Duplicate records created while progressing Custom Entity workflow

Workflow plays a vital role in Sage CRM. Designing and implementing business process in CRM in order to let the same process flow to be followed as it was out of the system, is easily achieved in Sage CRM. Another advantage is the provision to not only create Custom entities in CRM but also apply… Read More »

Enhancements to Notification list in Sage CRM

Sage CRM has never failed to amaze us with various exciting features, be it related to new functionalities or user interface. The ease in adapting changes with few steps of configurations is a value added advantage of Sage CRM. In this blog, we will explain how we adapted changes in Notification list of CRM. New… Read More »

How to customize Grid’s column header caption in Sage CRM on runtime?

The Grid or List in Sage CRM allows user to view the multiple records on a single page. Sage CRM also allows Users to personalize the settings i.e. chose the number of records they wish to see in the list; from the Preferences tab. Besides this, these lists can be customized to a greater extent… Read More »

Report on Combined Note records for Custom Entity

As we all know Sage CRM provides lots of functionality to users to track their business data. For this type of scenario, most useful feature is “Reports”. The reports are very useful for mangers to see growth of work in a certain period of time. User can design their reports as per user preference. Recently,… Read More »

Sage CRM 2018 R3: Issue while exporting report to XLSX

Sage CRM’s reporting tool has helped to get a clear picture of all the work data in a very efficient way. Users can either fetch all the data at once or apply various criteria such as date, company, or stage of the record to get the data in an appropriate manner. Different report display options… Read More »

Issue while loading records on Ticket List in Self Service Portal

Latest version of Sage CRM Self Service portal is fully customer responsive. Self-service portal is designed in such a way that customer can easily adopt the portal. With self-service portal customer can access cases i.e. ticket or related notes as per business needs. Beauty of portal is that customer can create ticket, can see all… Read More »

GUMU™ Sage CRM – QuickBooks Integration is now compatible with QuickBooks US Enterprise v2019

Our GUMU™ for Sage CRM – QuickBooks Integration Link is an external/ bi-directional synch utility that integrates QuickBooks and Sage CRM. GUMU™ Integration synchronizes data with the help of scheduler, data is updated bi-directionally. Our GUMU™ Sage CRM – QuickBooks Integration is compatible with Sage CRM v2019 R1 and QuickBooks US Enterprise v2019. New Stuff: Configuring… Read More »

How to identify the GUMU™ version of Sage CRM – Sage X3 Integration

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional integration between Sage CRM and Sage X3 through which users can access customer, invoice and order information from either of these two systems. New Stuff: Pre– Requisites for installing GUMU for Sage CRM- Sage X3 We always release the new version of GUMU with… Read More »

Permission at Administrative Level

Sometime when the user tries to change some configuration at the administrative level in Sage CRM. Mostly it happens when Sage CRM is newly installed. With the help of below contain we can easily handle it. New Stuff: Incorporate Case filter screen in Self Service portal Suppose one of user tries to change Logging configuration… Read More »

Customization for exporting Notes

Hello everyone! In my previous blog I have explained how we can export notes for leads using sage CRM’s standard report functionality. We can do the same with the help of coding as well. New Stuff: Client Side Script to Concatenate Address Recently, one of our client asked us to add a button on notes… Read More »