Tag Archives: Sage CRM 2021 R2

Disable Click to dial Links on Phone Number in Sage CRM

Sage CRM allows to create and maintain Customer and their Account information in CRM. This information can be either their Company details, personal details, Email, phone numbers etc. We can even add multiple contact details against one company. Some industries used to do tele calling to their customers or customers calls them regarding their queries… Read More »

Narrative Summary for Company in Sage CRM 2023 R1

In Sage CRM, Company is the main fundamental unit. After creating company, we can associate Sales and Service process to it. In Sage CRM, we can maintain company’s basic details like name, annual turnover, employee strength, company’s website etc. Also, we can link one primary contact person against company, who will be the SPOC for… Read More »

Integrate Sage CRM with Microsoft Office 365 Part using OAuth2.0

In today’s world every work done is paperless. For e.g. in many of the big organizations, everything is documented and communicated over emails. This reduces the exchanges of letters being used for the communication. Emails can be sent to the clients, vendors for any enquiries or information needed. Sage CRM also have an Email Integration… Read More »

Sage CRM 2021 R2 – Field Caption Changes

New features or changes are introduced with the release of new versions of Sage CRM. In Sage CRM 2021 R2 field captions have been updated. This change was one of the recommendations that were made following a review of the default screens and lists for the core entities. New Stuff:  Change the Look and Feel… Read More »

Sage CRM 2021 R2: Wait Cursor or Spinner loading Error

As you all are aware that every time Sage CRM releases new versions with new features which enhances the credibility of Sage CRM. Now, with the release of Sage CRM 2021 R2, new features and great enhancements has been introduced in Sage CRM in terms of UI/UX as well as in terms of functionality which… Read More »

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 »