Sage CRM – Tips, Tricks and Components
Workflow in Sage CRM basically helps to systematize business processes using a predefined set of business logic rules and actions. A Workflow is a sequence of tasks that processes a set of data. As we know many businesses and industries have followed one kind of workflow process. Workflows are the paths that describe how something… Read More »
With the release of Sage CRM 2021 R1, many additional features have been introduced by Sage. Most of these features belongs to the updations in the Administration section such as modifications in Advanced Customizations Wizard and Inline Customizations of Lists or Grids. Click to Dial links were also introduced through the same version. New Post:… Read More »
What good is capturing and organizing all that customer data in, if you can’t find the right information when you need it? Sage CRM is one such application that helps in capturing, organizing as well as searching the information with ease. Every business user that works with CRM wants quick results while searching for data… Read More »
For every Business sector, apart from managing and maintaining Customer demographics and other service information; Library management also plays a vital role. Sage CRM’s inbuilt Library management feature has helped the organization to maintain the documents related to any of the entities such as Customer, Opportunity, Cases etc. The ability of storing Documents from and… Read More »
In today’s world, where maintaining and managing details within a system is a must from automation point of view; documenting necessary stuff is also very important on another hand. While working in an organization, at one point there is always a need of storing company documents in a safe place. Every business has its own… Read More »
With the latest release of Sage CRM i.e. Sage CRM 2021 R1, many exciting features have been introduced that has helped to manage the Customer Relationship and other business process in a smooth and trouble – free manner. Sage CRM 2021 R1 provides the following new features and enhancements: Support for OAuth 2.0 Click to… Read More »
Along with the various features provided by Sage CRM, it has also been familiar for the various types of Notifications through which not only CRM Users but also the Customers can be notified about a series of actions recorded in Sage CRM. Email Notifications, on – screen notifications, SMS are some of the examples of… Read More »
Sage CRM’s Favourites feature allow users to mark all primary entities record as user’s favourite record and access them easily from user Favourites list. Users can also mark record from custom entities as Favourites. But have you ever have faced any error while accessing a Custom entity record from Favourites list? New Stuff: How to… Read More »
Sage CRM Reporting tool is an important feature of Sage CRM which is used to create simple as well as Complex reports within Sage CRM. Reporting tool has proved to be flexible enough to combine or customize various features such as displaying charts in report content, grouping the data, sort the data and so on.… Read More »
In our earlier blog, we have explained how Favourite feature worked within CRM. In this blog, we will be talking about where Favourite records are stored in Sage CRM. New Stuff: SAGE CRM 2018 R2: Consent in Sage CRM When a user marks a record as a Favourite, Sage CRM itself internally stores data into… Read More »