Sage CRM Self Service allows customers to access information or request services and support over the Web whenever they want. Customers can directly receive information based on their preferences, requests, and history through self- service portal. Read our other Self-service offerings at the end of this post. Sage CRM user can export data into Excel/PDF/CSV… Read More »
Document merge has been one of the essential features of Sage CRM. We can generate Letters, Quotations on the fly on predefined word templates. The question is how you can create and use the merge templates. I remember I had discussed the old way of doing it by using the Local Document feature in old… Read More »
Sage CRM Sales Tracker is a new app for Windows 8 which provides easy access to customer contact information and recorded sales opportunities at any time, from any location. Equipping sales professionals with instant access to valuable customer information when on the road or at customer sites can increase productivity and effectiveness while delivering an… Read More »
Some days ago I came across this interesting topic on Sage CRM community site hence thought I would share the same with my reader here. In today’s business world, along with managing the work every person wants to stay updated with the currency rates. Sage CRM does support multiple currencies, but updating exchange rates used… Read More »
Using the new feature in SageCRM7.2 reports can be cloned where in you can create a copy of an existing report and make the modifications as per the requirement. Suppose you want to create a report based on standard report where standard report has most of the columns needed however you want to add some… Read More »
Here is another feature provided by SageCRM7.2 where you can control the rights to export the reports. Consider an organization, which has different levels of hierarchy, one person will be “Admin” and remaining are employees working on CRM (i.e. with no admin rights). Consider there is an “Annual sales Report” which this organization generates at… Read More »
This is in continuation with the series of blogs I am posting on Sage CRM 7.2 features. This is one of those changes which will make Developers, Report Managers life easy. Sage CRM 7.2 has given the flexibility where report columns are arranged in alphabetical manner, so if your report view has more columns you can… Read More »
In our earlier post, we mentioned how users can restrict the list of records in Sage CRM. Say, now user wants to view additional Grid, instead of the standard grid list size [5, 10, 15, 20 or 25 rows at a time]. Hence, follow below mentioned steps to achieve the same. 1. Navigate to Administration… Read More »
