Documents are integral part for any business. During any business process lots of documents are being shared between the parties. These documents may be the physical documents or electronic documents. As technology is evolving, electronic documents are mostly preferred as they are easy to store, manage and can be accessed anywhere any time. New Stuff:… Read More »
Communications is one of the pillars of successful business. We all communicate with via phone or emails on daily basis. Sage CRM provides SMTP, POP email integrations and inbuilt Email editor goes very well for any set of requirements. However size of the email editor that comes by default is sometimes not sufficient. New Stuff:… Read More »
Few days back there was an very interest question asked on Sage CRM community. I took over a client and they already has Sage CRM installed but has never setup it up or used it. How can I find out database name, etc. that was used when installing Sage CRM? New Stuff: Email Order from Web… Read More »
It’s really painful when things start failing suddenly and you have to do whole lot of debugging to get them back in place. My purpose of writing tips on this blog site has always been to help you people identify and resolve the issues faster. Today I will discuss an issue I faced in Sage… Read More »
Enterprises that are yet to adapt CRM for their front office operations, maintained critical information of leads, prospects, customers and employees in complex excel sheets. There was a need for an advanced application to leverage enterprise data for real-time customer insights and quick decision making. Sage CRM simplified front office operations from analyzing customer interactions,… Read More »
LinkedIn is one of the most popular social networking sites for professionals, having over 100 million members from over 200 countries. LinkedIn is not only helpful for social networking, but also for searching new customers, suppliers, and vendors for your business. In today’s world it has become immensely important to track customer behavior and LinkedIn… Read More »
As you all know the impact of images present on web applications over users (i.e. more the images more the “likes”). Lets see today how we can make this more information/fun for to user by adding images under status column on any grid available in Sage CRM. Let’s take an example of a Status field… Read More »
Although Sage CRM comes with its own spell checker but user needs to click a button all the time to check E-mail content. It is also limited to FCK editor only; and not available for other Sage CRM screens. New Stuff: IIS Tip – Enable 32-bit Applications on 64-bit server Imagine a better Spell Checker… Read More »
De-Duplication in Sage CRM is a feature which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. Sage CRM offers different ways in which we can set the dedupe behavior which he have already shared in our previous blogs. Related Post: Change the standard dedupe behavior Well,… Read More »
In SageCRM workflow is an efficient way of systematic progress on work and related tracking. Workflow can be applied to any of the entities such as Case, Lead, and Opportunity etc. But how to handle the security of this workflow in order to make sure that no unwanted user can misuse it and disturb the… Read More »