Tag Archives: export to excel in calendar

Displaying Lead Company and Lead Person Name in Calendar List

In the dynamic and competitive business landscape, maintaining a strong relationship with customers is principal for success. Customer Relationship Management (CRM) plays a crucial role in achieving this objective by helping businesses understand, manage, and enhance their interactions with customers. Among the various components that contribute to effective CRM, communication stands out as a key… Read More »

How to enable Export to Excel on Calendar List in Sage CRM?

We all are familiar with the latest feature introduced in Sage CRM 2018 i.e. Responsive Calendar list. With the help of Responsive Calendar list, users can view all the communication records in a list; where he can sort, filter, edit, or delete calendar items from the list itself. New Stuff: Sage CRM 2018 R3: Create a… Read More »