Sage CRM – Tips, Tricks and Components
Sage CRM is a versatile Customer Relationship Management platform that offers a wide range of customization options to tailor its functionality to your business needs. Sage CRM allows you to customize various aspects of system. Sage CRM’s customization features empower businesses to align with delivering more personalized experience for both employees and customers. Customizing login… Read More »
Sage CRM always provides configuration to change a screen level look and feel so that users can set up their screen, lists, buttons as per their requirements. It helps to build up convenience in the business process. Recently one of our clients wanted to change the color of button and text from the Sage CRM… Read More »
Recently Sage has released Sage CRM v2021 R2. With every new version of Sage CRM, some new features are added that either enhances the functionality or the user interface to manage the Customer Relationship. It also helps in making the business processes smooth and trouble-free; as well as ease the system navigation thereby making it… Read More »
With the release of new versions of Sage CRM, great enhancements has been introduced in terms of UI/UX which has improved the User experience to a huge extent. Sage CRM has always been in talks for its flexible and configurable nature where the layout can be modified with ease. However, recently while working with Sage… Read More »
We all know that we can perform various functionalities with grid using CSS. From previous blog, we understood that how we can highlight Grid Header with specific colour in Sage CRM. Now, in this blog, I will explain how we can apply border to a grid to make it more appealing. New Stuff: How to increase… Read More »
Interactive Dashboard feature of Sage CRM 7.3 is one of the most powerful and useful feature designed yet by Sage. Variety of gadgets, lists, charts are easily available and by configuring them together we can build various reports based on our need. One more useful thing is you can control it’s CSS as well in… Read More »
Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view Reports and Charts with Gadget Name. In this blog, we will explain how we can remove Gadget Name in an Interactive Dashboard. New Stuff: Provision to review MOM details right from the Dashboard Below are the… Read More »
Sage CRM Entity Top Content screens are used to give quick overview of an entity without actually having to drill down to field level. One of my colleague asked to if the font size of the fields which are in top content can be increased. Well, the answer is yes. In this blog, we will… Read More »
Once I came across a requirement where one of our client wanted to set different default Font type, Font size, Line spacing and Background in Sage CRM’s FCK editor automatically. Changing Font and Size is possible from front end but you need to change it manually every single time you write an Email and also… Read More »
When we go for creating a new report in CRM, we can see the below screen to enter the report details. Here we need to specify the styling that we are going to use for this particular report. By default there are two styles provided over here as mentioned below.1. Standard with Grids2. Standard without… Read More »