Sage CRM – Tips, Tricks and Components
As you’re aware, users gain access to Sage CRM by simply launching a web browser and directing themselves to the CRM’s dedicated web application, which is securely hosted on a remote server. Consequently, any updates introduced in browser versions have the potential to ripple through and influence the performance of Sage CRM. Notably, a substantial… Read More »
In Sage CRM, there are a wide range of different functionalities available. One of the most useful feature in Sage CRM is Escalation Rules. By using the Escalation rule you can perform numerous actions within Sage CRM such as displaying On screen notifications for users, send emails to customers, set certain column value, reset column… Read More »
In my previous blog I explained how dashboard gadgets help us to summarized data from different entities at one place and how we can assign a gadget template on the basis of teams. Recently one of our client came up with requirement to add User and Team filter on gadgets. New Stuff: Sage CRM 2020… Read More »
Interactive Dashboard is one of the advance, essential and effective feature provided by Sage CRM 7.3. This version has brought lot of new dashboards and inbuilt reports. Sales Dashboard is one of them and it is available by default. In today’s blog I will explain you how I resolved permission denied issue appearing in Sales… Read More »
Reporting is very essential in any business process as it gives clear picture of ongoing work in an efficient manner. Sage CRM also provides Reporting feature and security structure. New Stuff: Sage CRM and Sage 300 ERP Integration Part-3 In Report section, you can see many Reports Category are available and each Report Category will… Read More »
Marketing is one of the powerful feature of CRM using which we can attract our customers by launching campaigns. Now, with the release of Sage CRM 7.3 version they have integrated Mail Chimp which allows to send mass email for Mail Chimp campaigns. Below is the link which explains how we can integrate MailChimp with… Read More »
In our previous blog post, we have explained customizing of Outbound Call List. Refer below link for more details. https://www.greytrix.com/blogs/sagecrm/2013/10/14/customizing-outbound-call-lists/ In this blog post, we will explain customizing of Person List that appears when user clicks on ‘Get a Call’ button. New Stuff: Adding Documents Tab to Leads in Sage CRM 2014 R2 Get a… Read More »
Off late I have been posting various blogs regarding Sage CRM 2014 R2 which has been released on DOT COM. Today I will discuss one more enhancements where users can upload their profile pic as they do in any other social networking website. New Stuff: Using LinkedIn widgets on Sage CRM screens Here is how… Read More »
Sage CRM is having strong security on User Management. If Sage CRM user enters their password or User name incorrectly multiple times; the user gets locked out and below message is shown to the user. New Stuff: Customer Dashboard with LinkedIn search Now the question here is how to unlock user. There are 2 ways… Read More »
In SageCRM workflow is an efficient way of systematic progress on work and related tracking. Workflow can be applied to any of the entities such as Case, Lead, and Opportunity etc. But how to handle the security of this workflow in order to make sure that no unwanted user can misuse it and disturb the… Read More »