Sage CRM - Tips, Tricks and Components
From the monthly archives: September 2009
GUMU™ for SageCRM – QuickBooks is a web-based integration. It imports all the essential financial details like Sales order, Invoices, Products and customer information from QuickBooks to SageCRM/SageCRM.com. This integration is easy to use, cost effective, accurate and time saving for both salesperson and accountants. The integration allows viewing all financial and customer information of [...]
You all may well remember the old saying “A stitch in time saves nine”. Same was the case with Standard SageCRM – ACCPAC ERP Integration. All the customer data can be easily promoted and sync within Sage ACCPAC ERP and SageCRM but what about the Order Entry ???? So despite of Standard Integration if your [...]
With reference to the blog written by Jeff
http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2009/08/13/creating-a-simple-messaging-system-within-sage-crm.aspx
We would like to suggest one more workaround where we need not to create an extra entity but we can use the existing communication entity only
Suppose a system administrator wants to pass a message to single user or to group of users in SageCRM; [...]
Do you have duplicate Opportunities in SageCRM and now do you want to resolve this data quandary?
You might have used Merge Company or Merge Person functionality which is available with standard SageCRM.
We can provide the same functionality with Opportunity where we can merge one opportunity with another. This target opportunity will [...]
I had posted a blog some days ago explaining disadvantages of Window’s Onload Event method (“for=window event=onload()”) in Custom content for Person Entry Screen. Here we mentioned that this Onload Event works fine for Person area, but it affects the Lead Section where we use Add or Find Button for linking the lead with person.
[...]
We received an introduction letter which you can utilize after editing/mail merging to send to prospects during your marketing campaign for Sage CRM.
This free sales letter promoting SageCRM was written by the marketing and PR professionals at The Sage Closer (www.thesagecloser.com). They were impressed by Greytrix’s recent release of GUMU for SageCRM – QuickBooks, [...]
In our previous post
http://www.blogger.com/post-edit.g?blogID=6264840572654717689&postID=1152421825773155870
we discussed how case reference number gets generated for every case that is created in the CRM. In the earlier post we discussed how we can change the format of the case reference number. But it is still a combination of current user login id and the custom part, [...]
As we all know about the Case reference ID, it gets generated depends upon the current logged in user and some predefined number range.
Currently it gets generated according to the SageCRM standards defined already but what to do if we want to generate a case reference according to the business standards?
Suppose for Greytrix [...]
All of you know that for SageCRM Customization we use simple JavaScript and most of the time we use JS files for defining our functions and business logic.
Anyone can simply Right Click on Page and can see the Source code for your page.
Threatened??
Want to hide all the scripts written on your [...]
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