Tag Archives: Translations

How to Add field-level help (ToolTips) by Configuration

Sage CRM’s Database Field properties has helped in capturing various data types of information on every entity’s form. The provisions to manage or control the max length, entry width of different entry types of fields has made CRM flexible and user friendly from user’s perspective. One thing that has been missing in CRM field’s is… Read More »

Increase File Size Limitation for uploading documents

Sage CRM has always been capable enough to provide with all the important aspects that would help in smooth functioning of capturing and managing data in CRM. One such important feature is of managing documents in CRM. Sage CRM allows you to upload different types of documents like text, word, PDF or excel in the… Read More »

How to Customize the Time picker list

In sage CRM, date and time field play an important role. User can add customized data time field according to their business requirement and can have multiple customization related to these fields. Usually Date Time field are added with date and time pickers. Where date picker shows calendar and time picker shows time list with half an hour interval as shown… Read More »

How to add Custom Report Style in CRM?

As we all know Sage CRM provides reports functionality through which we can design our own reports and do the analysis of the business. Typically, there are 2 report styles which can be used to design reports in CRM i.e. Standard with Grids and Standard without Grids. Using any one of them will either display… Read More »

Make effective De-duplication search in Sage CRM

In Sage CRM there is a feature called De-Duplication which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. You can customize this feature with your condition by adding field. This feature is available for Company, Person and Lead in Sage CRM. New Stuff: Integrate Multiple Sage 500… Read More »

How to control Email Forward and Reply Translations

Communications is one of the important pillars for running Business successfully. Sage CRM’s Email functionality has proved to be one of the strongest feature as it has its own internal e-Mail client that allows users to create, send and manage emails entirely within CRM. In this article I will make you familiar with the default… Read More »

Troubleshooting Search Select Advance field issue

Hello everyone, in this blog we will be looking at the issue which appears on SSA (Search Selected Advance) field. SSA field has a feature which creates a link between CRM table to a parent table. New Stuff: Identifying Views to Create Reports in Sage CRM Well, while clicking on Finder button of SSA field in… Read More »

Log Me In To Custom Page

Less number of clicks, faster work! It’s a simple fundamental. Log Me In To is one of the configurations in SageCRM where user can decide which page should be displayed as soon as he logs into Sage CRM. This field has different options like Calendar, Splash Screen and Dashboard etc. available by standard. Now as… Read More »