Sage CRM is pretty much flexible to customize. Recently we came across one requirement. Customer wants to display the relative data on the single screen in List view. New Stuff: Workflow Action Screen Customization using Client side scripting On Standard Communication screen (For Appointment) Customer wants to display meeting notes in List view on the bottom… Read More: Display List on Communication screen »

Workflow automation is one of the more popular features, as it eliminates the need to perform many tasks manually. Within a simple user interface, you can easily set up rules to automate many of your day-to-day tasks. CRM application provides lot of options for workflow automation. New Stuff: Generate Sage 300 Invoice from Sage CRM Suppose, we… Read More: Workflow Action Screen Customization using Client side scripting »

This blog will help you how to display Sage 300 Invoice into PDF format through Sage CRM. New Stuff: Display Sage 300 Customers Orders in Sage CRM Self Service In Sage CRM (Integrated with Sage 300) for promoted customers O/E Inquiry tab and other tabs gets enabled. For your reference, we have added the Print button… Read More: Generate Sage 300 Invoice from Sage CRM »

In our earlier post, we had explained how to display Sage 300 Customer Aging Report in Sage CRM Self-service. In this blog, we will explain you how to display Customer Orders in Sage CRM Self-service. New Stuff: Notify Task Creator with Email notification when Task is completed In Sage CRM, Orders are displayed under O/E Inquiry… Read More: Display Sage 300 Customers Orders in Sage CRM Self Service »

Sage CRM comes with an amazing tool which allows system to notify Users in form of Escalation emails and on screen notifications. The Escalation feature can also be implemented in Sage CRM when a Task is created. Let’s say there is a scenario where User A has created a task and assigned to User B.… Read More: Notify Task Creator with Email notification when Task is completed »

SSA fields are provides very efficient functionality in Sage CRM. SSA field is nothing but an integer field at back end which stores integer value i.e. primary key value in database. At UI level SSA fields display the record description on screen. New stuff: Information on Escalation Rules and Configurations in Sage CRM Today in this… Read More: Make up of SSA fields in Sage CRM »

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 »