Tag Archives: communication list

Switch List View and Calendar View in Sage CRM

In our earlier blog we had explain how to enable old calendar in latest version of Sage CRM. Refer below blog for more details:Enable old Calendar tab in Sage CRM 2018 R3 In this blog, we will see how we can switch between Calendar View to List View. Recently from one of our client and… Read More »

Set Communication status ‘Complete’ in Two click

As we know Sage CRM is having a countless feature that helps user to handle the business process stress-free. Creating communication of different types like task and appointment, which helps user to save their meetings and to do for multiple entities. As Sage CRM is providing one feature that helps to set a communication status… Read More »

Changing the Default Status of Communications while loading Calendar in Sage CRM

Calendar is one of the effective and main feature available in Sage CRM. In the latest versions of CRM many new functionalities have been added. You can refer earlier blogs for calendar functionalities in Sage CRM. In this blog, we will be explaining how to change the default status of communications while loading the calendar… Read More »

How to give Name in Communication List for Attachment column

Hello everyone! As we know that SAGE CRM is enriched with number of functionalities such as maintaining Customer records, creating communications against customers, attaching documents in communication record, etc. The communication list also display records with attachment but it doesn’t allocate the “Column Name” to it. Can we give suitable name to the column for… Read More »