The Sage CRM RESTful API allow developers and system administrators to programmatically manipulate entity records in Sage CRM. Sage provides a RESTful API which enables developers and system administrators to create, read, update, and delete record for entities in Sage CRM with the help of standard HTTP methods such as GET, POST, PATCH, and DELETE.… 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 »
A business needs to send Marketing emails to client to grow their commercial. Some of them need to store the consent received from client whether they are interested in receiving such marketing emails or not. Need of storing consent is required based on the privacy laws of your region. With the release of Sage CRM… 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 »
In today’s rapidly growing world of technology, people tend to look out for features within a system that would help with the output with less number of actions and a quick response time. The bigger the process flow to get a desired output, the more the time consumed. By keeping the main focus on this… Read More »
Sometime when the user tries to change some configuration at the administrative level in Sage CRM. Mostly it happens when Sage CRM is newly installed. With the help of below contain we can easily handle it. New Stuff: Incorporate Case filter screen in Self Service portal Suppose one of user tries to change Logging configuration… Read More »
Library management is a vital part of any business. Different types of documents shared within business needs to be centralized for easy access. Sage CRM has inbuilt Library Management feature which allows users to store different types of documents against different entities. These uploaded documents can be viewed in Documents tab available against entities like… Read More »
In Sage CRM, Shared Documents tab is used to store corporate documents that can be accessed quickly whenever required. Only System administrators and Info managers with Document Library Rights can add or edit shared documents. One can add document in Shared documents tab by navigating through My CRM -> Shared Documents tab. But, what if… Read More »
Info Managers exist, particularly in larger organizations, to let you give a number of power users the ability to perform some specific system administration tasks – such as uploading templates, or maintaining currency conversion rates – without opening up the whole of the Administration area to them. New Stuff: Make effective De-duplication search in Sage CRM… Read More »
As you all know in Sage CRM, we have option available for mail merging in Word document. In my earlier blog we have discussed about how we can apply restriction to the users for allowing merging in word document. Please refer below blog link for the same. Control Access to Merge to Word button in… Read More »