Greytrix is a pioneer in providing Migration services at its Sage Migration Center and catering to the end-user business requirements. We at Greytrix are focused to help the end – user in successful implementation of a new Sage CRM system through our various successful migration and integration solutions.
In this blog, we shall explore upon [...]
Every country has its own Currency. Businesses that sell products in different territories may need to capture all those currencies as well. Also they may want to see the reports in their own currency as base.
New Stuff: Limit number of characters in Sage CRM [...]
Documents are integral part for any business. During any business process lots of documents are being shared between the parties. These documents may be the physical documents or electronic documents. As technology is evolving, electronic documents are mostly preferred as they are easy to store, manage and can be accessed anywhere any time.
New Stuff: [...]
We talk a lot about implementer’s and testers. Let’s do something for developers today!
Sage CRM works on standard client server architecture where several Request-Response exchanges are happening over the network. Sometimes the Requests and Responses work properly however somewhere in between goes wrong and we start facing http errors. This is one of the [...]
Communications is one of the pillars of successful business. We all communicate with via phone or emails on daily basis. Sage CRM provides SMTP, POP email integrations and inbuilt Email editor goes very well for any set of requirements. However size of the email editor that comes by default is sometimes not sufficient.
New Stuff: [...]
From the Find screens in Sage CRM, the cursor defaults to the Keyword Search field. Refer below screenshot.
Recent question asked in one of the forum that if it can be manipulated in Sage CRM so that the cursor lands in a different field as a starting point.
Data migration is a key element which you consider before adapting to any new system. It can be a fairly time-consuming process and can be painful at times. That’s where our Fixed Cost; No effort migration services comes in picture. We provide 1 test and 1 live migration at a Fixed Cost so you are [...]
Using Export to File button available on Sage CRM find screens and Group screens, users can export data (in CSV, Text, Excel CSV format). Sage CRM provides a very powerful security mechanism to restrict users from accessing confidential data from Non-admin users and make it available only for Mangers and Administrators.
In Sage CRM on-premise version, it has an ability to select Company and Persons while creating Cases, Opportunities, and Communications. But when Sage CRM is accessed using mobile devices like Android, Tablets etc. entry screens does not show the Company and Person SSA fields. Refer below screenshot.
TagsACT Case Communication Company Configuration CRM7.0 CRMMIG Custom dashboard document Email Entity Field Goldmine GUMU GUMU integration GUMUMAS GUMU Tips IIS import INTEGRATION Lead library List MAS 90/200 migration opportunity Order Person Report Sage 100 ERP Sage CRM Sage CRM.com Sage CRM 7.0 Sage CRM 7.1 Sage CRM 7.2 Sage MAS 90/200 ERP Sage Saleslogix screen self service SSA territory Uncategorized Users workflow