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Tag Archives: CRM date

SAGE CRM 2017: Change the Display format of Dates in Calendar

Sage CRM’s Calendar tab helps the Users to manage Appointments and various other Tasks such as, taking a follow up from customer, sending an email, scheduling a call etc. effortlessly. Users can not only create tasks for themselves but can also assign it to other subordinates with ease. With the launch of Sage CRM 2017,… Read More »

Default quote expiration/Delivery date setting in Sage CRM

One of our clients recently contacted us with a requirement, where he wanted to set the default quote/order expiry date on quote/order screen to 30 days after the current date. For this, we do not need to do any customization and it can be handled using Standard Sage CRM settings. For this, you just need… Read More »