Tag Archives: Rules

Restricting Reports data to authorized users

Hi Readers…!! As we all know, SAGE CRM provides an easy to go feature of Reports generation in system. These reports can belong to various entities as well as various scenarios captured in CRM. Reports, which proves to be a highlight of every Business Organization as it provides the overall data consolidated through few easy… Read More »

Default Escalations in CRM 7.3

When we do any business, Escalations are important. The word escalation means “To pass (a transaction or case) on to a higher level in an organizational hierarchy”.  Escalations enable you to ensure on time response to customer for everything. Till the version 7.1 Sage CRM had provided some escalation actions to handle default assignments, communication reminders etc. New Stuff: Dot Net Admin and DLL Security Levels Sage CRM… Read More »

Consequences of De- Duplication

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 »

Restricting Workflow rules to Assigned User

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 »

Processing Inbound Emails using Rule-sets

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 »