Tag Archives: Sage CRM

Renaming the Standard Entity in Sage CRM

Native Sage CRM consists of Primary Entities and Secondary Entities. Sage CRM users can also create Custom entities within Sage CRM. We received customization requests from customer few days back in which they asked to rename the “Opportunity” entity to “Job”. Therefore, we thought to document it as a blog so that anyone can do… Read More »

Disable Keyboard Enter Key in Sage CRM Screens

In Sage CRM, when data is entered on Company, Person, Case, or any other custom entity screens, the record gets saved into Sage CRM when the Sage CRM user clicks on the “Enter” key on the Keyboard. One of our customers approached us and came up with a requirement that, he wants to prevent records… Read More »

Set Default O/E Report in Sage CRM integrated with Sage 300

In the earlier below blog, we have explained how to add customized o/E report in Sage CRM integrated with Sage 300. Add a customized O/E report for Sage CRM integrated with Sage 300 New Stuff: Sage CRM 2022 R1 UX improvements – Update territory in Opportunity, Case, Lead Groups This blog will discuss how to… Read More »

Add a customized O/E report for Sage CRM integrated with Sage 300

Sage CRM integration with Sage 300 allows a user to view the data from an ERP System in a CRM System. The key features of Integration include below. Bi-directional import/synchronize customers from the two systems. Ability to view order details in the CRM System of the linked customer in CRM. Import/ synchronize items in ERP… Read More »

Sage CRM 2022 R1 – Resize table columns in the Email Templates

An Email and Communication module is one of the most used features by Sage CRM users to manage and maintain customer relationships. In the latest release of Sage CRM 2022 R1, new features and enhancements have been introduced related to Email Templates. New Stuff: Sage CRM 2022 R1: Change Default Location of Log Files In… Read More »

Sage CRM 2022 R1: Change Default Location of Log Files

Sage CRM Logs is a useful feature of finding out root cause of data related issues. Logs folder records Sage CRM System Related Logs, SQL Logs, Tomcat logs etc. In Sage CRM 2022 R1, Sage has enhanced the log functionality to change the default location of Log files. New Stuff: Sage CRM 2022 R1: Insert… Read More »

Add hyperlinks on the Sage CRM fields contained in an Entity Context

Sage CRM provides hyperlink on SSA fields to navigate from one context to another context with single click. This helps Sage CRM users to avoid multiple clicks. New Stuff: Change the Look and Feel of Sage CRM Grid For example, if Sage CRM user is in Case context and wants to navigate to an associated… 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 »

Change the Look and Feel of Sage CRM Grid

Sage CRM always provides configuration to change a screen level look and feel so that users can set up their screen, lists, buttons as per their requirements. It helps to build up convenience in the business process. Recently one of our clients wanted to change the color of button and text from the Sage CRM… Read More »

Mass Delete Communications and Documents in Sage CRM

Communications and Documents are most useful features In Sage CRM. The Communications include Tasks, Appointments, and Emails. These communications can be associated with a respective Lead, Company, Person, Opportunity, and Case. Communications tab against Company and Person shows the communications belonging to respective Company and Person. Sage CRM users can create new communications as well.… Read More »