Sage CRM – Tips, Tricks and Components
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 »
Groups being a very important feature of Sage CRM can be used to get a list of details of CRM records like Lead details, companies or people. Groups can help to get all of the information needed in a format that can be exported to Excel, CSV or it can be used to create a… Read More »
In Sage CRM 2018, there are new features are introduced into the System Behavior settings to improve the security of Sage CRM. New Stuff: Adding and Sorting of Additional Fields to Calendar List in Sage CRM 2018 R3 System behaviors are the configuration setting that are applied to all the user using the Sage CRM. In… Read More »
“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 »
Along with being a helpful & easy to manage and track Business growth and Customer relationships platform, Sage CRM’s features are also reliable on many other System configurations for smooth functioning. New Stuff: “Quick Find” Functionality in SAGE CRM 2018 R1 Earlier, if any of the Standard functionality failed; Admin user had to check every… Read More »
Hi folks! You all must be aware of Keyword Search functionality in CRM. Please find the URL which explains how “Keyword Search” functionality works. Make your keyword search more efficient Now, through this article I would be explaining you how we can increase the search limit of Keyword Search. New stuff: How to give Name in… Read More »
Notes tab in Sage CRM allows you to add notes to Leads, Companies, Persons and Opportunities. It is an easy way to store and share important information that user can view in record. It acts as a free text area about the record for which all user has access to view it. Notes tab shows… Read More »
This article has been prompted by a question I was asked at a recent Client Side training. Can a system administrator limit certain rights on reports so that they can only be executed after office hours? This question took me into a neutral mode for a minute. I was like how can I achieve these?… Read More »
As you all are familiar, Sage CRM has eased the efforts of data capturing task by providing the feature of Data upload. It has also facilitated to manage or avoid duplicate data with the help of Deduplication feature. But have you ever wished to get a combination of these two features within same job??? New… Read More »