Tag Archives: Sage CRM 2021 R2

Sage CRM 2021 R2: New Dashboard Templates and Reports

Dashboards are important to have glance of customer sales reports and the current status of ongoing sales activity. Sage CRM providers have many pre-defined dashboard templates or you can create your own dashboard as per your feasibility. These dashboards are easy to manage, edit or customize as per your need. Sage CRM dashboards provides numerous… Read More »

Sage CRM 2021 R2 – Changes in Mail Merge Functionality

Quotes are very integral part of any Sales process. Quotes are submitted to the customer as per the product they are buying. As sales progresses one may submit multiple quotes to the customer. Sage CRM helps an organization to maintain track of quotes against each opportunity till the quote is converted to Orders. Sage CRM… Read More »

Sage CRM 2021 – Changes in Self Service Portal

Every year Sage comes up with a new version of Sage CRM with adding some new functionality, overcoming addressed issues from the previous version, changing user interface, etc. In the Sage CRM 2021 release user interface of self-service portal has also been changed. New Stuff: Sage CRM 2021 R2: Word wrapping not supported Below are… Read More »

Sage CRM 2021 R2: Word wrapping not supported

In Sage CRM, the customization section has supported various field types that could help in capturing or managing the customer data in an efficient way. The Administration section of Sage CRM not only allows to just use these fields but also make alterations such as change in caption, character limit, field size etc. Along with… Read More »

Sage CRM 2021 R2 – Changes to Entity Fields and Tabs

Sage CRM standard functionality allows us to add multiple types (Text, Selection List, Multi-Select, Search Select Advanced etc.) of entries in an entity and showing them for at the entity level for informative purposes. In Sage CRM 2021R2, they have removed unused and added more frequently used fields and tabs to the default screen objects… Read More »

Sage CRM 2021 R2 – Customize CSS of Current Theme

Recently Sage has released Sage CRM v2021 R2. With every new version of Sage CRM, some new features are added that either enhances the functionality or the user interface to manage the Customer Relationship. It also helps in making the business processes smooth and trouble-free; as well as ease the system navigation thereby making it… Read More »

Sage CRM 2021 R2 – Additional Logging Options

Sage CRM provides us to many features which help users to track their records and data. This year Sage has come up with the new release of Sage CRM which is 2021 R2. In these release Sage CRM introduce so many new features. One of the enhanced features is new logging options. As we know… Read More »

Sage CRM 2021 R2: UX improvements – Ability to have multiple Web Lead Return URL

Sage CRM has allowed to capture and handle the management of the enquiries from the prospect in a very efficient way. Along with this, the ability to collect these enquiries is also available from and within Sage CRM with the help of web forms creation. The enquiries created through these Web forms or web portal… Read More »

Sage CRM 2021 R2: UX improvements – Configuration of Quote/Order merge document names

Sage CRM’s Mail merge functionality is one of the well – known and most useful functionality for every Business. The ability to merge the transaction details onto a word or pdf document with just few clicks had made it the most prominent feature of Sage CRM. The provision to create numerous templates categorized on a… Read More »