by Mariam Florio | Jun 15, 2012 | Sage CRM
Learn about the MyCRM Contacts Tab In Sage CRM “What is the MyCRM Contacts tab and why should I use it?” This is a valid question that I often hear from new and veteran Sage CRM users alike. Contacts can mean a lot of different things and I...
by Mariam Florio | Apr 20, 2012 | Sage CRM
How to Know If You Need to Recreate Views in Sage CRM Manually The Sage CRM error of doom: “You may need to recreate views manually,” that may occur when logging into Sage CRM 7.1 sometimes seems like the dreaded blue screen of death on the...
by Mariam Florio | Mar 16, 2012 | Sage CRM
Creating Sage CRM Custom Actions In Sage CRM, Communications consist of Appointments and Tasks. Appointments have start dates, end dates and times. Tasks have due dates instead of exact dates or times that they need to be executed. An example of a Task type is a...
by Mariam Florio | Jan 20, 2012 | Sage CRM
Sage CRM Campaigns, Response Codes and Sub-Groups Sage CRM Campaigns allow the user to set up multiple set Response Codes for a campaign. Response codes are what allow us to capture the marketing recipient’s responses to a particular Wave Activity. Response...
