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: Add a customized O/E report for Sage CRM integrated with… »
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 – Resize table columns in the… »
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: Sage CRM 2022 R1: Change Default Location of Log Files »
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: Add hyperlinks on the Sage CRM fields contained in an… »
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 – Field Caption Changes »
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: Change the Look and Feel of Sage CRM Grid »
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: Mass Delete Communications and Documents in Sage CRM »
Sage CRM pipeline is basically a graphical representation of data stage wise. The pipeline can be visible for Cases, Opportunities, and Leads in Sage CRM. It is also useful to review the current stage of the Opportunities, Leads, and Cases assigned across the teams to various users. New Stuff: Mark Task ‘Complete’ from Calendar Tab Recently… Read More: Modify the number of Stages to be displayed in Sage… »
In Sage CRM customizations most of the time we need parameters to be used in the code. As far as server side programming is concerned, there are several ways by which we can get URL values and use them. Complexity increases when it comes to client-side scripting. One needs to write code which parses URL… Read More: Fetch Custom Parameters using the Client Side API in Sage… »
In Sage CRM, we can change the color of fields as per our need or business requirement. One of our client came up with a requirement that, if the expiration date has gone past the current date then it would show in Red color. Suppose you are having multiple Quotes records, but while going through… Read More: Notify if Quote is expired in Sage CRM »
