In Sage CRM for the every standard entity record we can attach different types of documents under “Documents” tab. This feature allows you to categorize the documents as per the contents as well as mark them as Final/Draft. For one of our customers we have designed a custom Tasks module which is used for maintaining… Read More: Update document from summary screen of custom entity »
After integrating Sage 100 (Formerly Sage MAS 90/200) with Sage CRM and SageACT with real-time, bi-directional & Multi-company support. We are now integrating Sage 100 with Sage SalesLogix CRM. We been receiving inquires regarding this integration from many partners since long and thanks for the wonderful feedback and suggestions to make this come true. This is a… Read More: First Look Sage SalesLogix integration with Sage MAS 90 »
Here is another great pipeline feature Sage released for its customers through SP2 upgrade for Sage CRM version 7.1. This tool is very useful in managing file structure through CRM admin section. Now the question is why it would have been that useful? In earlier versions when we create any entity record and add document… Read More: Library Management through administration highlight of Sage CRM 7.1SP2 »
Once while accessing the sage CRM, I enabled the IIS AutoLogin feature. After this CRM did not allow me to login into CRM again even though when I entered the right windows credentials and also my username exists in active directory of domain. So this might have been because i might not have configured active… Read More: Reverting IIS Auto Logon settings from CRM registry »
One day while doing the design of Summary page for one of the custom entities an unobvious thought came into my mind whether I can swap the positions of Button text and Button image on button control. Also following sage CRM standards I wanted to use the standard AddButton feature only tomake sure all the… Read More: Swap Button image and button text Positions »
Sales Forecasting is a standard feature of the SageCRM application for both Individual CRM users and Teams. Its functionality is to allow individual Sales Users to enter forecasts using their opportunity pipeline. Forecasts tab can be seen on My CRM. Sometimes when we try to create a new Forecast for the current year, you might… Read More: Add New Forecast Quarters to create New Forecast »
Sage CRM provides an option to add button to a screen through ‘Button Groups’. For example, if you need to add a button in New Case screen then you can create the Button Group associate it with ‘newcase’ system action. Once this is done the button appears on the New Case screen. Button Groups are… Read More: Add custom button using Access Key in Sage CRM »
We are very much familiar that Sage CRM provides very strong Themes based design using the eWare.css file. It has lots of pre-built CSS classes which are used by standard controls as well as they can be used by the custom controls we create. I am elaborating one such example in this blog. I came across the… Read More: Showing information messages using Content block »
We have seen many integration solutions in past from Greytrix which usually covered Desktop <-> Desktop integration. Today will see its foray into the Desktop <-> Cloud segment with FreshBooks The Leader in Online Invoicing and Sage Peachtree (soon to be re-branded as Sage 50 – US Edition) integration. A one of its kind giving you the… Read More: FreshBooks Connector for Sage Peachtree »
GUMU™ Integration link for Sage CRM and Sage MAS 90/200 ERP (aka Sage 100 ERP) is widely known for providing a range of features and a user friendly interface to its users. GUMU™ Integration is a real time, bi-directional link that integrates your front office and back office at a real-time basis, thus changes made… Read More: GUMU for Sage CRM integration with Sage 100 ERP »
