Sage CRM – Tips, Tricks and Components
One of the most effective features available in the Sage CRM is Calendar and widely used feature as well. Sage CRM’s Calendar tab helps the users to manage communications i.e. appointments and tasks such as taking a follow-up from the customer, sending an email, scheduling a call, etc. We have already written about the new… Read More »
In our earlier blog we had explain how to enable old calendar in latest version of Sage CRM. Refer below blog for more details:Enable old Calendar tab in Sage CRM 2018 R3 In this blog, we will see how we can switch between Calendar View to List View. Recently from one of our client and… Read More »
As we all know that we can access Sage CRM through mobile using an external URL. However, in Sage CRM desktop application you can distinguish two types of communication (Appointment and Task) using New Task or New Appointment buttons. But in the mobile application, there is only one button to create i.e. via New Communication.… Read More »
We have already been writing about the new features launched with the release of Sage CRM 2018. Along with the many new updates, feature enhancements and streamlined capabilities of CRM; they have introduced a major enhancement for the rigid and confusing calendar feature of the older version. Sage has completely redone the calendar’s look, feel,… Read More »