Sage CRM – Tips, Tricks and Components
In Sage CRM if user uploads document under Documents tab against any entity e.g. Case, Customer, Person and Communication etc. It gets stored on the location configured under Administration | E-mail and Documents | Documents and Reports Configuration section. Now here we have a master library path, but how is it simplified to sync with… Read More »
Letter merge is a part of daily activity followed in sage CRM implemented in several financial and service industries. Apart from emails being sent out, these people always keep in touch with clients by posting them the welcome letters, account Kits, statements, cards etc. These letters can be very easily merged in Sage CRM using… Read More »
Documents and library are the most efficient and useful functionalities in Sage CRM, however when we plan to move library folder to some other storage media or on other server there are number of security concerns that must be taken into consideration. We have posted several topics on this blog site to help you with… Read More »
Uploading the requirement and concepts documents for our prospect companies in CRM is something that we do very often. Sometimes the documents count for some of the companies go above 100 considering the multiple opportunities we discuss with them. Well the hitch in this operation is the Create Communication checkbox on new document screen as… Read More »
In SageCRM, if a user adds a document under a company or a person then that is viewed by everyone who accesses the company or person under which the document is linked. This could be a good feature but this can also result in a scenario where user could get access to unwanted or information.… Read More »
Sage CRM has provided a very efficient way of dealing with all the documents related with entities through the Library functionality. The functionality is very simple and straight forward for day to day use where in you can upload your documents related to particular entity record from the documents tab against an entity. We can… Read More »
Documents functionality provided by Sage CRM allows you to store all your documents against all the standard entities like Company, Person, Case, Opportunity etc. You know that you can go to the documents tab against particular entity record and attach the new document as per your requirement. Now suppose, that the requirement is to attach… Read More »
Document Merge is a realy nice feature provided by Sage CRM. You can perform this action against any of the Primary entity in CRM. Think, if you can keep a track on all these document merge activities. Well, here is the tool you must look for named “Document Merge Tracker“. What it does??? It keeps… Read More »
As far as the document functionality provided by Sage CRM is concerned, normally what we can find is that we can edit only those documents which are marked with status “Draft”, but have you ever thought of editing the documents with status marked as “Final”? In case of the “Draft” documents, CRM provides “View Attachment”… Read More »