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… »
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 »
