Sage 2017 R1
Manuals and User Guides for Sage 2017 R1. We found 3 manuals for free downloads Administrator's Guide, Troubleshooting guide, Installation and Upgrade Guide
Sage CRM 2017 R1 is a customer relationship management (CRM) software that helps businesses manage their customer interactions. The software includes features for managing contacts, accounts, opportunities, leads, cases, and more. It also includes features for marketing automation, sales forecasting, and reporting. This guide provides information about setting up and managing Sage CRM 2017 R1.
Key Features
Manage customer interactions
Marketing automation
Sales forecasting
Reporting
Manage contacts, accounts, opportunities, leads, cases
User management
Security management
Customization
Pages: 388 Sage 2017 R1 Administrator's Guide
Brand: Sage Category: Software Size: 2 MB
Languages: English
Table of contents
- 11 About this guide
- 15 Sage CRM users
- 16 Users
- 16 Demonstration users
- 16 Setting up a new user
- 17 Creating an Info Manager
- 19 Editing a user
- 20 Configuring user settings
- 20 Reassigning records and disabling users
- 21 Enabling a disabled user
- 21 Deleting a user
- 22 User fields
- 36 Security management
- 36 Introduction to security management
- 37 Security profiles
- 38 Territories
- 42 Security policies
- 44 Password policies
- 46 Teams
- 46 Creating a new team
- 46 Assigning a user to a team
- 46 Setting user access to Team CRM
- 47 Examples of using teams
- 47 Deleting a team
- 48 Team fields
- 48 User activity
- 48 Viewing user activity for all users
- 49 Viewing user activity for an individual user
- 49 Enabling locked out users to log in
- 50 Archiving user activity records
- 50 Running user activity reports
- 50 Active Directory users
- 51 Importing users
- 51 Reimporting users
- 51 Active Directory Parameters fields
- 52 Import Users fields
- 54 Active Directory mapping
- 55 User templates
- 55 Changing the default user template
- 55 Creating a user template
- 56 Setting up a new user based on a template
- 57 Changing template details
- 58 Changing template user preferences
- 58 Changing security profile rights for a user template
- 58 Deleting a user template
- 59 Standard classic dashboards
- 59 Creating a standard classic dashboard
- 60 Customizing the classic company dashboard
- 61 System customization
- 62 Translations and help
- 62 Changing the user language
- 62 Modifying language translations
- 64 Adding new languages
- 64 Translation Details fields
- 65 Managing help
- 69 Component Manager
- 69 Introduction to Component Manager
- 70 Uploading and installing components
- 71 Entities
- 72 Creating a custom entity
- 79 Modifying a custom entity
- 79 Making a custom entity available for reassignment
- 80 Enabling deduplication for a custom entity
- 80 Changing the custom entity logo
- 81 Creating a report view for an entity
- 82 Fields
- 82 Creating a field
- 87 Editing a field
- 87 Deleting a field
- 88 Using field security
- 90 Customizing mappings
- 94 Screens
- 94 Adding a field to a screen
- 94 Adding a checkbox to a screen
- 95 Editing a screen layout
- 95 Inline screen customization
- 96 Maintain Screen Definition fields
- 97 Advanced screen customization
- 109 Lists
- 109 Adding a new column to a list or grid
- 110 Editing a list or grid layout
- 110 Advanced list customization
- 110 Adding a Create script to a list or grid
- 111 Adding custom content to a grid or list
- 111 List Definition fields
- 112 Tabs
- 113 Adding a new tab
- 113 Changing the ordering in a tab group
- 113 Removing a tab from a tab group
- 113 Editing system menu tab groups
- 114 Tab customization actions
- 117 Tab Properties fields
- 118 Views
- 118 Introduction to view customization
- 119 Creating a view
- 127 Editing a view
- 128 Deleting a view
- 128 Tips and troubleshooting
- 128 External access
- 129 Changing external access settings
- 129 External access fields
- 129 Summary reports
- 130 Introduction to summary reports
- 130 Customizing summary report header content
- 130 Customizing summary report list output
- 131 Web leads
- 131 Web leads
- 132 Customizing the Web Lead screen
- 132 Web to Lead configuration settings
- 133 Key attribute profiling
- 133 Introduction to key attribute profiling
- 133 Designing a key attribute profiling structure
- 135 Creating a key attribute profiling category
- 136 Defining key attribute profiling category groups
- 137 Setting up key attribute profiling lists
- 138 Adding fields to key attribute profiling categories
- 138 Displaying key attribute profiling data
- 139 Deleting a key attribute profiling category
- 139 Recovering a key attribute profiling category
- 140 Workflow
- 140 About workflow
- 168 Configuring workflow and escalation rule behavior
- 171 Building a workflow
- 181 Quick notifications and escalations
- 181 About quick notifications and escalation rules
- 183 Creating a quick notification
- 184 Working with predefined escalation rules
- 187 Enabling an escalation rule
- 187 Creating an escalation rule
- 191 Sage CRM data
- 192 Deduplication
- 192 About deduplication
- 192 Enabling deduplication
- 193 Customizing deduplication screens
- 193 Setting up match rules
- 194 Creating a Company Name Cleanup replace list
- 195 Creating a Company Name Cleanup remove list
- 195 Data Upload
- 195 About Data Upload
- 198 Before you begin uploading data
- 199 Required security profile rights
- 200 Steps to upload data
- 212 User interface reference
- 222 Products
- 223 Setting up a simple Product structure
- 225 Setting up a complex pricing structure
- 227 Editing a Product
- 228 Deleting a Product
- 228 Working with Opportunity Items
- 229 Multicurrency support
- 229 Currency considerations
- 229 Enabling multicurrency support
- 230 Changing the base currency
- 230 Setting up currencies and rates
- 231 Setting currency preferences
- 231 Sales Forecasts
- 231 Changing Forecast settings
- 232 Forecast settings
- 232 Related entities
- 232 Adding new relationship types
- 233 Relationship definition fields
- 233 Changing relationship types
- 234 Deleting relationship types
- 234 Customizing related entities Search Select Advanced lists
- 234 Reporting on related entities
- 235 Email and documents
- 236 Email
- 236 Introduction to email
- 237 Standard Sage CRM email
- 243 Email Management
- 252 Exchange Integration
- 252 About Exchange Integration
- 263 Setting up Exchange Integration
- 268 Synchronizing Exchange and Sage CRM
- 278 Classic Outlook Integration
- 278 About Classic Outlook Integration
- 282 Setting up Classic Outlook Integration
- 286 Mapping data between Outlook and Sage CRM
- 293 Lite Outlook Integration
- 293 About Lite Outlook Integration
- 295 Setting up Lite Outlook Integration
- 297 Deploying the plugin using Group Policy
- 300 E-marketing
- 300 E-marketing overview
- 301 Synchronization times
- 301 Activating the E-marketing service
- 302 E-marketing account and user fields
- 305 Adding users to the E-marketing account
- 305 Viewing or upgrading E-marketing account options
- 305 Editing E-marketing users
- 306 Editing E-marketing account details
- 306 Canceling the E-marketing account
- 306 Re-activating the E-marketing account
- 307 MailChimp Integration
- 307 What is MailChimp?
- 308 Integrating Sage CRM and MailChimp
- 309 Adding users to MailChimp
- 310 Renaming MailChimp campaign merge fields
- 312 Disabling a MailChimp Integration
- 312 Document templates
- 312 Working with templates
- 313 Performing a mail merge
- 314 Creating a template
- 319 Uploading a template
- 320 Editing a template
- 322 Deleting a template
- 322 Troubleshooting templates
- 322 Document and report settings
- 326 Library Management
- 326 Viewing the library size
- 326 Library item types
- 327 Deleting library items
- 329 System configuration
- 330 System settings
- 330 Configuring logging
- 331 Configuring database settings
- 332 Refreshing metadata
- 332 Configuring system behavior
- 335 Reviewing locks
- 336 Configuring web services
- 338 Configuring Quick Find
- 339 Configuring Keyword Search
- 341 Locking the system
- 342 Configuring license key details
- 343 Configuring proxy settings
- 344 Timings
- 344 Working with Timings
- 344 Business calendars
- 347 Service Level Agreements
- 350 Themes
- 350 Adding a new theme
- 352 Making a new theme available
- 353 Changing the default theme
- 353 Customizing report charts
- 355 Mobile
- 356 About Sage CRM mobile solutions
- 356 Setting up Sage CRM mobile apps
- 356 Prerequisites for using Sage CRM mobile apps
- 357 Enabling a user for Sage CRM mobile apps
- 357 Customizing screens for Sage CRM mobile apps
- 358 Setting up Sage CRM Mobile
- 358 Prerequisites for Sage CRM Mobile
- 359 URLs for accessing Sage CRM Mobile
- 359 Enabling a user for Sage CRM Mobile
- 359 Mapping a user agent
- 360 Defining a user agent
- 360 Creating a new mobile theme
- 361 Customizing screens for Sage CRM Mobile
- 362 Customizing a classic dashboard
- 362 Making entities read-only
- 363 Setting a default tablet view
- 365 CTI
- 366 Getting started with CTI
- 366 What is CTI?
- 366 CTI network architecture
- 367 Sage CRM CTI network integration
- 367 Sage CRM CTI prerequisites
- 368 Role of the telephony administrator
- 369 Installing CTI
- 369 Running the setup program
- 369 Checking system telephone settings
- 370 Enabling and configuring CTI
- 370 Enabling CTI for a user
- 370 Configuring CTI
- 371 Making the telephony server accessible to users
- 371 Checking user telephone settings
- 372 Converting a text field to a phone number
- 373 Self Service
- 374 Getting started with Self Service
- 374 Self Service prerequisites
- 374 Installing Self Service
- 374 Setting up Self Service
- 375 Self Service web site
- 375 Planning a Self Service web site
- 376 Understanding basic Self Service architecture
- 376 Customizing Self Service web site
- 378 Self Service security
- 378 Administering Self Service
- 379 Self Service administration settings
- 379 Modifying Visitor list
- 379 Configuring Self Service
- 380 Removing inactive visitors
- 381 Glossary
Other manuals and documents
Frequently Answers and Questions
What is Sage CRM 2017 R1?
Sage CRM 2017 R1 is a customer relationship management (CRM) software that helps businesses manage their customer interactions.
What are the key features of Sage CRM 2017 R1?
The software includes features for managing contacts, accounts, opportunities, leads, cases, and more. It also includes features for marketing automation, sales forecasting, and reporting.
Who is this guide for?
This guide is for Sage CRM System Administrators who are confident end users of Sage CRM.
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