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From Accelerator for SageCRM
- 17:08, 26 June 2026 Gmail log call (hist | edit) [475 bytes] Sagecrmw (talk | contribs) (Created page with "Clicking the Log Call button above the context File:Screenshot_2026-06-26_165743.png will open the dialog to write up a call note File:Screenshot_2026-06-26_165918.png * Where are these records? When you log a call against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact. We also create a Call record and this is linked to the Activity, Opportunity, Account and Contact.")
- 17:05, 26 June 2026 Gmail Summary Screens (hist | edit) [3,732 bytes] Sagecrmw (talk | contribs) (Created page with "Summary screens show a top area with an icon and some data. At a glance, a user will be able to see the state of an entity. * Note: Empty fields will not display on the screen. File:Screenshot_2026-06-26_152142.png The entity icon is on the left of the screen. Below this area we have the tabs. File:Screenshot_2026-06-26_152238.png Hover your mouse over the icon to see the caption. File:Screenshot_2026-06-26_152456.png Screens are made up of sect...")
- 17:03, 26 June 2026 Gmail Email Matching (hist | edit) [454 bytes] Sagecrmw (talk | contribs) (Created page with "Clicking the Log Call button above the context File:Screenshot_2026-06-26_165743.png will open the dialog to write up a call note File:Screenshot_2026-06-26_165918.png * Where are these records? When you log a call against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact. We also create a Call record and this is linked to the Activity, Opportunity, Account and Contact.")
- 16:57, 26 June 2026 Gmail File Email (hist | edit) [554 bytes] Sagecrmw (talk | contribs) (Created page with "Clicking the File Email button above the context File:Screenshot 2026-06-26 151039.png When you file an email against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact. Labels will be automatically added to the emails that '''have''' been filed (the labels are fully customizable) File:Screenshot_2026-06-26_165245.png Email Saved Flag : Emails that have already been Filed/Saved to Sage will...")
- 16:32, 26 June 2026 Gmail Tabs and Lists (hist | edit) [273 bytes] Sagecrmw (talk | contribs) (Created page with "The tabs we are referring to here are against the Entity EG File:Screenshot_2026-06-26_162513.png Hovering over the tabs tells you what is behind it. Lists also have an internal and external link allowing you to navigate into that record in the task pane or in CRM. ----- Customizing A. List fields are controlled by the screens "ENTITYOfficeintSmall" in CRM. The number of columns displayed is controlled at the user level in their local settings (List Column Cou...")
- 14:24, 26 June 2026 Gmail New (hist | edit) [1,825 bytes] Sagecrmw (talk | contribs) (Created page with "The NEW menu is available on all menu bars in the task pane. File:Screenshot_2026-06-26_142113.png File:Screenshot_2026-06-26_142408.png Clicking on an item loads a modal with the fields on it. The context with which something is created is important as this will preset some fields. Click Save to Save the record and then the UI will show the summary of this record. ----- Deduplication is available on the company File:new3.jpg and person screens (l...")
- 13:37, 26 June 2026 Gmail Search (hist | edit) [1,134 bytes] Sagecrmw (talk | contribs) (Created page with "Search works in a number of ways *1. Email Matching *2. Manual Search *3. Parse Search There are also 2 extra options here *4. Bookmarks *5. History ----- 1. Email Matching The system will take an email and search as follows: a. tag matching (if there is a tag in the email) b. Person match (full match) c. Company match (on domain or on person email domain returning their company) d. Lead match If no match is found the user is presented with the new Company screen...")
- 13:01, 26 June 2026 Gmail Home Screen (hist | edit) [246 bytes] Sagecrmw (talk | contribs) (Created page with "The Home screen contains an Accordian control with lists in them. Opportunity Pipeline (turned off by default/Enabled on request) Cases Pipeline (turned off by default/Enabled on request) User Details File:Screenshot_2026-06-25_115516.png")
- 12:54, 26 June 2026 Gmail Add Connection (hist | edit) [1,085 bytes] Sagecrmw (talk | contribs) (Created page with "Opening the application the first time in a new environment you will be prompted to set up the connection. Click the blue '''Log in''' button at the bottom of the panel. File:Screenshot_2026-06-26_120829.png A secure pop-up window will appear: '''Sage URL:''' Type in your company's CRM web address. Click '''Continue'''. File:Screenshot_2026-06-26_124629.png Confirm the URL shown at the top is correct (click '''Edit''' if you need to fix it). Enter your Sag...")
- 11:03, 25 June 2026 Start with Gmail (hist | edit) [1,221 bytes] Sagecrmw (talk | contribs) (Created page with "Requirements Sage CRM Requirements Sage CRM versions 2021, 2022, 2023,2024 and 2025 supported.")
