Sage CRM – Tips, Tricks and Components
With the release of Sage CRM‘s new version i.e., Sage CRM 2021 R2 many new features as well as enhancements are made available that help to manage the Customer Relationship and make the business process smooth and trouble-free as well as user-friendly to use. One of the new enhancements is now available on Quote and… Read More »
Sage CRM is very flexible to manage or incorporate different type of scenarios as per the business needs. It has an inbuilt powerful Security mechanism known as “Territories”. By setting territories in Sage CRM, we can restrict one user from accessing records of another user belonging to different territory. Territory field is available on Main… Read More »
Sage has announced the latest release of Sage CRM. Sage CRM 2020 R2 is now available to clients and partners. With the release of Sage CRM 2020 R2 new features and enhancements are made available in few areas. This area includes Exchange Online (Office 365), Mailchimp, Advanced Customization Wizard, Software Development Kit (SDK), Logging and… Read More »
Sage CRM’s inbuilt Reporting tool is one of the prominent features which have helped the people relying on CRM for data management to project or represent the data in the desired format. The wide collection of Reports available within CRM has made it easy for the CRM users to extract the data in different formats… Read More »
The combination of Sage CRM API with the application itself has helped many of the technical implementer to manage the customization of the system as per the business requirements. Sage CRM API’s has come a long way to pro-grammatically perform various operations on the entity records such as read, create, update or delete. Moreover, the… Read More »
The use of mobile for any kind of activity is a very common thing now. People expect to get things done on their fingertips. The same principle applies to Sage CRM as well. There are two ways to access Sage CRM on your mobile. It has a dedicated mobile app and a mobile view. The… Read More »
We all know that new Self Service portal is fully responsive in design and this will provide much better user experience to customers. The beauty of this tool is, it is designed in such a way that you can easily control and customize the user interface and incorporate essential functionality as per your business needs.… Read More »
Recently we came across a forum in which Sage CRM user asked whether Color of a Button in Sage CRM can be modified. Well, answer is Yes and Color is controlled using CSS files. Let’s understand the same with an example. New Stuff: Recent List Customization in Sage CRM By default color of buttons in Sage… Read More »
There is no doubt in the efficiency of Sage CRM in terms of maintaining and managing the data. One of the added feature is the look and feel, the user-friendly UI of all CRM entity’s screen which helps the User to understand data entry functionality quite easily. One of the minor drawback of this UI… Read More »