Tag Archives: Template

Edit Existing Mail Merge Documents within Sage CRM

Hello Readers, as we all know about Sage CRM and its pre-built functionalities which are used to make smooth facilities of CRM, such as Reports, escalations, Email Templates, etc. Today we are going to discuss Email Merge Template features, how you can edit a Mail Merged document within CRM instead of deleting the existing and… Read More »

Cloning Interactive Dashboard

Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard… Read More »

Assign User to specific Dashboard Template

The dashboard is a highly-customizable workspace where you control what information you need to see to be effective in your job. We can create multiple dashboards and gadgets by choosing the feeds, workflow, and actions you want to drive from your workspace, or select predefined gadgets and dashboards from templates. In this blog we will… Read More »