Sage CRM – Tips, Tricks and Components
As we know every new version of Sage CRM is coming with many features which makes our business process trouble free. In Sage CRM we can add multiple records for all entities in which contact information of customer is added. Lead entity is mostly use to add new leads records, which is very important for… Read More »
We Know MailChimp is one of the most useful at the time of Mass Email Sending for Marketing. As we know using MailChimp integration with CRM, we can send emails via group, however in group of company or person there are duplicates of mail address of persons and companies. One of the new feature in… Read More »
In sage CRM, date and time field play an important role. User can add customized data time field according to their business requirement and can have multiple customization related to these fields. Usually Date Time field are added with date and time pickers. Where date picker shows calendar and time picker shows time list with half an hour interval as shown… Read More »
Hello everyone! In my previous blog I have explained how we can export notes for leads using sage CRM’s standard report functionality. We can do the same with the help of coding as well. New Stuff: Client Side Script to Concatenate Address Recently, one of our client asked us to add a button on notes… Read More »
One of the scenarios in Sage CRM is that after some time the user is automatically logged out or kick out to the Login screen in Sage CRM. As we know Sage CRM is providing multiple configurations inside itself to handle some features. So the solution to that scenario is already in the Sage CRM… Read More »
Sage CRM, is one of the most flexible software to customize and achieve any complex requirement specified by the client. Client-side scripts are brought into play for many purposes. On change, functions can be used to hide/show fields on the screen. Likewise, you can also highlight fields by including conditions to your script or show… Read More »
Hello Readers, as we all know about Sage CRM and its pre-built functionalities which are used to make smooth facilities of CRM, such as Reports, escalations, Email Templates, etc. Today we are going to discuss Email Merge Template features, how you can edit a Mail Merged document within CRM instead of deleting the existing and… Read More »
Workflows are a very important aspect of Sage CRM. Workflow helps you to automate business processes using a predefined set of business rules and actions. A workflow guides the user through a business process, checking, tracking, validating the information and triggering actions. New Stuff: Adding Image to Summary Screen in Sage CRM As we all… Read More »
Sage CRM has many features that help the user to maintain detailed information of customers. Also, it simplifies the accessibility of information for Sage CRM users. In service industry who plans a visit to the customer location for product demo or services. On field Image of Customer or their office location images are very handy.… Read More »