Notifications are a very powerful tool in Sage CRM. It can keep Sales and Management people aware of what’s moving in their Sales pipeline. Sage CRM has inbuilt functionality to either show on screen notifications or send out email notifications. There are 2 ways to do this, escalation rules or Quick notifications. New Stuff: Highlight Date… Read More: HTML Formatting of Notification Content in Sage CRM »
We all know how we can add color to columns or rows of a list or grid using Sage CRM Api filterWhere condition. But if we notice carefully, a date field contains the value of Today or Tomorrow then it is displayed a “Today” or Tomorrow” in Sage CRM list/grid. So filterWhere condition cannot be… Read More: Highlight Date Column in Sage CRM Grid »
Now a day’s most of the Sage CRM users use Contemporary theme as preferred theme as it looks well organized and user friendly. Main menu drop down list, recently viewed records, top bar icons and buttons are well organized which helps user to access the information easily. New Stuff: Notifications not working in Sage CRM 2017… Read More: Changing the color of hyperlinks in sage CRM »
Notifications are used to inform the user that a new record has been assigned to him or some changes has been made in the system. Sage CRM also has a Notification feature available in the system. You can set up Quick Notifications for Main entities from “Notifications” tab available under Administration -> Customization-> Entity. Over… Read More: Notifications not working in Sage CRM 2017 R1 onwards »
GROUPS is a very efficient feature provided by SAGE CRM using which we can collectively refer to the several entity records at the same time for performing particular action. This functionality is available for all the standard entities in SAGE CRM like Company, Person, Cases, opportunities etc. In this blog we are going to explain… Read More: Use of Exclude All and Include All buttons in Static… »
As we all know that ASP is one of the very strong and powerful tools for making dynamic and interactive WebPages, CRM utilizes it in building its various inbuilt functionalities as well as we can do the Custom development in CRM using ASP as per the standards provided by Sage CRM. Sometime due to some… Read More: Disallowed Parent Path error in Sage CRM »
In our earlier blog, we have explained how Favourite feature worked within CRM. In this blog, we will be talking about where Favourite records are stored in Sage CRM. New Stuff: SAGE CRM 2018 R2: Consent in Sage CRM When a user marks a record as a Favourite, Sage CRM itself internally stores data into… Read More: How Favourite records are stored in Sage CRM »
GUMU™ for Sage CRM – Sage EM integration is a real-time bi-directional integration between Sage CRM and Sage EM enables users to access customer, invoice and order information from either of these two systems. Today in this blog, we will discuss how Sage CRM admin level user enable GUMU integration access to each Sage CRM… Read More: Troubleshoot Error – The GUMU™ for Sage CRM – Sage… »
GUMU™ for Sage CRM – Sage EM integration is a real-time bi-directional integration between Sage CRM and Sage EM enables users to access customer, invoice and order information from either of these two systems. Today in this blog, we will discuss how Sage CRM admin level user enable GUMU integration access to each Sage CRM… Read More: Enabling GUMU™ for Sage CRM- Sage EM integration access for… »
GUMU™ for Sage CRM – Sage EM integration is a real-time bi-directional integration between Sage CRM and Sage EM enables users to access customer, invoice and order information from either of these two systems. New Stuff: Pre– Requisites for GUMU Sage CRM – Sage EM Integration We are releasing new latest version (v1.2) of GUMU CRM –… Read More: New Enhancements of GUMU™ for Sage CRM – Sage EM… »
