From the monthly archives: July 2011

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By On July 25, 2011

“How is your day going, mate” my colleague poked his head in my cubicle and asked me. It was a perfect day outside, bright and sunny. In India the sunny climate is not as well received it is sunny most of the year. However it was a Friday afternoon and I was getting ready for [...]

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Service CRM for Sage CRM

By On July 22, 2011

For any business firm, monitoring and optimizing services is an imperative task. Considering the fact that whatever is sold needs to be serviced sometime, today’s business demands need to concentrate not only on the Sales, but also on the after sales services.

SageCRM has provided Lead, Opportunity, Quotes, and Orders to maintain the Sales process [...]

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Moving Sage CRM to new server

By On July 21, 2011

Firstly, credit of this blog contents should be given to Pat Dolan, Sage CRM Product Management. He had listed down detail steps to move Sage CRM to a new server. This post can be considered as an extension to our earlier posts (http://www.greytrix.com/blogs/sagecrm/2009/10/12/steps-to-be-remembered-while-moving-sage-crm-database-from-one-server-to-another/) which explains the steps to be followed while [...]

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Workflow for Secondary Entity

By On July 18, 2011

Workflow in Sage CRM can be easily configured for Primary Entity but the out of the box system is not configured to handle workflows for Secondary entity. Jeff, as usual, came up with this fantastic workaround in his blog post

http://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx

Using the above link we were able to enable the workflow for the Secondary [...]

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Real Estate solution for SageCRM

By On July 15, 2011

Some words that I saw on the advertisement on my way home

“Of all the dreams that person dreams in his lifetime, the most desired is the one for owning a house. It is much more than just a real estate purchase or an investment opportunity. Every individual aspires to have a private space [...]

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Greytrix voted as First Sage Gold Development Partner of the Year for SageCRM at Sage Summit

By On July 11, 2011

Thanks to all our friends and followers who made this possible once again in 2011. A big congrats to our friends (Sage Development Partners) too for other Sage Product Lines.

Read more how Greytrix and GUMU add value to your SageCRM…. Source Sage Summit 2011 Diary…8 Questions with Greytrix

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Missing MIME types in IIS Sever

By On July 7, 2011

We have developed custom import routines for various Sage CRM entities where the user can import data from excel/csv files. Following the standard Sage CRM functionality all types of information i.e. successful migration, validations, errors generated during the import are logged in files on the server. Now the users will not have the access to [...]

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Greytrix at Sage Summit Booth Number 326

By On July 5, 2011

Source Sage Summit 2011 Diary…8 Questions with Greytrix http://summitdiary.com/2011/07/01/8-questions-with-greytrix/

We have asked Sage Summit exhibitors to provide their answers to a set of 8 questions in order to help us all learn a bit more about them.

The goal of these questions is to help Summit attendees to identify exhibitors that they might want [...]

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Could not find UpdatePanel with ID

By On July 1, 2011

Everyone must be aware of Sage SalesLogix standard functionality of adding different tabs under main entities by adding the forms under smart parts section of that entity. Other properties that need to be set are “Target Workspace” property to TabControl and “Show In Mode” property to Detail. But what if you are setting all these [...]

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