Sage CRM - Tips, Tricks and Components
One day while doing the design of Summary page for one of the custom entities an unobvious thought came into my mind whether I can swap the positions of Button text and Button image on button control. Also following sage CRM standards I wanted to use the standard AddButton feature only tomake sure all the [...]
Sales Forecasting is a standard feature of the SageCRM application for both Individual CRM users and Teams. Its functionality is to allow individual Sales Users to enter forecasts using their opportunity pipeline.
Forecasts tab can be seen on My CRM. Sometimes when we try to create a new Forecast for the current year, you might [...]
Sage CRM provides an option to add button to a screen through ‘Button Groups’. For example, if you need to add a button in New Case screen then you can create the Button Group associate it with ‘newcase’ system action. Once this is done the button appears on the New Case screen. Button Groups are [...]
We are very much familiar that Sage CRM provides very strong Themes based design using the eWare.css file. It has lots of pre-built CSS classes which are used by standard controls as well as they can be used by the custom controls we create. I am elaborating one such example in this blog. I came across the [...]
We have seen many integration solutions in past from Greytrix which usually covered Desktop <-> Desktop integration.
Today will see its foray into the Desktop <-> Cloud segment with FreshBooks The Leader in Online Invoicing and Sage Peachtree (soon to be re-branded as Sage [...]
GUMU™ Integration link for Sage CRM and Sage MAS 90/200 ERP (aka Sage 100 ERP) is widely known for providing a range of features and a user friendly interface to its users. GUMU™ Integration is a real time, bi-directional link that integrates your front office and back office at a real-time basis, thus changes made [...]
In our GUMU integration, we can make use of Salesperson mapping functionality for linking Sage CRM users with Sage 100 (MAS 90/200) Salesperson. This functionality integrates Account Manger field in SageCRM with MAS 90/200 Salesperson field. Please refer the below screenshot.
Once Salesperson Mapping functionality is established and territories are build [...]
Sage CRM provides many features at administration level that can be used to make modifications and customizations without having to do intense coding. For e.g. Workflow, Table Level Scripting, Translation. In this blog we am going to explain the notification feature of Escalation in Sage CRM.
Escalation is a key tool of CRM to implement different kinds [...]
Usually the client’s requirements are something to do with enhancing the existing screens or functionality. However sometimes we do come across requirements where they need to remove some features from existing standard screens. Its generally not recommended to take drastic steps but it was a business need.
Sage CRM provides us with options to Create [...]
Consider a scenario where we need to populate a field value from another table to Company Summary screen. To achieve the same we need to access the database to get the field value and then display the same on the screen.
For example FinalTotal is a field in any other table in CRM. You want [...]
Blog Archives
- May 2012 (6)
- April 2012 (5)
- March 2012 (7)
- February 2012 (6)
- January 2012 (6)
- December 2011 (3)
- November 2011 (5)
- October 2011 (8)
- September 2011 (5)
- August 2011 (9)
- July 2011 (9)
- June 2011 (13)
- May 2011 (10)
- April 2011 (10)
- March 2011 (6)
- February 2011 (5)
- January 2011 (6)
- December 2010 (9)
- November 2010 (10)
- October 2010 (8)
- September 2010 (8)
- August 2010 (8)
- July 2010 (7)
- June 2010 (8)
- May 2010 (7)
- April 2010 (7)
- March 2010 (1)
- February 2010 (1)
- November 2009 (2)
- October 2009 (7)
- September 2009 (9)
- August 2009 (16)
- July 2009 (15)
- June 2009 (18)
- May 2009 (24)
- April 2009 (22)
- March 2009 (10)
- February 2009 (6)
- January 2009 (5)
- December 2008 (22)
- November 2008 (4)
- September 2008 (8)
- August 2008 (30)
- July 2008 (5)
- June 2008 (3)
Tags
Bi-Directional Case Communication Company CRM7.0 Custom Date Delete document Email Entity Escalation Field GUMU import INTEGRATION Lead library MAS 90/200 merge Multi-Company MultiSelect opportunity Opporunity Order Order Entry Person Phone REAL TIME Report Sage CRM.com Sage CRM 7.0 Sage CRM 7.1 Sage Pro Sage Saleslogix screen search select advance self service SSA summary report task territory Uncategorized web client workflow
