I am talking about Cases and CaseProgress Entities. We already know that there are some fields on the case screen for which if the value is changed an entry is made into the tracking note to record this change. I always wondered how do I add some more fields to this tracking note so that… Read More »
Is you client is willing to use SageCRM or SageCRM.com, but along with SageCRM they need their Peachtree data also get inserted or updated on real time and this was the client key point. Then don’t worry how this can be achieved to integrate ERP system with web based system. Here comes Greytrix with Peachtree… Read More »
Have you been postponing your move from QuickBooks into software that better meets your needs because of the costs involved in Data Conversion? Convert one QuickBooks database and one year of history into Sage MAS 90 or Sage MAS 200 ERP or even to Sage MAS 90 or 200 Extended Enterprise Suite FREE* Click here… Read More »
Generally when we see the summary screen of Company, Person, etc. we see that the each field value is set below the field caption. But in the Phone/Email section of Company/Person entity value is displayed on the same line as the caption. Please refer the below screen shot. If you want to place the value… Read More »
GUMU™ for SageCRM – QuickBooks is a web-based integration. It imports all the essential financial details like Sales order, Invoices, Products and customer information from QuickBooks to SageCRM/SageCRM.com. This integration is easy to use, cost effective, accurate and time saving for both salesperson and accountants. The integration allows viewing all financial and customer information of… Read More »
You all may well remember the old saying “A stitch in time saves nine”. Same was the case with Standard Sage CRM – ACCPAC ERP Integration. All the customer data can be easily promoted and sync within Sage ACCPAC ERP and SageCRM but what about the Order Entry ???? So despite of Standard Integration if… Read More »
With reference to the blog written by Jeff http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2009/08/13/creating-a-simple-messaging-system-within-sage-crm.aspx We would like to suggest one more workaround where we need not to create an extra entity but we can use the existing communication entity only Suppose a system administrator wants to pass a message to single user or to group of users in SageCRM; What… Read More »
Do you have duplicate Opportunities in SageCRM and now do you want to resolve this data quandary? You might have used Merge Company or Merge Person functionality which is available with standard SageCRM. We can provide the same functionality with Opportunity where we can merge one opportunity with another. This target opportunity will be from… Read More »
I had posted a blog some days ago explaining disadvantages of Window’s Onload Event method (“for=window event=onload()”) in Custom content for Person Entry Screen. Here we mentioned that this Onload Event works fine for Person area, but it affects the Lead Section where we use Add or Find Button for linking the lead with person.… Read More »
We received an introduction letter which you can utilize after editing/mail merging to send to prospects during your marketing campaign for Sage CRM. This free sales letter promoting SageCRM was written by the marketing and PR professionals at The Sage Closer (www.thesagecloser.com). They were impressed by Greytrix’s recent release of GUMU for SageCRM – QuickBooks,… Read More »
