In our previous blog we explained how to add user filter on dashboard gadgets. In this blog we will see how to add teams filter. The steps to add team filter are same as that to add user filter, only few changes in views needs to be done. New Stuff: Sage CRM 2020 R1: Extended… Read More »
Sage CRM allow users to create custom dashboards, according to data feeds which they want to have look at from different entities at same time. It can be in list, chart or report format. As we all know Sage CRM provides security constrain on data team wise, user wise, territory wise, assigned to and created… Read More »
This blog is in continuation to the topic of Nested Mail merge in Sage CRM 2020 R1. You can refer the below link for the same. In this blog, we will explain how to create the Nested mail merge templates against the new entities definition recently added in MailMergeRelatedInfo table. Related Post: Sage CRM 2020… Read More »
Sage CRM always had the capability to allow the users to create mail merge documents using the concept of nested mail merge. Now with the release of SageCRM 2020 R1, this feature of Sage CRM is enhanced further. In earlier versions of Sage CRM, user was able to create nested mail merge template only for… Read More »
Hello everyone! In Sage CRM date fields helps user to track when a particular record is been created or updated. Some additional date fields like closing date on opportunity or Due date on communication plays vital role in defining business logic and escalation as well. New Stuff: Sage CRM’s Data loading issue on Mobile browser… Read More »
Quotes and Orders Summary screen has many predefine buttons, which increases performance of Sage CRM. For example, clone button helps user to create exact replica of quote on single click, similarly “Convert” button creates an order record from quotes details. New Stuff: Easy Steps to Find out Field Reference in Sage CRM These buttons are… Read More »
Sage CRM has the ability to customize in a different way as user need. Users can add multiple fields on screen as per requirements. In Sage CRM there are different custom tables that stores data of fields, screen or list that are created. But it becomes difficult to find the field reference i.e. field belongs… Read More »
As we know every new version of Sage CRM is coming with many features which makes our business process trouble free. In Sage CRM we can add multiple records for all entities in which contact information of customer is added. Lead entity is mostly use to add new leads records, which is very important for… Read More »
We Know MailChimp is one of the most useful at the time of Mass Email Sending for Marketing. As we know using MailChimp integration with CRM, we can send emails via group, however in group of company or person there are duplicates of mail address of persons and companies. One of the new feature in… Read More »
At the year start of 2020 as all ways Sage comes with the latest version of Sage CRM i.e. Sage CRM 2020R1. Which includes many more new features for users in different sections of Sage CRM. As we know the users can add documents for the different entities like Company, person, etc. using drag and… Read More »
