Sage CRM – Tips, Tricks and Components
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 »
In one of the instances, we observed that the buttons were not visible while adding a new document against a custom entity created by entity wizard. But, the buttons were back when Page Zoom in or Zoom out was performed. So we investigated and have found a solution which we have discussed further in the… Read More »
Opportunities are a very important aspect of sales revenues in any business as they help us to track orders, sales forecast and quotations against every sale. As we know opportunity goes through various stages in Sage CRM. In this blog, we will discuss how to auto update opportunity stage from Proposal Submitted to Proposal Approved… Read More »
One of the most used features in Sage CRM is ‘Report’. In this blog, we have discussed a solution for the error message “The field does not exist or is not a report field, or you are not permitted to use it: lead_priority” when you try to run the report. New stuff: Changing the Default… Read More »
As we all know that we can access Sage CRM through mobile using an external URL. However, in Sage CRM desktop application you can distinguish two types of communication (Appointment and Task) using New Task or New Appointment buttons. But in the mobile application, there is only one button to create i.e. via New Communication.… Read More »
Sage CRM has provided an inbuilt feature to modify its Themes, Report Formats and Button Color etc. Few days back, one of the Sage CRM user approached us with a requirement to modify Sage CRM Login screen with their Company Logo. In earlier blog, we had explained how it can be done when Sage CRM… Read More »
SSA field in Sage CRM is an important and one of the extensively used feature to link one entity with another entity. While linking one of the records we have observed that SSA field was showing “Too Many Records” message at the bottom of SSA field. New Stuff : Unable to save MailChimp Configuration in… Read More »
Recently we came across a forum in which Sage CRM user asked whether Color of a Button in Sage CRM can be modified. Well, answer is Yes and Color is controlled using CSS files. Let’s understand the same with an example. New Stuff: Recent List Customization in Sage CRM By default color of buttons in Sage… Read More »
Recently while browsing through Sage CRM Community user forums, we came across one post in which Sage CRM user was mentioning that Communications Options screen is not visible to him when he clicks on New Email button in Sage CRM. When we have checked same thing at other Sage CRM with same version; we found… Read More »