One of the best feature provided by Sage CRM is Groups, which is used for grouping a set of records of a particular entity. This functionality is available for all the standard entities of SAGE CRM i.e. Company, Person, Cases, Opportunity etc. This grouping can also be done based on a specific condition for example,… Read More: Group’s Source View is not visible while creating a new… »
As we all know, Sage CRM works on SQL views to return records in response to user searches and to present relationships between different entities. For example, a view might list all the cases associated with a particular company that are assigned to a specific user. Creating advanced user-defined views entails administrators employing SQL operations… Read More: How to alter View Script Field’s Data Entry size in… »
As we all know that term “Dashboard” nowadays has become the most important part of any software or meeting. Within Sage CRM, we also have a feature to create personalized dashboard for Managers, Sales Executives and CEO’s. In this blog, we will see how we can make use of a Gadget which will help Sales… Read More: Monitoring Sales Team performance with the help of Dashboard »
