Sometimes it may happen a Case is assigned to a User and User has not attended on time leading to Customer dissatisfaction. Sage CRM provides a powerful feature to avoid such blunders and escalate Users with notification on time that they have Case assigned to them to look for. New stuff: Clone Sage 300 Quote functionality… Read More: Information on Escalation Rules and Configurations in Sage CRM »
Sage CRM and Sage 300 integration includes some nice features, such as customer/vendor information from Sage 300, invoice and order details, or even creating quotes and orders to Sage 300 through Sage CRM. It’s possible to open Sage 300 forms such as A/R inquiry and O/E inquiry screens. It’s one of the most important features… Read More: Clone Sage 300 Quote functionality from Sage CRM Quotes tab… »
As we know Sage CRM is very effective in managing the Sales and Services with the help of various entities such as Lead, Opportunity, Quotes, and Orders etc. Using each of the entities customer data can be maintained and requirement can be fulfilled. The integrated solution of Sage CRM allows us to create a link… Read More: Disable Promote to Order button on SWT screen »
As we know that using client side API, java script, .net API, CSS Script we can change the standard way of displaying Sage CRM grids by adding colors to it. Likewise, in this blog we will be looking at the trick that will allow us to change the Grid color by changing the CSS file… Read More: Grid Manipulation Using CSS »
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: Security on Editing Quote Line Items »
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: Hide New Dashboard, New Gadget and Template from Interactive Dashboard… »
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: Redirecting to Custom Dot Net Summary Page from Report Column… »
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: Remove Toolbox from Gadgets in Interactive Dashboard »
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: Remove Gadget Name from Dashboard »
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: Provision to review MOM details right from the Dashboard »
