Tag Archives: communications

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 »

Hide Follow-up fields from the Communication screen in Sage CRM

JavaScript or say Client side API has always been useful to make customizations in Sage CRM. Be it hide and show of the fields, adding or removal of buttons and so on. But have you ever tried to remove or hide those fields, which are visible on screen but not available at database level for… Read More »

Provision to filter Emails Only in CRM

Recently, we came across a unique requirement where customer wanted to filter Email In and Email Out communications in single click. By looking at the standard screen we can only filter Appointments and Tasks but how to filter all Emails was a challenge. New Stuff:  Hide Interactive Dashboard Panel for Non Admin User By adding the… Read More »

Attach Meeting Documents against Appointments in Sage CRM

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 »

CRM for Subscription Process

Nowadays, Subscription business model is growing very rapidly in various industries and it is such a business model where customer pay money for a particular product/service for the particular time of period.  The major benefit which will be extracted from this business is it is a recurring model where customer’s subscription will be renewed on… Read More »