Document Drop feature in Sage CRM allows users to drag-and-drop files as an alternative method of uploading attachments. It provides a short cut for linking documents, e-mails, or any type of file from another application to customer data in CRM. In addition, if a document is dropped onto the icon in any of the communication… Read More: Document Drop Functionality in Communication tab of Sage CRM »
One of our clients was using Sage CRM 7.1 with Internet Explorer 8. Everything was fine until, a user accidentally upgraded his IE version to the latest one i.e. IE 9. After this upgrade; user was not able to login to CRM. Whenever he tried login to CRM, he was getting a message i.e. ‘User… Read More: IE Compatibility View for Sage CRM »
Time zone setting is a very essential part in CRM Migration process, as a result it is recommended to be taken care in pre-requisite well in advance. Whenever, any new records is added though CRM frontend or backend; it takes machine time zone irrespective to the Source Companies time zone. There is no screen available… Read More: Setting Time Zone before migrating data to Sage CRM using… »
Hello folks! Here we are back with one more interesting trick. Some days ago I came across this question on Sage development partner’s forum. Thought I could modify the suggestion with screens and add it over here. Here is the scenario posted by user. Scenario: I have a customer who wants to call an external… Read More: Calling External URL from Workflow »
As we know SageCRM is being used by large group of companies around the world. There is high possibility that on and off basis they may face slowness problem while logging into CRM. There are many ways to enhance the performance of SageCRM application but listing out few of them as we come across while… Read More: Few points to Enhance Performance of your SageCRM »
In Sage CRM, there is a wide range of different functionality. One of that useful functionality is Escalation rules that we can use in our daily basis work like setting notification for user or sending mail to client based on some criteria and many more. By using the same functionality, users can set Birthday reminders… Read More: Set Birthday reminders in Sage CRM »
First let us see what happens when the Validate method is not used for the .NET API screen validation. Below is the new entry screen designed with API and with no validate method implemented. On clicking Save button leaving all required fields blank, validations must be fired to warn user to enter required values in… Read More: .Net API Validate method for Screen level validations »
Being social is a must in today’s world; no matter if it’s an individual or organization. Any means which let you connect to larger set of audience is good for the growing business. Over the recent years sites like Facebook, Twitter have served the purpose well. Considering this, new version of SageCRM 7.2 has also… Read More: Sage CRM 7.2 Facebook Component »
In our previous blog, we discussed about “Importing Customers in Sage CRM using GUMU Integration for Sage CRM-Sage 100 ERP” (formerly Sage MAS 90/200 ERP). Now, we would be explaining step-by-step process of Importing Products in Sage CRM from Sage 100 using GUMU™ Integration. Product needs to be imported to Sage CRM, as only then users would… Read More: Import Product in Sage CRM using GUMU Integration »
Google map’s is one of the advanced tools which helps us keeping track of all the customer sites we may need to visit. Yes Address module itself is the efficient feature available to track this, however seeing it on a map takes the level of visibility to whole new advanced level. We have the component… Read More: Sage CRM Mapping Component »
