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All Tags » SageCRM 6.2 ( RSS)
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There've been some dictation apps before now, but now Nuance, makers of Dragon, the world's most popular desktop dictation software, is invading the App Store with their own. Plus, it's free (for a limited time)!
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All new CRM installs contain a Default User Template. The Default User Template is where you can define your baseline settings for all new users. This enables you to define a set of common characteristics (the default language to be used, security access...
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The User Activity administration option enables you to view the following information: ■ Summary information about all user activity. ■ A list of currently logged on users. ■ A list of historical user activity records. ■ Summary information about user...
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Restrict Sensitive Info Rights to view the following tabs can be restricted for individual users depending on company team membership. This means that if you have not been assigned to work on an account via the Company Team tab, you may not view or update...
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Security Policies allow the System Administrator to set up additional security rights. When any of the settings within the Security Policies page are enabled, additional options are available in the Profile Rights For drop-down list in the Security Profiles...
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This attached document provides details of all Sage CRM patch releases for version 6.2. Installing the
most recent 6.2 patch
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The User Activity area of the system enables Administrators to view user login and activity details. Information that can be viewed includes user login and logout time and date, session duration, logout method (whether manual or by automatic timeout)...
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A team is a group of users who perform similar roles. In a small organization, this might mean that all Sales Department users are part of the Sales Team. In a larger organization, there may be Telesales, Direct Sales, and Field Sales teams. Putting Teams...
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The System Administrator can set up field security for the whole CRM system, for individuals, teams, and for security profiles via the Administration | Customization | <Entity> | Fields tab. For example, it is possible to make a field invisible...
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The System Administrator can manage security access rights across the organization by setting up security Profiles and, if required, security Territories. Profile . A profile is a way of grouping users together when defining access rights (View, Update...
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A user requires a User Name logon ID to access the system. You can also set the minimum length and strength of passwords. These settings can be accessed from Administration | Users | Security | Policies. Password Encryption A user's password is encrypted...
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CRM is a 32-bit application which can run on a 64-bit server (from version 6.1 and above). For example, with IIS 6.0 on Windows Server 2003 x64 Edition. However, since the IIS default is for 64-bit applications, the following CScript needs to be run first on the server from the command prompt
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Sage CRM is integration-ready straight out of the box. It can integrate quickly with Sage ERP products, as well as other external applications through secure, standards-based web services and APIs. Please read the attached documentation for additional...
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Did you know that SageCRM has the ability to apply rules to inbound emails? Can your CRM system do this? Here is an example: When an e-mail is received in the specified mailbox, the e-mail database table is checked for all the people associated with the...
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Did you know that Sales Forecasting is a standard feature of the SageCRM application for both Individual CRM users and Teams? Sales Forecasting functionality: ■ Allows individual Sales Users to flag opportunities in their pipeline to indicate whether...
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SageCRM, included as part of the Sage Accpac Extended Enterprise Suite, provides multicurrency, multi-lingual support from a single code base—English, U.K. English, French, German, Spanish, Dutch, and Japanese—making this solution the logical choice for...
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You can perform a number of actions on all types of search lists— lists returned by a standard search, lists returned by Advanced Find, lists returned by Keyword Search, lists based on saved searches, or the My CRM Contacts list. Actions available are...
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When you perform a search to return Companies, People, Opportunities, Orders, Quotes, Cases, Solutions, Leads, or Communications that match specific search criteria, you may want to save the list and reuse it. For example, let’s say you want to search...
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Deduplication is enabled by default in the system, with match rules. The deduplication screens and the match rules can be customized by your System Administrator.
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Introduced in SageCRM 6.2, the Relationships tab is available in the context of all main entities including Companies, People, Leads, Opportunities, Quotes, Orders, and Cases. Typical examples include relationships which show:
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SageCRM has standard telemarketing and outbound call processing capabilites... The Outbound Call Handling module automates the process of performing outbound phone-based telemarketing campaigns. Outbound Call Handling is tailored specifically to high...
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CRM Self Service lets you create a Self Service Web site that integrates traditional corporate Web sites with Sage CRM. With CRM Self Service, customers can log onto the Self Service Web site to perform functions such as viewing account information, reporting...
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Did you know that SageCRM allows two types of integration for Outlook calendar syncing as a standard feature? Exchange integration and Outlook integration are two separate features in Sage CRM. Exchange integration is an add-on feature that can be requested by a Sage CRM customer, while Outlook integration is a standard Sage CRM feature.
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We have been doing some casual testing and experimenting with these two popular smart phones and have found them to be very usable with the SageCRM system. With the Apple iPhone for instance, you launch the Safari browser and tip the phone into the landscape...
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Meet your e-mail marketing needs!
Last week I received an announcement that Swiftpage is now available for SageCRM v6.1 and v6.2. If you need a powerful, easy to use email
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