SageCRM escalations module ensures timely completion of the tasks assigned to the user and if not completed on time escalates the same to proper authority. These escalations configured in CRM, but we can also control when these escalations will be triggered. Here is how. The New Stuff: Log Me In To Custom Page Escalations getting… Read More »
Less number of clicks, faster work! It’s a simple fundamental. Log Me In To is one of the configurations in SageCRM where user can decide which page should be displayed as soon as he logs into Sage CRM. This field has different options like Calendar, Splash Screen and Dashboard etc. available by standard. Now as… Read More »
When it comes to client side add-ons with web application, it always becomes difficult to set them up due to security restrictions. Outlook integration is one of such functionality provided by Sage CRM which hugely depends on client environment. Over last few days we have posted series of blogs on classic Outlook integration plugin using… Read More »
Hi folks “GREETINGS OF THE DAY”! Nowadays life has become very fast and every minute counts. In this faster world we don’t have time to write letters and e-mail has become popular way of communication. All new age software’s must address all emailing requirements when it comes to business and SageCRM is no different. Outbound… Read More »
GUMU™ for Sage CRM – Sage 50 (US Edition) is a third party application which imports data from Sage CRM to Sage 50 application and vice versa. It is a batch utility which can be used as a scheduler where each import and export routine can run at a fixed interval time. Let’s walk through… Read More »
In today’s blog I will talk about one of the pain points faced by Sage CRM application testers. In development environment it doesn’t become always possible to host the application test version on static IP’s and access it on mobile device browsers. Testers find it increasingly difficult to test the application in mobile view. Here… Read More »
This post is in continuation of our previous posts regarding Sage CRM and Outlook Integration. People using Sage CRM and latest version of outlook mainly face the problems with Classic Outlook integration Plug-in due to enhanced security and performance parameters in latest office products. Create, Launch, Record, Analyze Surveys from within Sage CRM Greytrix Survey… Read More »
As we all know that latest version of Sage CRM gives us a features to clone various configurations which eventually saves our valuable time. However cloning is not new to SageCRM framework. It was already in place for escalations, workflow rules etc. Related Post: : Report Cloning in Sage CRM 7.2 Consider a scenario where same… Read More »
Self-service applications help passing on ticket logging task in customer’s hand. However these portals are tightly integrated with your SageCRM database which needs to be secure no matter what. Hence it is necessary that we kill the inactive sessions of self-service user logins which improves security as well as performance. SageCRM provides parameter auto logout… Read More »
Charts make your reports, dashboards look more presentable. We have written series of blogs on charting methods throughout this site. In one of my blogs I had explained how we can create chart blocks and display them on Interactive Dashboards. Below is the link. Related Post: View GUMU Dashboard in Sage CRM using GUMU Integration… Read More »