While working on CRM implementation we often tumble upon the IIS settings. Various IIS setting are playing very important role in most of the functionalities of Sage CRM like document drop functionality, data upload feature etc. If you face any such issues below are some of the IIS settings you can check to try and… Read More »
Crystal Reports is a business intelligence application used to design and generate reports from a wide range of data sources. As we know Sage CRM also supports Crystal Reports for precise reporting. In one of the customizations on the current version of Sage CRM I came across an error like “Could not find CLSID for… Read More »
“Creating AR invoices from within Sage CRM to Sage 100 ERP” is one of the major enhancement on which we are working on. We have been receiving various inquiries for this enhancement from partners since long-time and thanks to your suggestions and feedback, to make this comes true. Now Users using GUMU™ Integration for Sage CRM –… Read More »
It is critical to gain an understanding of Web Services configurations in CRM, as in day to day business practices we will keep on coming across the applications which need to communicate with CRM. The basic configurations for sage CRM web services can be done as mentioned below. Go to Administration | System | Web Services. The Web… Read More »
In the recent past I’d received several queries like; users getting logged out of the system whenever they keep their browser in idle state or navigate to other site. How to disable preferences tab for all CRM Users? Well, solutions to all such problems are available in CRM User Guide under user configuration section. Even… Read More »
Whenever we design email features in Sage CRM it’s always a hectic job to test it using actual scenarios. We can’t even use our organizational email servers as a small issue may lead to inboxes flooded with junk e-mails. So there has to be a simple approach to do this. In this blog post I… Read More »
Greytrix has launched a new add-on “GUMU™ for Sage CRM – Advanced Excel import”, which unlocks the capability to import large Excel data into Sage CRM. This tool imports data for Company, Person, Address, Email and Phone entities from Excel to Sage CRM and is very simple and easy to use tool. This tool will… Read More »
When we put multiline text fields on the screen, they work quite well with standard structure. However if you enter the large data, the content expands to fit the limits of the column and it either extends vertically or horizontally. This has no problems however when we have more panels below the screen containing this… Read More »
GUMU™ Integration for Sage CRM-Sage 100(MAS 90/200) ERP has a wide range of features that are helpful and are easy to work with. In this blog, we would be discussing about working of our newly added functionality “Link Customer”. Check now: Link or unlink Sage CRM company with existing Sage 100 ERP Customer Previously, while… Read More »
SP2 patch for sage CRM version 7.2 comes with lots of functionalities we have been waiting for quite a long time. There are lots of enhancements done on document merging and filing functionality. Now the mail merge process is cross-browser compatible, which means you can now perform document merging with Sage CRM entities on browsers… Read More »
