Sage CRM – Tips, Tricks and Components
Calendar is one of the most effective features available in Sage CRM. In the Calendar tab within My CRM, it allows us to create communications as well as to view Communications created for another user in a more easy and responsive manner. In the calendar tab, you can view the Appointment or Task on daily,… Read More »
Log Me In To is one of the important configurations in Sage CRM, through which user can Log on particular page which he wish to displayed as he Logs into Sage CRM. So it reduced the number of clicks to go on that page. And Obviously Time also. This field has number of options like Calendar,… Read More »
In our earlier blog we had explain how to enable old calendar in latest version of Sage CRM. Refer below blog for more details:Enable old Calendar tab in Sage CRM 2018 R3 In this blog, we will see how we can switch between Calendar View to List View. Recently from one of our client and… 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 »
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 »
We have already been writing about the new features launched with the release of Sage CRM 2018. Along with the many new updates, feature enhancements and streamlined capabilities of CRM; they have introduced a major enhancement for the rigid and confusing calendar feature of the older version. Sage has completely redone the calendar’s look, feel,… Read More »
JavaScript or say Client side API has always been useful to make customizations in Sage CRM. Be it hide and show of the fields, adding or removal of buttons and so on. But have you ever tried to remove or hide those fields, which are visible on screen but not available at database level for… Read More »
In Sage CRM we can see Summary report button on Standard Entities like Company, Person, Opportunity, Case etc. Which will summarize details about these entities on single screen. New Stuff: Restrict access to certain entity with SQL conditions Here I will explain how to edit contents of these Summary reports. I will take example of Company… Read More »
CRM systems must have capability to remind you about the pending tasks at every stage. We know we can create tasks automatically through “Create Task” action of workflow. However it’s not like we will follow up on the same day. So we have to set the specific Due Date in future for automated tasks. For… Read More »
Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution… Read More »