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 »
Sage CRM, a web-based Customer Relationship Management solution is been designed to help small and midsize businesses to manage their customer experience by offering features that would help to manage new as well as existing client relationships. Sage CRM software can be deployed either on Cloud server or on on-premise server. Sage CRM a single… Read More: HTTP Error 503 – On accessing Sage CRM Application »
In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities also fixed in these versions. CRM Budget Planner will help you to manage… Read More: Sage CRM Budget Planner Is Compatible With Sage CRM 2020 »
With the advancement in technology and real-time data being the need of the hour, it is extremely important for the sales and service professionals to have customer or service data at their fingertips. Recently, Greytrix Android App development team has built up an Android application that provides this flexibility to sales and service teams to… Read More: Android App Integrated with Sage CRM for an Always ON… »
