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 »
The dashboard is an interactive part of the Sage CRM. It is the easiest way to retrieve and verify the data quickly. Using Dashboards users can show only essential data that need to be shown. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different… Read More: Display Cases for Current Month in Sage CRM Dashboard »
In Sage CRM, fields can be added to any of the primary entities. We can add fields on an entity as per the business requirement. Recently as per the client’s requirement, we have added fields on the quote grid. Fields on the quote item grid give a short description of the product. If you click… Read More: Add Fields or Columns into Quote or Order Item Grid… »
In Sage CRM, the Email and communication module is one of the most used features by users to manage and maintain customer relationships. The communication module has also helped users to communicate with the other users in CRM as well persons in the Sage CRM. Also, as we know Sage CRM’s email functionality has allowed… Read More: Send Email to the Selected Peoples of Sage CRM Groups »
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 – Changes in Self Service Portal »
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: Sage CRM 2021 R2 – Changes to Entity Fields and… »
In Sage CRM, dashboard gadgets help us to summarized data from different entities in one place and we can assign a gadget template on the basis of reports. Recently one of our clients came up with a requirement to filter the gadget that should display data on basis of the logged-in user set in the… Read More: User Filter based on Custom field in Sage CRM »
Opportunities in Sage CRM helps user to track orders, sales forecast and quotations against every sale. Sage CRM felicities user to summarized sales forecast for personal as well as team level using Pipeline feature at My CRM and Team CRM tab. Pipeline is show opportunities present in CRM at different stages. Refer below: New Stuff:… Read More: Add Fields to Statistic Panel of Opportunity »
