You all are aware that sage has introduced the latest release for Sage CRM i.e. 7.3. With this release sage has introduced some new features which we have discussed in recent blogs. Among them another new feature available is Enhanced Text Editor in Email and Mail Merge Template. New Stuff: Sales Metrics for Managers in Sage… Read More: Enhanced Text Editor Feature in Sage CRM 7.3 »
Sage CRM 7.3 is released with a lot of valuable features for every business and we are so excited about it, that my team has decided to post series of blogs on the new features added. Today we will discuss one more such exciting feature. With the launch of Sage CRM 7.3 new Management Dashboards are… Read More: Sales KPI dashboard in Sage 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: Default Escalations in CRM 7.3 »
Hereby I am explaining troubleshooting steps of an issue occurred during the integration process. Despite my email Id was correct; still was facing the issue highlighted below: New Stuff: Sage CRM 7.3 – Introduction of New Opportunity Workflow You will find there is a new log file created to capture MailChimp related transactions in… Read More: Troubleshooting MailChimp integration issue with Sage CRM 7.3 »
With the latest release of Sage CRM 7.3, Sage has introduced a new and quicker way of creating Opportunities in Sage CRM through Quick Sale Workflow. The Quick Sale workflow has limited and fewer stages than the standard workflow. This new workflow would be beneficial in an organization where product selling lifecycle need not to… Read More: Sage CRM 7.3 – Introduction of New Opportunity Workflow »
Sage CRM’s reporting feature has always been proved helpful to view the summary data. Report’s data extracted in rich graphic and interactive graphs has improved the look and feel as well as gives better clarity. Sage CRM 7.3 has come up with some new chart styles which can prove helpful for Sales as well as… Read More: Introduction of New Chart Styles in Sage CRM v7.3 »
In our previous blog posts, we had explained Sage CRM Client side API features that are available for Sage CRM v7.2. In this blog post, we will explain highlighting the field that is currently in focus on Sage CRM v7.2. New Stuff: Some facts about Metadata Refresh Let’s consider that you wish to highlight the… Read More: Notify User by highlighting the field that is currently in… »
Sage CRM Client Side Scripting provides vital features to customize Sage CRM the way a user needs. We have discussed several tricks on Sage CRM Client side scripting in our previous posts. You can refer Also Read section at the end of this post for more details. In this blog post, we will explain how… Read More: Collapsible Navigation Menu in Sage CRM v7.2 »
While browsing through Sage CRM Forums, we came across a forum in which a user wanted to understand how to add or remove a tab under My CRM. In this blog post, we will explain how it can be done with an example. New Stuff: Opening Asp.Net page in CRM 7.2 without losing context menus… Read More: How to Add or Remove tabs from My CRM »
Recently Sage has introduced a Beta copy Sage CRM v7.3 which comes with many new features. In this blog post, we will be explaining a new theme in this version. New Stuff: Quote Summary Screen Enhancements in Sage CRM 7.3 In Sage CRM v7.2, below Themes were available. 1) Sage 2) Classic 3) Neutral However in… Read More: Introduction of New Theme in Sage CRM v7.3 »
