Sage has come up with a new release of Sage CRM i.e., Sage CRM 2021 R2. With the release of Sage CRM 2021 R2 new features and enhancements are also made available. One of the enhancements is available in Workflow. Workflow automates business processes using a predefined set of business rules and actions. A workflow… Read More »
Recently on the community forums, we came across a question where the user wanted to eliminate Type checkboxes which are available on Company Entry screen in the Person block. Read on to see how it can be done. New Stuff: Default Escalations in CRM 7.3 Steps to Remove Type field are as follows. 1) Log into… Read More »
Hi folks! Web Services is a methodology which gives developers to add out of the box functionalities in web applications. Sage CRM also support web services and provides very authentic way to work with them. Working with web services is quite complex task and sometimes tricky..!! New Stuff: Increase the size of Search SQL text… Read More »
Document merging is an important functionality of Sage CRM when it comes to sending newsletters, welcome letters etc. User can do the document merging using workflows. New Stuff: Control users to create Appointments in Sage CRM Consider an example where user generates document using Generate Letters workflow rule added on the Case workflow as shown below.… Read More »
One fine day we found an interesting post, regarding how to remove the Type field. Type field is present on the Address Panel against the company. Removing this field is very simple but little different. Regular approach for removing this fields will not work for Type field. Thus, Follow below steps to remove and see… Read More »