Sage CRM – Tips, Tricks and Components
Sage CRM allows users to store and access the data in an efficient way. To access data efficiently Sage CRM provides functionalities like Advance Find, Quick Find, and Keyword search, etc. which can be customized as per user’s requirements. To know more about these functionalities, refer below:3 ways to Search Information in Sage CRM New… Read More »
As we all know Sage CRM is flexible enough when it comes to incorporating customizations. Other ease comes with the various types of fields available in CRM like numeric, text, date-time, currency, selection, multi-selection etc. These different field types not only helps in easy data capturing but also in searching the data. But what if… Read More »
With the latest release of Sage CRM2017 R1, Sage has introduced new feature which offers extra features to improve Sales, marketing and Customer Service. New Stuff: Shortcut link on Company Find screen to create Opportunity, Communication and Cases against particular Company Sage CRM 2017 R1 has the following new features and updates: Updated top bar-… Read More »
As we all know, business process flow is managed with the help of Workflows in Sage CRM which is by default enabled for primary entities. We can also enable workflow for Secondary or Custom entities with the help of below article posted by Jeff. https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx Well, one of our client came with a requirement that,… Read More »
It is possible to add options to the selection field of Sage CRM by doing Field Level customization. But if one wants to add several options into the selection field, then it will become a cumbersome task to do. This task can be automated by doing little customizations in Sage CRM. In this blog post,… Read More »
You can control Sage CRM selection field lookup as per your convenience but it allows you to select only a single lookup at a time. But what if a user wants to control multiple lookup values? New Stuff: Lead De-duplication nice to have featured in Sage CRM 7.3 Let us elaborate with an example. Let’s… Read More »
Recently I came across a requirement from client wherein I have to sort selection fields alphabetically which comprise of approximately 400-450 selection options in it. If it would have been fewer records then probably I would have done it by going into CRM and then change the order of fields at the field level. So… Read More »