Author Archives: greysagecrm

Handling URL’s in COM API part 2

In my previous blog, I had explained how to handle the crashing of pages by passing the parameters in URL. http://sagecrmaddons.blogspot.com/2011/01/handling-urls-in-com-api-part-1.html In this blog, I would like to explain how to create the URL at Server side, access them and use them at the client side scripting. Well, this scenario mostly comes when you are… Read More: Handling URL’s in COM API part 2 »

Data Upload in Sage CRM

Few years back most of the organizations maintained their employees, customers, leads, prospects etc details in an excel file for their reference. Then Sage introduced an advance application called Customer Relationship Management (CRM). Sage CRM provided users a platform to maintain their new information in the structured and well formed way. In CRM user can… Read More: Data Upload in Sage CRM »

Custom filter screen with default filter on Date Field options

Earlier I had posted a blog: http://sagecrmaddons.blogspot.com/2010/12/date-ing-tips.html In which I had elaborated how to handle the date field in the custom search screen as it is little bit tedious task to do. Now in this section I will be more descriptive on how to make the date field default in the custom filters. Some days… Read More: Custom filter screen with default filter on Date Field options »

Create Follow-Up Task after Filing Email in Sage CRM from Outlook

As a part of standard Sage CRM and Outlook integration, we can file an email in CRM using the button provided as shown below: Now when user selects an email and clicks on the “File E-mail” button, a filing window gets appeared on the screen as below: “File E-Mail” button just files an email in… Read More: Create Follow-Up Task after Filing Email in Sage CRM from… »

GUMU for Sage SalesLogix – Sage 50

Greytrix has released GUMU(tm) for Sage Saleslogix – Sage 50 Integration for Sage Saleslogix version 7.5 and Sage 50. This is a real time bi directional integration between Sage Saleslogix and Sage 50 Integration. Features: Multi-Company Integration – GUMU(tm) for Sage Saleslogix – Sage 50 Integration allows you to integrate multiple Sage 50 companies with… Read More: GUMU for Sage SalesLogix – Sage 50 »