{"id":8956,"date":"2014-10-10T05:51:40","date_gmt":"2014-10-10T05:51:40","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8956"},"modified":"2014-10-10T05:51:40","modified_gmt":"2014-10-10T05:51:40","slug":"favorite-data-on-your-fingertips-sage-crm-2014-r2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/favorite-data-on-your-fingertips-sage-crm-2014-r2\/","title":{"rendered":"Favorite data on your fingertips – Sage CRM 2014 R2"},"content":{"rendered":"

Sage has introduced Sage CRM 2014 R2 on Cloud and my team is extremely happy to see so many user experience enhancements. Few days back we had posted an article on how beautifully the newly added feature \u201cSage CRM Builder\u201d works.
\nGUMU Sage CRM Integrations\u00a0:\u00a0Sage ERP X3<\/a>\u00a0|\u00a0Sage 100<\/a>\u00a0|\u00a0Sage 500<\/a>\u00a0|\u00a0Sage 300<\/a><\/strong><\/strong>
\nRelated Post:<\/strong><\/em><\/span> Sage CRM builder \u2013 Future of Sage CRM Cloud<\/a>
\nToday I will blog about one more feature that we liked a lot on cloud version. Now you can add the records that you visit very often to a Favorite list and access them on the fly.
\nLet\u2019s say, a sales person has a big sales opportunity which he needs pay attention to on frequent basis. It\u2019s obvious that this opportunity will be marked as most favorite in sales person\u2019s mind but how do we do this in system? So, when sales person creates an opportunity in Sage CRM, summary is displayed as shown in screenshot below.
\n\"Image-1\"<\/a>
\nThis summary screen has a star as highlighted in red. Clicking this will add this opportunity to favorites bar. Now wherever you navigate in CRM, you will have your favorite opportunity with you. You just have to click on the star available at top right corner of the screen.
\n\"Image-2\"<\/a>
\nThis way user can add People, Company and Cases etc. to Favorites. Isn\u2019t it amazing? Hurry up and have a free trial at www.sagecrm.com<\/a>
\nAlso Read:<\/strong><\/em><\/span>
\n1) Sage CRM 7.2 Tomcat Setting for EC2 Amazon Server\u2019s Elastic IP<\/a>
\n2) Phone Type Field in Web services<\/a>
\n3) Default quote expiration\/Delivery date setting in Sage CRM<\/a>
\n4) Tab Control in Sage CRM v7.2<\/a>
\n5) Synchronization Setting in GUMU for Sage CRM \u2013 Sage ERP X3<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage has introduced Sage CRM 2014 R2 on Cloud and my team is extremely happy to see so many user experience enhancements. Few days back we had posted an article on how beautifully the newly added feature \u201cSage CRM Builder\u201d works. GUMU Sage CRM Integrations\u00a0:\u00a0Sage ERP X3\u00a0|\u00a0Sage 100\u00a0|\u00a0Sage 500\u00a0|\u00a0Sage 300 Related Post: Sage CRM builder\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[41,63,73,151,269,310,332],"tags":[693,740,911,1130,1708,1883],"class_list":["post-8956","post","type-post","status-publish","format-standard","hentry","category-builder","category-cloud-crm","category-configuration","category-favorite","category-opportunity-sage-crm","category-records","category-sage-crm","tag-cloud-crm","tag-configuration","tag-data","tag-favorite","tag-opportunity","tag-records"],"yoast_head":"\nFavorite data on your fingertips - Sage CRM 2014 R2 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/favorite-data-on-your-fingertips-sage-crm-2014-r2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Favorite data on your fingertips - Sage CRM 2014 R2 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage has introduced Sage CRM 2014 R2 on Cloud and my team is extremely happy to see so many user experience enhancements. Few days back we had posted an article on how beautifully the newly added feature \u201cSage CRM Builder\u201d works. GUMU Sage CRM Integrations\u00a0:\u00a0Sage ERP X3\u00a0|\u00a0Sage 100\u00a0|\u00a0Sage 500\u00a0|\u00a0Sage 300 Related Post: Sage CRM builder\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/favorite-data-on-your-fingertips-sage-crm-2014-r2\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-10-10T05:51:40+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Image-1-1024x478.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/favorite-data-on-your-fingertips-sage-crm-2014-r2\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/favorite-data-on-your-fingertips-sage-crm-2014-r2\/\",\"name\":\"Favorite data on your fingertips - Sage CRM 2014 R2 - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/favorite-data-on-your-fingertips-sage-crm-2014-r2\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/favorite-data-on-your-fingertips-sage-crm-2014-r2\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Image-1-1024x478.jpg\",\"datePublished\":\"2014-10-10T05:51:40+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/favorite-data-on-your-fingertips-sage-crm-2014-r2\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/favorite-data-on-your-fingertips-sage-crm-2014-r2\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/favorite-data-on-your-fingertips-sage-crm-2014-r2\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Image-1-1024x478.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Image-1-1024x478.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/10\/favorite-data-on-your-fingertips-sage-crm-2014-r2\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Favorite data on your fingertips – Sage CRM 2014 R2\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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