Tag Archives: Groups

SAGE CRM 2019 R1: Enhancement in the Groups

Sage CRM had released their new version of CRM i.e. Sage CRM 2019 R1. With the release of Sage CRM 2019 R1 new features and enhancements are made available in few areas. One small amendment is done within the Groups made in CRM. New Stuff: Unable to Upload File in Sage CRM In earlier versions of… Read More »

Allow Mass Update against Group in Sage CRM 2018 R2 onwards

Groups being a very important feature of Sage CRM can be used to get a list of details of CRM records like Lead details, companies or people. Groups can help to get all of the information needed in a format that can be exported to Excel, CSV or it can be used to create a… Read More »

Enable Security for groups in Sage CRM

In Sage CRM, Group is a set of records that all belongs to the same type of entity. You can create groups for all the Main entities including new custom main entities. Groups created in the CRM can be viewed under My CRM -> Groups tab as shown in below screenshot. New Stuff: Easy to Use… Read More »

How to get SQL Query of Groups created in Sage CRM

In Sage CRM, Groups feature allows you to create, edit, and save lists of people, companies, leads, cases, opportunities, quotes and orders based on defined filter criteria. Groups are based on the SQL views generated by queries. The views that are used to create group’s needs to be designed such that each row should return… Read More »

Control Access to Merge to Word button in Sage CRM v7.3

In our previous blog post, we discussed about the new features that have been introduced in Sage CRM v7.3. Here is the link. Quote Summary Screen Enhancements in Sage CRM 7.3 In this blog post, we will explain how Sage CRM administrator can add restrictions on any user for merging Quote template to word document. New… Read More »