Tag Archives: Sage CRM features

How to Enable the Sort Option for Favourites in Sage CRM 2024 R1

In the rapidly advancing landscape of enterprise solutions, customer relationship management (CRM) systems are pivotal for optimizing customer interactions and data analytics. As organizations focus on operational efficiency and personalized engagement, Sage CRM remains at the forefront of this evolution. One significant enhancement is the sorting functionality for favourites which allow users to efficiently categorize… Read More »

Managing Tags in Sage CRM 2024R1:  Enabling, Disabling, Viewing and Deleting

With the release of Sage CRM 2024 R1, various new features have been introduced. One of these is the Tags feature, which allows users to group records and generate reports based on tags. Sage CRM offers powerful reporting tools, enabling you to explore your operations more deeply and achieve unmatched levels of efficiency and success.… Read More »

Features of Calendar List in Sage CRM 2018 R3

With the recent release of Sage CRM 2018 Version, many additional features are been introduced such as Quick find, Mailchimp Integration etc., also additional Calendar features too were implemented which are useful for Sage CRM users in our blog we will be introducing about Calendar List features. New Stuff: New Features in System Behavior in Sage… Read More »

New Features in System Behavior in Sage CRM 2018 R2

In Sage CRM 2018, there are new features are introduced into the System Behavior settings to improve the security of Sage CRM. New Stuff: Adding and Sorting of Additional Fields to Calendar List in Sage CRM 2018 R3 System behaviors are the configuration setting that are applied to all the user using the Sage CRM. In… Read More »