Tag Archives: calendar list

Displaying Lead Company and Lead Person Name in Calendar List

In the dynamic and competitive business landscape, maintaining a strong relationship with customers is principal for success. Customer Relationship Management (CRM) plays a crucial role in achieving this objective by helping businesses understand, manage, and enhance their interactions with customers. Among the various components that contribute to effective CRM, communication stands out as a key… Read More »

Sage CRM 2022 R1 – Automatically refresh calendar and calendar list

One of the most effective features available in the Sage CRM is Calendar and widely used feature as well. Sage CRM’s Calendar tab helps the users to manage communications i.e. appointments and tasks such as taking a follow-up from the customer, sending an email, scheduling a call, etc. We have already written about the new… Read More »

Easy to Use Calendar with Sage CRM 2018 R3

We have already been writing about the new features launched with the release of Sage CRM 2018. Along with the many new updates, feature enhancements and streamlined capabilities of CRM; they have introduced a major enhancement for the rigid and confusing calendar feature of the older version. Sage has completely redone the calendar’s look, feel,… Read More »