Category Archives: User

Mapping Sage 300 Salesperson to CRM user

Recently we have one customization request from the client for mapping of Sage 300 salesperson to Sage CRM users. To do this customization we have created one functionality from where users can map and set manually Sage 300 Sales Person to Sage CRM users. This functionality developed to integrate Account Manager of Company in Sage… Read More »

Assign Dashboard templates to particular Team

Sage CRM allow users to create custom dashboards, according to data feeds which they want to have look at from different entities at same time. It can be in list, chart or report format. As we all know Sage CRM provides security constrain on data team wise, user wise, territory wise, assigned to and created… Read More »

Permission at Administrative Level

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 »

Auto Logout User In Sage CRM

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 »

Send Reminder Messages based on Task & Appointment Priority in Sage CRM

There are many additional features in Sage CRM. In this blog we will be discussing on reminder emails that can be sent based on priorities. Mostly there are three type of standard priorities. High Normal Low New Stuff: Showing All Communications in Calendar List of Sage CRM 2018 R3 Every user has his own preferences set… Read More »

Quick Appointments for another user in SAGE CRM 2018 R3

Communication is the most important aspect to maintain the good relationship with the customer. Sage CRM has helped to manage all communication related activities with the help of appointments, tasks, emails etc. In Sage CRM it is easier to create Appointment through Calendar, just one click your appointment is created in Sage CRM using the… Read More »

Enable Security for groups in Sage CRM

In Sage CRM, Group is a set of records that all belongs to the same type of entity. You can create groups for all the Main entities including new custom main entities. Groups created in the CRM can be viewed under My CRM -> Groups tab as shown in below screenshot. New Stuff: Easy to Use… Read More »

Error exporting reports to excel in CRM part-6

“Error exporting reports to excel” or “The Dashboard has experienced a problem. Please contact your System Administrator.” are the dreadful errors ever faced in Sage CRM. Although, there have been a knowledgebase in order to tackle these issues; causes of the error differs in its own way. New Stuff: Display 3 Line Menu Feature in SAGE… Read More »

Display 3 Line Menu Feature in SAGE CRM 2018 R2

With the release of Sage CRM 2018 R2, some of the coolest features of screen calibration were announced. One of these feature includes “Display three-line menu”. New Stuff: Masking Email and Phone Number in SAGE CRM Display 3 Line Menu option has helped optimizing the Main Menu for long item names and narrow screens. Users can… Read More »