The knowledge base is the crux of CRM Self Service Portal. It is designed in such a way so as to save time of both the End-Users as well as our Clients. An alert and proactive Admin is the key to a well maintained and effective Knowledge Base. It should be the Admin’s prerogative to [...]
In practical world, one size doesn’t fit all and we understand the need of organizations to customize. To give our Clients the freedom of customization, we have provided them with an ‘Add Custom Page’ field that allows the Clients to add ‘Custom Pages’ to the portal. This particular field can be found in the drop [...]
To assist the end users of our Clients, we have provided the facility of downloadable files on CRM Self Service Portal. The download section supports various file types giving you the leverage to use different file varieties in the section. We also provide you with the facility of linking knowledge base sections with related downloadable [...]
A Self Service Portal wouldn’t be as powerful if it didn’t come with CRM integration. Keeping in mind an organization’s need to have the Self Service Portal synced with their CRM system, we have set out to integrate CRM Self Service Portal with all the major CRMs that are globally used. Currently, CRM Self Service [...]
Sage ERP X3 Conference #SageSC is about to begin in a month’s time (Take a Sneak – Peek). We are already excited and all geared up to be showcasing our Sage ERP X3 offerings at the event. Don’t miss this, a lot of new and exciting announcements pertaining to Sage ERP X3 are [...]
GUMUTM is now compatible with Sage CRM v7.3. Keeping your ERP on current version you can upgrade Sage CRM to latest ver 7.3. GUMU supports Sage ERP X3 v7 or v6.5 with Sage CRM v7.3 or 7.2.
This integration is real-time, bi-directional and gives your sales team access to accurate and real-time information on customers; [...]
In our earlier post, we explained how to identify the Sage CRM versions and patches installed. Here is the link for your reference. Identify Sage CRM version and its patches
New Stuff: Validate Email Addresses using [...]
Recently one of our customers came up with a requirement to display the Company Entity data into an Opportunity Entity in SageCRM.com. It is little bit tricky to display data in an Opportunity entity as one can use only Client Side Script to perform any operations in SageCRM.com.
In our earlier posts, we had explained number of Sage CRM Client Side techniques that can be used to customize Sage CRM Lists, Grids, Fields etc. In this blog, we will explain Sage CRM field Caption Methods/Properties controlled by Client Side API.
New Stuff: Highlight All [...]