Every year Sage comes up with a new version of Sage CRM with adding some new functionality, overcoming addressed issues from the previous version, changing user interface, etc. In the Sage CRM 2021 release user interface of self-service portal has also been changed. New Stuff: Sage CRM 2021 R2: Word wrapping not supported Below are… Read More »
Sage CRM Self-service access can be given to Customer to view data related to him. Self-service by default shows Customer Cases, Opportunity etc. Recently one of our Implementation team member asked us our development team if they can display Document History of Customer in Self-service and answer is yes, it can be displayed. New Stuff: Apply… Read More »
In our last post, we saw how you can attach Download links to the Knowledge Base to enhance Customer experience. In this post we will see how your resources as well as your Clients can save time owing to the ‘Case Suggestions’ feature provided by CRM Self Service. For this feature to work optimally, the Admin… Read More »
A Self Service Portal wouldn’t be as powerful if it didn’t come with CRM integration. Keeping in mind an organization’s need to have the Self Service Portal synced with their CRM system, we have set out to integrate CRM Self Service Portal with all the major CRMs that are globally used. Currently, CRM Self Service… Read More »
Self-service applications help passing on ticket logging task in customer’s hand. However these portals are tightly integrated with your SageCRM database which needs to be secure no matter what. Hence it is necessary that we kill the inactive sessions of self-service user logins which improves security as well as performance. SageCRM provides parameter auto logout… Read More »
Sage CRM user can attach and view documents from documents tab as shown below. Documents tab is available in for Company, Person, Cases, Opportunities and Communications entities. In terms of Self-services, Self-service site is designed to have Customer cases. Recently one of our customers came up with a requirement to allow Self-service user to view… Read More »
Sage CRM Self Service allows customers to access information or request services and support over the Web whenever they want. Customers can directly receive information based on their preferences, requests, and history through self- service portal. Read our other Self-service offerings at the end of this post. Sage CRM user can export data into Excel/PDF/CSV… Read More »
Secured password is mandatory feature in any application. If your password is not encrypted/ secured then there is a possibility of security violation or can anyone hack your password. To avoid these kinds of issues your password should be well formed and follow some rules. Sage CRM includes two major modules that are: – Sage… Read More »
Why do we need Surveys? This question may have several different answers depending upon the organizational goals we are aiming at by conducting online surveys. Conducting Surveys is the most efficient and cost effective way of gathering opinions, suggestions and valuable feedbacks from client in order to enhance the services and survive in competition with… Read More »
Are you planning to Move your Sage CRM database from one server to another?? Make sure you have followed all the below instructions after doing so.1. Make sure you have put the proper database server name and login details for the same as shown below. 2. If Self service support site is enabled for your… Read More »