Communication is an essential part of every business to maintain a good relationship with customers. Sage CRM provides Calendar functionality which is a powerful tool for keeping on top of customer relationships and closing deals. It helped to manage all communication-related activities with the help of appointments, tasks, etc. You can relate these appointments/tasks to… Read More »
Sage CRM has helped to manage all communication related activities with the help of tasks, appointments, emails etc. Data security and management has also been made easily available within Sage CRM’s various modules or entities. But have you ever came across such a requirement where to need to upload documents related to specific appointments? New… Read More »
Sage CRM allows us to customize entry of data in a secured manner. Data security can be provided at various levels for an entity. In this blog, we will explain how security can be applied to control entry of appointments in Sage CRM. New Stuff: What if user is locked out in Sage CRM? Entry… Read More »
Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution… Read More »
In my earlier post related to Sage CRM 7.1 – External Attendee, I had highlighted new features provided by of Sage CRM 7.1 i.e. External Attendees. Please refer below link: http://sagecrmaddons.blogspot.com/2011/03/sage-crm-71-add-attendees-for.html As we all know using External Attendees functionality we can maintain and manipulate the multi-person linked appointments very efficiently. But as per my perspective… Read More »
Few days back I had a conference meeting with my one of important client. This call had been included around 8-10 members from client side working with different positions within different department and 4-6 persons from our organization. Before this meeting I was trying to create an appointment which was supposed to consist of all… Read More »
The existing SageCRM functionality allows you to create a new “recursive” Appointments but not a recursive Tasks. I am not sure why this two way approach was implemented. I am sure there must be a lot of thought process involved in this one. But I can have recursive tasks just the same way I can… Read More »
Now we can REschedule the tasks and appointments for any particular user (i.e. to postponed communications for within the range of dates). It will provide a new tab in the “My CRM” context which will provide a screen to accept user name and date (from and to). It will display the list of all the… Read More »