When it comes to client side add-ons with web application, it always becomes difficult to set them up due to security restrictions. Outlook integration is one of such functionality provided by Sage CRM which hugely depends on client environment. Over last few days we have posted series of blogs on classic Outlook integration plugin [...]
Hi folks “GREETINGS OF THE DAY”! Nowadays life has become very fast and every minute counts. In this faster world we don’t have time to write letters and e-mail has become popular way of communication. All new age software’s must address all emailing requirements when it comes to business and SageCRM is no different. Outbound [...]
It was just in November that we had celebrated the 600-blog count mark for CRM. In just 5 months, this count has crossed 700-blog count. And we are all celebrating this achievement at the Greytrix camp. We thank all the readers and contributors who have constantly given their valuable inputs and helped us [...]
In Sage CRM customizations most of the times we need query string (URL) parameters to be used in the code. As far as server side programming is concerned, there are several ways by which we can get URL values and use them. Complexity increases when it comes to client side scripting. One needs to write [...]
Every morning when we go for a walk, we find number of advertisements, banners alongside the road. However the one’s with descriptive images catch more attention. It’s a proven fact that Descriptive images are lot better and eye catching as compared to long descriptions. Now how does it relate to the topic I am discussing [...]
In our previous few blogs, we had discussed about how GUMU migrates ACT! Data like Contact, Company, Notes and Opportunity to Sage CRM. Here we will discuss about how ACT! History and Activity can be migrated to Sage CRM with the help of GUMU™.
In our CRM [...]
In Sage CRM 7.2, Sage has introduced a new method of registering a License key where you will be asked to fill up the form in CRM and submit. I have been writing about the several issues you can face with this process when upgrading from previous versions of the CRM or restoring databases from [...]
We first see the Release version of the product and then patches, hotfixes over the time to fix the minor issues in the new Sage CRM release. Every patch comes with upgrade note which specifies what is the minimum patch required to be already installed. Now as there are many patches getting installed, how do I know [...]
GUMU™ for Sage CRM – Sage 50 (US Edition) is a third party application which imports data from Sage CRM to Sage 50 application and vice versa. It is a batch utility which can be used as a scheduler where each import and export routine can run at a fixed interval time.
Let’s walk through [...]
In a regular sales cycle, there is a lot which goes into making it a successful one. Adding discounts, comments, or even detailed descriptions might look small but are very important in closing a deal. And, the salesperson would like all these and much more to be efficiently handled by the system that [...]
TagsACT Bi-Directional Case Communication Company Configuration CRM7.0 CRMMIG Custom dashboard document Email Entity Field GUMU GUMU integration GUMUMAS import INTEGRATION Lead library MAS 90/200 migration opportunity Opporunity Person REAL TIME 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 Pro Sage Saleslogix screen search select advance self service SSA territory Uncategorized web client workflow