Hello everyone! As we know that SAGE CRM is enriched with number of functionalities such as maintaining Customer records, creating communications against customers, attaching documents in communication record, etc. The communication list also display records with attachment but it doesn’t allocate the “Column Name” to it. Can we give suitable name to the column for… Read More »
When it comes to set up integration of Client side add-ons with web applications, security rights and restrictions always comes into consideration. We have been writing blogs on various process as well as features explored of Sage CRM Outlook Integration. In today’s article, I will share my experience where I have been facing an issue… Read More »
This blog is in continuation of my previous blog wherein I have explained the process of Merge Person functionality of Sage CRM. You can refer below link for the same. Related Post: Remove Duplicate records, move data of one Person to another in Sage CRM Though the Merging option has helped to manage data accuracy and… Read More »
Customer Relationship Management refers to the strategy and practice that helps the companies to manage and analyze customer interactions and data to improve or facilitate the sales and service related transactions throughout the Business lifecycle. One of the major requisite before stepping into Sales or Marketing process is to get proper details for approaching the… Read More »
Sage CRM allows to log/manage all Sales and Service records against the Company and Person entities very efficiently. But have you ever faced such a problem, where your Sales executive mistakenly created duplicate person records in CRM. And many transactions had been logged against both the records. How do you manage Data Accuracy??? New Stuff: Change… Read More »
Sage CRM users can create quick appointments and tasks as some appointments or tasks don’t have to be linked to Person or Company records. One of the benefits of using a CRM system, it allows users to manage their tasks and appointments efficiently. New Stuff: Set Default Value for fields through Workflow Now in this blog… Read More »
In Sage CRM we can reduce the data entry task of Users by setting the default values in some fields. Today I will share few ideas of setting default value for fields. Default values can be set at Field and Screen level. New Stuff: Provision to filter Emails Only in CRM Refer the below screenshot of… Read More »
Recently, we came across a unique requirement where customer wanted to filter Email In and Email Out communications in single click. By looking at the standard screen we can only filter Appointments and Tasks but how to filter all Emails was a challenge. New Stuff: Hide Interactive Dashboard Panel for Non Admin User By adding the… Read More »
In our previous blog, we have explained that, how to Open Popup screen using JavaScript. In this blog, we will explain you how to Open Popup screen using Client side API. In Sage CRM some customer needs the functionality wherein they want some information to be shown on Popup window instead of displaying on same… Read More »
