Hello readers! How many of you find the coaching texts on CRM screens helpful? Most of the people disable these or remove them from the screen. Well, can this area be customized in order to make it more interesting? For e.g. In my organization login page for all the users is set to Calendar and… Read More: Interactive Coaching Text »
Hi folks! In this article I will be explaining how you can link your website address with your CRM Main Menu. Consider adding a button in SageCRM which navigates to the company website. This can be done with no customization at all. Here is how.1.Login to CRM.2.Go to Administration |Systems |System Behavior 3.Click on Change… Read More: HOME PAGE URL »
As of now we all are aware that Sage CRM provides every possible way in managing the details related to customer. But what if we need these details to be updated on frequent basis ; do we need to perform it manually? Sage CRM comes with a functionality which performs this task with an ease.… Read More: Refresh My CRM Buckets Automatically »
As we all know Sage CRM provides us with a customized way to keep record of the issues or say cases assigned to a user. But what if this cases are remained untouched! Does your CRM help? No! That is where the Service level agreements (SLA) come in. SLA provides us with the functionality to… Read More: More Levels of Escalation »
For major primary entities in Sage CRM such as Cases, Solutions, Opportunities, Leads, Campaigns, Companies, People we can create workflow in SageCRM. Workflow is the way of schematically progressing the work on any entity. In this blog, I will explain how we can disable the entire Workflow itself for any entity. Follow the below steps… Read More: Disabling Workflow for an Entity »
We all know, Sage CRM comes with the functionality to provide you with the quick overview of the information related to any entity. This is nothing but in the form of Reports, Dashboards etc. You can export reports to Screen, PDF, excel etc. Now when I export them to screen will it be possible to… Read More: Hyperlink on Report columns »
Here is another feature provided by SageCRM7.2 where you can control the rights to export the reports. Consider an organization, which has different levels of hierarchy, one person will be “Admin” and remaining are employees working on CRM (i.e. with no admin rights). Consider there is an “Annual sales Report” which this organization generates at… Read More: Secure report output from export »
