user to create new… Read More: Create New Opportunity from Communication Screen »

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