In Sage CRM, can manage security access rights across the organization by setting up Security Profiles and, if required, Territories. Profiles and territories are set up to reflect the structure of your organization. Users are then assigned a profile and home territory depending on their position in the organization. A profile is a way of… Read More »
The interactive dashboard is a highly-customizable workspace where you can control what information you need to see to be effective in your job. You can create multiple dashboards and gadgets by choosing the feeds, workflow and actions. New Stuff:Redirecting to Custom Dot Net Summary Page from Report Column Hyperlink In this blog will explain how… Read More »
Sage CRM provides Auto Hyper linking option in Reports. This feature helps us to navigate directly to the summary screen allowing quick view of the record information. Now in this blog we are going to discuss the standard entity and custom entity redirect configuration part in report column. New Stuff: Remove Toolbox from Gadgets in Interactive… Read More »
Interactive Dashboard feature of Sage CRM 7.3 is one of the most powerful and useful feature designed yet by Sage. Variety of gadgets, lists, charts are easily available and by configuring them together we can build various reports based on our need. One more useful thing is you can control it’s CSS as well in… Read More »
Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view Reports and Charts with Gadget Name. In this blog, we will explain how we can remove Gadget Name in an Interactive Dashboard. New Stuff: Provision to review MOM details right from the Dashboard Below are the… Read More »
We’ve all heard the saying “Time is Money.” This is especially true for Sales and Marketing people where they have constantly been asked to do more in less time. Sage CRM has provided many effective time management features right from the Mass update of data to Bulk Email. New Stuff: Company Notes Tab in Sage CRM Keeping… Read More »
Notes tab in Sage CRM allows you to add notes to Leads, Companies, Persons and Opportunities. It is an easy way to store and share important information that user can view in record. It acts as a free text area about the record for which all user has access to view it. Notes tab shows… Read More »
Hi folks! As we know Sage CRM has its own default themes defined which are version specific. You must be acquainted about how we can change the default themes or create our own themes in CRM. Below is the link for your reference. Adding a new Theme to Sage CRM New Stuff: GUMU Customizer – Adding… Read More »
This is the continuation of our previous blog where we discussed about Creating Inquiry (Grid) screens and Creating Sage CRM Panel screen using GUMU customizer. With this feature, it makes GUMU integration extra flexible where you can add your own customized Inquiry screen as per your own requirement. We can use this feature to display data… Read More »
Our GUMU™ for Sage CRM – Sage Enterprise Management is a real-time integration link. Today in this blog, we will go through steps to implement the real-time changes from Sage X3 to Sage CRM. Once this part is implemented Sage X3 user can create/update below entitles records from Sage X3 to Sage CRM on real-time… Read More »
