For the successful management of Projects within Sage CRM, it has always been obligatory to have a point person within your organization who assists in training users, managing user rights as well as handle other configurational settings within the system. This rule is so crucial for mutual success and management that having a designated CRM… Read More »
Sage CRM Provides a strong security mechanism to each aspect that is from entities to fields. This mechanism is applied to the reports engine as well. New Stuff: Issue while loading records on Ticket List in Self Service Portal In this blog, we will discuss different ways to control access to reports for particular users… Read More »
Sage CRM Self Service portal is designed in such a way that we can use the Sage CRM user interface and customize it as per the requirement. Its access can be given to customer so that they can stay updated with their cases, leads, tasks or other information which we want to share with them.… Read More »
Sage CRM is very much flexible to manage different type of scenarios as per the business needs. But we can’t even deny the level of comfort gained through Standard CRM system which helps in managing the time with the amount of functionalities offered. In below article, I will explain one such functionality of CRM which… Read More »