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Tag Archives: Allow mass operations

Mass Delete Communications and Documents in Sage CRM

Communications and Documents are most useful features In Sage CRM. The Communications include Tasks, Appointments, and Emails. These communications can be associated with a respective Lead, Company, Person, Opportunity, and Case. Communications tab against Company and Person shows the communications belonging to respective Company and Person. Sage CRM users can create new communications as well.… Read More »

Allow Mass Update against Group in Sage CRM 2018 R2 onwards

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 »