Web service enables developers to manipulate CRM records remotely with SOAP over HTTP using XML. We can Create/Read/Update/Delete records for each exposed standard and custom entity using Sage CRM Web Services API externally through an application. New Stuff: Hide Edit Button on Quote SWT screen But before Web Services can be accessed, a user account… Read More »
Sage CRM and Sage 300 ERP standard integration is one of the awesome feature provided by Sage. This integration includes various functionalities such as customer/vendor information from Sage 300 ERP, invoice and order details, or even creating, editing quotes and orders to Sage 300 ERP through Sage CRM. New Stuff: Greytrix Development Services for Sage CRM… Read More »
As we all know, every Organization has one or more persons associated with them. Sage CRM also allows to maintain such linking with the help of Company and Person entities which are thereby used to manage Sales and Service records. New Stuff: Greytrix Development Services for Sage CRM Suppose, you are uploading Person/individual data in CRM… Read More »
Today’s business ecosystem is highly competitive, and believe it or not, it is this competition that forces enterprises to innovate. Competition encourages change which will distinguish your enterprise from others through technology, product alterations or by improving the customer experience. If your organization is one of the several companies offering similar product, you are forced… Read More »
In our last blog, we have gone through Synchronization setting in GUMU for Sage CRM – Sage 500 Integration features of our GUMU for Sage CRM – Sage 500. Today in this blog, we will discuss about how to Restrict Sage CRM user from accessing Sage 500 integrated data through Security Matrix features of GUMU Integration. New Stuff: Sage 500… Read More »
GUMU™ for Sage CRM – Sage 500 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 500 to Sage CRM and vice-versa . In our previous blog post, we discussed about creating additional Contacts and addresses in Sage 500 ERP from Sage CRM. Similarly, user can add Additional Contacts and… Read More »
As and when a report is fetched from Sage CRM which include chart then it will display chart on first page and data in subsequent pages. Sometimes, this way of displaying report to business users may not look attractive and it will eliminate the purpose of report. New Stuff: Restrict Users from applying discount to… Read More »
As we know, Sales process is driven with the help of Lead, Opportunity, Quotes and Orders. And, to generate quotes and orders, we link the products and their prices in Quotes and Orders tab against Opportunity. This Quotes and Order functionality also comes with a feature wherein we can apply discount to an entire order… Read More »
In our previous blog we have discussed about configuring our integration Sage X3 version 7. In our GUMU™ Integration, user is allowed to create additional contact and Address before promoting a customers to Sage X3. Once the customer is promoted to Sage X3, user will not be able to create Additional Address or person. In… Read More »
While doing the User Acceptance Test (UAT) with customer, he requested us to freeze the tab group whenever users move screen in upward and downward direction. Here, we are talking about the several tabs shown on summary record of lead, company, Opportunities, etc. See below screenshot. To make this working, below is the script which… Read More »
