Few points to Enhance Performance of your SageCRM

By On May 17, 2013

As we know SageCRM is being used by large group of companies around the world. There is high possibility that on and off basis they may face slowness problem while logging into CRM. There are many ways to enhance the performance of SageCRM application but listing out few of them as we come across while [...]

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Set Birthday reminders in Sage CRM

By On May 16, 2013

In Sage CRM, there is a wide range of different functionality. One of that useful functionality is Escalation rules that we can use in our daily basis work like setting notification for user or sending mail to client based on some criteria and many more. By using the same functionality, users can set Birthday reminders [...]

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.Net API Validate method for Screen level validations

By On May 15, 2013

First let us see what happens when the Validate method is not used for the .NET API screen validation.

Below is the new entry screen designed with API and with no validate method implemented.

On clicking Save button leaving all required fields blank, validations must be fired to warn user [...]

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Sage CRM 7.2 Facebook Component

By On May 14, 2013

Being social is must in today’s world; no matter if it’s an individual or organization. Any means which let you connect to larger set of audience is good for the growing business. Over the recent years sites like Facebook, Twitter have served the purpose well. Considering this new version of SageCRM 7.2 has also come [...]

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Import Product in Sage CRM using GUMU Integration

By On May 10, 2013

In our previous blog, we discussed about “Importing Customers in Sage CRM using GUMU Integration for Sage CRM-Sage 100 ERP” (formerly Sage MAS 90/200 ERP). Now, we would be explaining step-by-step process of Importing Products in Sage CRM from Sage 100 using GUMU™ Integration.

Product needs to [...]

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Sage CRM Mapping Component

By On May 4, 2013

Google map’s is one of the advanced tools which helps us keeping track of all the customer sites we may need to visit. Yes Address module itself is the efficient feature available to track this, however seeing it on a map takes the level of visibility to whole new advanced level.

We have the component [...]

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Sage CRM v7.1 SP2: Hot Keys in Different Browsers

By On May 4, 2013

Users who want to use the CRM faster, always make use of the hotkeys available to deal with the screens. Sometimes they have 100’s of records to be entered in the system and hence they cannot keep on clicking mouse buttons all the time to save/cancel records. Through this article I will be explaining how [...]

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Import Customers in Sage CRM using GUMU Integration

By On April 30, 2013

GUMU™ Integration for Sage CRM-Sage 100 ERP provides an easy import process for customers from Sage 100 ERP (formerly Sage MAS 90/200 ERP) to Sage CRM. Though the process is stress-free and simple, we would discuss the same in this blog.

Once admin user is done with the configuration part of MAS 90/200 Administration [Including [...]

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Hide fields and extra spaces in Sage CRM

By On April 26, 2013

Sometimes we come across scenario where we have to hide fields on Page Onload (View Mode) as well as OnChange of page (Edit mode). I have written a blog for the same. You can find it in the below path:

http://www.greytrix.com/blogs/sagecrm/2010/06/28/hide-and-show-fields-in-sagecrm/

The above block works fine. But I had a requirement from client that [...]

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Email Screen in Sage CRM 7.2

By On April 26, 2013

In our earlier post, we have discussed about “Notification feature in Sage CRM V7.2”. Here are some of the other changes that I have seen in the Sage CRM 7.2 version.

Until Sage CRM v7.1, email screen used to get open in 3 different formats. i.e,

Split : If this option is selected, email window [...]

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