With the release of Sage CRM‘s new version i.e., Sage CRM 2021 R2 many new features as well as enhancements are made available that help to manage the Customer Relationship and make the business process smooth and trouble-free as well as user-friendly to use. One of the new enhancements is now available on Quote and… Read More »
In Sage CRM, fields can be added to any of the primary entities. We can add fields on an entity as per the business requirement. Recently as per the client’s requirement, we have added fields on the quote grid. Fields on the quote item grid give a short description of the product. If you click… Read More »
Sage CRM’s Mail merge functionality is one of the well – known and most useful functionality for every Business. The ability to merge the transaction details onto a word or pdf document with just few clicks had made it the most prominent feature of Sage CRM. The provision to create numerous templates categorized on a… Read More »