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  • Blog Post: Discovering which Views are Available for Reports

    A customer wanted to find out which Views were available for use in Reports. When I looked at the list of views for a particular entity (e.g. Company) there was no obvious way of seeing which view could be used to create a new report. To discover that I found I needed to enter each view definition screen...
  • Blog Post: Embed Sage CRM PDF Reports in External Applications

    An external application can make use of Sage CRM reports. It is not appropriate to invoke HTML reports from a 3rd party or external application as these are designed to interact with the Sage CRM interface. You only need think about the auto hyperlinking feature which allows drill down into Sage CRM...
  • Media: ITG maximises technology with Sage CRM

    ITG had been using GoldMine but found that it could not provide adequate reporting functions or remote access to keep up with the busy consulting group’s growth. Sage CRM has cut reporting time in half; sales efficiency went up by 10 percent; sales have risen 15 per cent thanks to better information...
  • Media: Micros South Africa underpins customer service excellence with Sage CRM

    Sage CRM has enabled Micros to use customer service reports to identify if there is a need for training or an opportunity to upsell to a different product/service. Sage CRM has provided Micros with a way to monitor KPIs for team members identifying how calls are logged/prioritised and resolved.