Author Archives: greysagecrm

Salesperson Mapping Functionality in GUMU™ Sage 100 ERP integration

In our GUMU™ integration, we can make use of Salesperson mapping functionality for linking Sage CRM users with Sage 100 (MAS 90/200) Salesperson. This functionality integrates Account Manger field in SageCRM with MAS 90/200 Salesperson field. Please refer the below screenshot. Once Salesperson Mapping functionality is established and territories are build  it will provide all… Read More: Salesperson Mapping Functionality in GUMU™ Sage 100 ERP integration »

Why Notify Time Field is used in Escalation

Sage CRM provides many features at administration level that can be used to make modifications and customizations without having to do intense coding. For e.g. Workflow, Table Level Scripting, Translation. In this blog we am going to explain the notification feature of Escalation in Sage CRM. Escalation is a key tool of CRM to implement different kinds… Read More: Why Notify Time Field is used in Escalation »

Remove New Company and New Person buttons from the New Case screen

Usually the client’s requirements are something to do with enhancing the existing screens or functionality. However sometimes we do come across requirements where they need to remove some features from existing standard screens. Its generally not recommended to take drastic steps but it was a business need. Sage CRM provides us with options to Create… Read More: Remove New Company and New Person buttons from the New… »

Altering / Changing Multiline Text field width on Communication screen

The Administration section Sage CRM provides option not only to add new fields in an entity but also to change the entry type, Caption, Entry Width etc of the existing fields. Once altered these changes get reflected on the screen wherever used. But recently I came across a strange issue. The requirement was to change… Read More: Altering / Changing Multiline Text field width on Communication screen »

Unable to initialize Data Dictionary Invalid Object Name “SYSTEMINFO”

Recently I came across a scenario when I tried logging into the SalesLogix client, an error popped up saying “Unable to initialize Data Dictionary Invalid Object Name “SYSTEMINFO”. It’s a strange issue as a day before I was able to login into the system. Initially I thought SQL services of my machine/server moght be disabled/not… Read More: Unable to initialize Data Dictionary Invalid Object Name “SYSTEMINFO” »

Error while installing bundle in web client

Sage Salelogix provides an easy and robust way for performing the customizations and creating the bundles of the same. Bundles then writes back each change to each table in the Saleslogix database that was edited. It thus helps implementers, Pre-Sales Consultants and Certified Partners to reuse the package, for implementation specific Customizations easily. Recently while… Read More: Error while installing bundle in web client »