Sage CRM Exchange Integration is integration between Sage CRM and Exchange Server. We can integrate Outlook with Sage CRM but, it requires outlook plugin installed at every user’s machine. Also, we need to manually file e-mails into Sage CRM from outlook. In this, users have the provision to select which e-mail has to file into… Read More »
Sage CRM RESTful API is developed to connect Sage CRM with other applications. We can manipulate data in Sage CRM using standard HTTP Methods such as GET, POST, PATCH, and DELETE. REST API is easy to use in all programming languages, we can use it to transfer data between Sage CRM and external applications. In… Read More »
Sage CRM, a web-based Customer Relationship Management solution is been designed to help small and midsize businesses to manage their customer experience by offering features that would help to manage new as well as existing client relationships. Sage CRM software can be deployed either on Cloud server or on on-premise server. Sage CRM a single… Read More »
Sage CRM has screens designed in such a way that it helps the Users with all the important information w.r.t that respective entity screen in a very user-friendly manner. Moreover, the flexibility of Sage CRM to configure the screens as per business requirements has made it even more supportive. One such screen available on CRM… Read More »
Sage CRM has inbuilt set of internal logging mechanisms which tracks all the activities performed in CRM as well as records the errors generated. These logs are mainly segregated into various types such as SQL logs, System logs, .Net logs etc. Apart from this, Sage CRM generate logs for the inbuilt services which are installed… Read More »
Sage CRM always help us to achieve the functionality and enhance the usability of the system with its available features. Similarly, relationship is one of the feature of Sage CRM which allow us to create graphical hierarchy of available data. Recently, we came across a blog on community site which I thought needs to be… Read More »
We’ve all heard the saying “Time is Money.” This is especially true for Sales and Marketing people where they have constantly been asked to do more in less time. Sage CRM has provided many effective time management features right from the Mass update of data to Bulk Email. New Stuff: Company Notes Tab in Sage CRM Keeping… Read More »
In Sage CRM Relationship tab is available in all Primary entities this functionality allow us to create “one to many”, “many to one” and some reciprocal relationship between the data. Using the relationship and its related views we can create reports from various entities. New Stuff: Retrieve Key Value using Custom URL In today’s blog, we… Read More »
Entity Top Content screens in Sage CRM are used to give quick overview of an entity without actually having to scroll down all the way on Summary screens. These Top Content screens can be further customized to add eye-catching information in the Top Content screen using client side SDK introduced in Sage CRM v7.2. New… Read More »
Sage CRM being a web-based application requires a web server in order to function properly. The Primary role of this web server is to help store, process and deliver web pages as and when required to the users by means of HTTP. Now since Sage CRM is reliant on web server, IIS is one of… Read More »