Your email signature is as important as any other part of your corporate identity. Having a unified signature across the organization is the professional thing to do. You can even add any upcoming further events in organization. In below blog we have explain how you can create default Email Template with Signature of User and… Read More: Add an Auto Signature in Email body in Sage CRM »
While creating a project plan, you will begin with mapping out various tasks, dependencies, Resources. While doing that, you need to remember about a very important component of any project plan: Milestones. First you need to understand the difference between Task and Milestone. Task: A Task is an activity that team needs to accomplish in a defined… Read More: Benefit of Using Milestones in Project Plan »
We help in migrating data from a number of Source CRM (i.e. Act!, Goldmine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration center. In Salesforce.com to Sage CRM migration, we converts all existing information such as Account, Contact, Opportunities, Cases, Leads, Notes, Users, Tasks, Events and Attachments… Read More: Migrate Opportunity from Salesforce to Sage CRM »
Sage CRM is an effective business management tool that sustains sales, customer service, and marketing processes. It provides a well-defined platform for all business units to interact with their clients, fulfill their needs and demands effectively, assisting organizations to automate, manage and analyze customer interactions improving business relationships. Greytrix is now one of the primary… Read More: 5 things Sage CRM can do with Sage CRM Diagnostic… »
In our previous blog series, we discussed about installing and configuring Sage 100 SData. In this blog, we will discuss about creating a gadget in Sage CRM which will display Sage 100 AR invoices from Sage 100 in Sage CRM using SData. New Stuff: Displaying quantity on hand information in Sage CRM in GUMU for Sage CRM… Read More: How to create gadget in Sage CRM to view Sage… »
In Sage CRM user can export data into Excel/PDF/CSV using Export to file button available on Search screen. You can also restrict access to this button to make it available only for Managers and Administrators. You can refer below blog link for your reference. Related Post: Hide Export data option for Non admin users By default, when you… Read More: How to add more columns in Export to file documents »
Sage CRM provides Report functionality through which we can create simple as well as complex report in CRM. Report helps us in getting clear idea about ongoing work also. New Stuff: Troubleshooting an error message of GUMU™ Integration – ‘File does not exist’ In CRM, we have reports of different categories like Activity reports, Campaign, Customer… Read More: Remove ‘All Report Categories’ option from Reports Menu »
GUMU™ for Sage CRM – Sage ERP’s (i.e. 100/EM/500/300/Pro) integration is a real-time bi-directional link where we synchronize all the customer data from Sage ERP’s to Sage CRM and vice versa. Today in this blog, we will discuss about troubleshooting tips for resolving an error message related to ‘File does not exist’ which occurs on the… Read More: Troubleshooting an error message of GUMU™ Integration – ‘File does… »
GUMU™ for Sage CRM and Sage X3 Integration Link is a real time, bi-directional link that integrates Sage X3 and Sage CRM data. New Stuff: GUMU for Sage CRM- Sage ERP X3 – Sage ERP X3 Side Configuration Today we will discuss pricing loading functionality of GUMU for Sage CRM – SageX3 Integration. GUMU™ provides Sage… Read More: Real Time pricing loading on Quote/Order item screen in GUMU™… »
GUMU™ Integration has a User Friendly Interface with Real time bi-directional link that integrates your front and back office, as a result making changes in either of the systems is directly reflected into another system or vice-versa. New Stuff: Synching Sage 100 memos in Sage CRM using GUMU™ Integration We can always customize our GUMU as… Read More: Displaying quantity on hand information in Sage CRM in GUMU… »
