Sage CRM Reporting tool is an important feature of Sage CRM which is used to create simple as well as Complex reports within Sage CRM. Reporting tool has proved to be flexible enough to combine or customize various features such as displaying charts in report content, grouping the data, sort the data and so on.… Read More: Display Date Fields only based on Stage in Reports »
Responsive Calendar List in Sage CRM itself has many inbuilt features which makes it an innovative as well as a user friendly feature on its own. We have explained many of its features in earlier blogs. One of them was ‘How to enable Export to Excel on Calendar List in Sage CRM’. Below is the… Read More: How to enable Export to PDF on Calendar List in… »
Launch of Sage CRM 2018 R2 has come up with the new feature known as “Mass Delete” against Groups. You all must be aware of “Mass Update” and “Update Territory” functionality available against Group through which we can update specific data and territory of all records present against group respectively. In our previous blog, we… Read More: Delete Documents and Communications from Records in a Group »
Groups being a very important feature of Sage CRM can be used to get a list of details of CRM records like Lead details, companies or people. Groups can help to get all of the information needed in a format that can be exported to Excel, CSV or it can be used to create a… Read More: Allow Mass Update against Group in Sage CRM 2018 R2… »
We all are familiar with Sage CRM’s Reporting tool, which helps to give a clear picture of ongoing work in very efficient manner. Just like many other features of CRM, even Reporting tool has some of its inbuilt features such as various report output options, chart options, sorting or grouping of output data etc. Even… Read More: Restriction on Date field for reports in Sage CRM »
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT!, Goldmine, SLX,… Read More: Migrate Contact from Salesforce as Person in Sage CRM »
Saved search is a feature in Sage CRM that used for searching record with predefined search criteria’s. It also reduces the time consumption of defining the search criteria every time user logs in into the system. Saved search can be created from Search Screens as well as from Advanced Find screens. New Stuff: Duration column in… Read More: Constructing Saved Searches from Search Screens in Sage CRM »
Hey folks! You guys must have seen Duration column within Tracking tabs of Cases, Opportunities etc. Duration column shows values in Days, Hours and Minutes format. In this blog, we will explain how Duration is calculated within Sage CRM and displayed into Tracking tabs. New Stuff: Modify Print Quote button functionality in Sage CRM Consider Opportunity… Read More: Duration column in Tracking tabs within Sage CRM »
In Sage CRM v7.3 SP3 onwards, Quick Template option has been introduced in Sage CRM. This option is available into Document Templates section. In this blog, we will be explaining how one can modify template which gets printed on clicking on Print Quote button. New Stuff: Set properties of Multiline Text field in Sage CRM In… Read More: Modify Print Quote button functionality in Sage CRM »
