In Sage CRM, On Opportunity Progress Screen we can see Create Follow Up checkbox checked which will ask user to create follow up every time user saves the opportunity progress. New Stuff: Global Search Functionality Here I will explain how to uncheck this checkbox to avoid creating follow up every time after adding opportunity progress. In standard… Read More »
Sage CRM has standard feature to search accurate data. I.e. Keyword Search. With this functionality CRM user can perform search across all text fields available on the Entity search screen. Recently, one our client came up with Global Search functionality, where in Search functionality is needed on the Top Content of the Entity. With this… Read More »
We all know that SAGE CRM allows us to create web forms for collecting Lead Information. The enquiries captured from web portal are then available in CRM, thereby enabling the standard workflow automatically. But what if you want to set customized workflow rather than standard one? Does it gets set by default? New Stuff: How to… Read More »
As we know CRM logs plays a vital role in identifying the cause of any errors and act as helping hand for implementers and developers. User can check logs which are divided into different categories such as SQL Logs, .Net Logs, System logs and so on. Along with this different logging level can be defined… Read More »
The Escalation functionality allow user to create notification rules for primary entities as well as custom entity in Sage CRM. Escalation rules can contain few conditions based on which notifications can be triggered via Email or on screen messages. If you want to enable Escalation for Custom Entity you can refer Enabling Escalation feature for Secondary… Read More »
As you all know in Sage CRM, we have option available for mail merging in Word document. In my earlier blog we have discussed about how we can apply restriction to the users for allowing merging in word document. Please refer below blog link for the same. Control Access to Merge to Word button in… Read More »
You all must be familiar with the two different formats provided by Sage CRM for User-select field. But do you really know, on what specific criteria does this field’s data type changes or where it is basically configured in CRM? New Stuff: Unlock the potential Enterprise data – With our GUMU™ Integration for Sage CRM with… Read More »
At Greytrix, we understand you share a unique relationship with every customer. However, with your business growing, it becomes difficult to maintain deeper connections with your customers who once got your business up and running. Be it large or small – companies must remain agile and continue to evolve, as technology and customer demands increase.… Read More »
Activities play an important role in business operations. In Sage CRM activities can be tasks, appointments, meetings and send email. We can associate activities with entities such as leads, Company, Person, Cases and Opportunities. Business Users handle thousands of record activities every day. It is important for them to update or work on individual activities… Read More »
Some errors when encountered take most of us for a spin. Especially if you are a business user accessing Sage CRM to update Company/Person record and see the record is taking huge amount of time to update the data and leading to “An unexpected event has occurred: Exception: SQL Error” on screen and frustration. There… Read More »
