In sage CRM, date and time field play an important role. User can add customized data time field according to their business requirement and can have multiple customization related to these fields. Usually Date Time field are added with date and time pickers. Where date picker shows calendar and time picker shows time list with half an hour interval as shown… Read More: How to Customize the Time picker list »
In Sage CRM, modifying the look and feel of the Screens, lists or grids is managed through Client Side API or JQuery. Where Client Side API helps with the Standard CRM Methods to incorporate the changes, JQuery requires additional technical knowledge to make the changes. These methods are easily made available in Sage CRM Community.… Read More: Controlling column’s width in List or Grid using Client Side… »
Sage CRM has extensively focused on the UI/UX improvements through the release of the new versions. The various types of Fields available within Sage CRM Administration has helped to manage/limit the data inputs to a specific format. Limiting the number of characters to be inputted, Accepting only Date values, accepting only integer values, setting default… Read More: Define multiple Default Values in a multi-select field in Sage… »
Sage CRM Mobile allows you to work online using a web browser on any mobile device, such as a smartphone or tablet. Each device has a string of text, called a user agent that describes the device to Sage CRM. The user agent contains the version of browser and operating system that’s on the device. Sage CRM interprets the user… Read More: Sage CRM’s Data loading issue on Mobile browser »
Sage CRM Provides a strong security mechanism to each aspect that is from entities to fields. This mechanism is applied to the reports engine as well. New Stuff: Issue while loading records on Ticket List in Self Service Portal In this blog, we will discuss different ways to control access to reports for particular users… Read More: Controlling Access to Reports in Sage CRM »
The Grid or List in Sage CRM allows user to view the multiple records on a single page. Sage CRM also allows Users to personalize the settings i.e. chose the number of records they wish to see in the list; from the Preferences tab. Besides this, these lists can be customized to a greater extent… Read More: How to customize Grid’s column header caption in Sage CRM… »
Along with the various features provided by Sage CRM, it has also been familiar for the various types of Notifications through which not only CRM Users but also the Customers can be notified about a series of actions recorded in Sage CRM. Email Notifications, on – screen notifications, SMS are some of the examples of… Read More: Sage CRM – WhatsApp Integration for Ticketing Module »
Workflow plays a vital role in Sage CRM. Designing and implementing business process in CRM in order to let the same process flow to be followed as it was out of the system, is easily achieved in Sage CRM. Another advantage is the provision to not only create Custom entities in CRM but also apply… Read More: Duplicate records created while progressing Custom Entity workflow »
Sage CRM has never failed to amaze us with various exciting features, be it related to new functionalities or user interface. The ease in adapting changes with few steps of configurations is a value added advantage of Sage CRM. In this blog, we will explain how we adapted changes in Notification list of CRM. New… Read More: Enhancements to Notification list in Sage CRM »
The Grid or List in Sage CRM allows user to view the multiple records on a single page. Sage CRM also allows Users to personalize the settings i.e. chose the number of records they wish to see in the list; from the Preferences tab. Besides this, these lists can be customized to a greater extent… Read More: How to customize Grid’s column header caption in Sage CRM… »
