Category: Sage CRM Tutorials

Hot Keys & Shortcuts in Sage CRM

In this tutorial, we show you a number of hot keys and shortcuts in Sage CRM that can make it easier and quicker for you to work within the system.

Sage CRM Outlook 2010 Integration

Since its introduction, Sage CRM has featured tight integration with Microsoft Outlook. This integration has relied on Outlook’s web browser support for its functionality. With the release of Outlook 2010, Microsoft dropped web browser support. This in turn has required some modifications to the integration with Sage CRM. In this tutorial, we walk you through the changes.

Spice Up Your Reports with Charts in Sage CRM

Tabular reports can be uninspiring to look at and may not effectively convey the data they hold. To overcome this, try adding a chart to your reports in Sage CRM. You may find that a simple chart can transform the mundane into the magnificent. In this tutorial, we show you how to add charts and graphs to your reports in Sage CRM.

Scheduling Recurring Appointments in Sage CRM

Sage CRM allows you to schedule recurring appointments and this can be especially useful for internal company meetings as well as those you might schedule with customers. In this tutorial, we take a look at how to setup an example recurring appointment.

Creating List Gadgets for Your Sage CRM Interactive Dashboard

The Interactive Dashboard is comprised of Gadgets that you can configure to present information on your Sage CRM desktop. There are a number of Gadget types to choose from, and in this tutorial, we focus on List Gadgets and show you how to set one up.

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