Tag Archives: task

Mark Task ‘Complete’ from Calendar Tab

Calendar is one of the most effective features available in Sage CRM. In the Calendar tab within My CRM, it allows us to create communications as well as to view Communications created for another user in a more easy and responsive manner. In the calendar tab, you can view the Appointment or Task on daily,… Read More »

Switch List View and Calendar View in Sage CRM

In our earlier blog we had explain how to enable old calendar in latest version of Sage CRM. Refer below blog for more details:Enable old Calendar tab in Sage CRM 2018 R3 In this blog, we will see how we can switch between Calendar View to List View. Recently from one of our client and… Read More »

Auto – complete tasks of a closed opportunity in Sage CRM

As we all know, Sage CRM’s Communications entity has not only helped to manage communication with the Customers but also internally within the application users. Another important feature is the ability to link these communications of any type i.e. Task, Appointments, or Email to the respective Sales or Service record of the Customer. This has… Read More »

Interactive Dashboards to help day to day CRM tasks

Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution… Read More »

Recurring Tasks in SageCRM

“I am going to tweak our SageCRM to allow recurring tasks”, I told my boss. This was soon after our meeting where a task was assigned to me which and needed to be done every week. We knew that SageCRM does not allow recurring tasks like it does for recurring appointments. I took up the… Read More »

One Click Notification to CRM users from System Administrator

With reference to the blog written by Jeff http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2009/08/13/creating-a-simple-messaging-system-within-sage-crm.aspx We would like to suggest one more workaround where we need not to create an extra entity but we can use the existing communication entity only Suppose a system administrator wants to pass a message to single user or to group of users in SageCRM; What… Read More »

Multi-user tasks in Sage CRM.

There is the functionality provided by Sage CRM where we can go and create a task for the single user, but what if we need to assign the tasks for the multiple users based on the months and days?? Here is the component which does the same. Installing this component you can see the new… Read More »

Customizing screen for follow up task

Suppose you want to do some customizations on the screen for the Follow Up task only and at the same time you don’t want them to be applied for New Task that we create. Here the first question that will come to your mind is how you will identify that it is the new task… Read More »