Sage CRM – Tips, Tricks and Components
Sage CRM provides hyperlink on SSA fields to navigate from one context to another context with single click. This helps Sage CRM users to avoid multiple clicks. New Stuff: Change the Look and Feel of Sage CRM Grid For example, if Sage CRM user is in Case context and wants to navigate to an associated… Read More »
In Sage CRM, by default URL fields added to an email template will not be hyperlinked. If an URL entered in a text field is added to an E-mail template, it appears as plain text. A hyperlink will not be added unless a user edits email after selecting a template. In this blog, we will… Read More »
If you enter any url directly on notes, such as https://www.greytrix.com/blogs/sagecrm/, it will not be automatically recognized as a link. With little client side scripting, Sage CRM can be customized to add hyperlink on the URL which is entered into the Notes field of Sage CRM. New Stuff: Adding Image Under Status Column on Grid… Read More »
We all know, Sage CRM comes with the functionality to provide you with the quick overview of the information related to any entity. This is nothing but in the form of Reports, Dashboards etc. You can export reports to Screen, PDF, excel etc. Now when I export them to screen will it be possible to… Read More »