Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. In this blog, we will discuss how to allow direct rights in territories to specific Users. Let’s consider one example where User A belongs to Mumbai Sales team and associated with Sales Rep Profile. Sales Rep… Read More »
Hi Folks! In standard CRM escalation conditions you must have seen “#” symbol used to get certain values on run time. Through this article I would be explaining you in detail about the usage of “#” symbol. New Stuff: How to bind Custom List in Dot net using Select SQL The #Codes are a set of… Read More »
As we know we can create list in Sage CRM which can be attached to a table or view. Using .net technology, we can filter the list with specific record with certain condition given to it. But, what if we need to bind the custom list with Select SQL statement. This blog article will help… Read More »
‘Windows could not start the Apache Tomcat CRM Tomcat7 service’ is the most terrifying error found in Sage CRM 7.x history. Sage CRM with failed tomcat service affects large amount of features of CRM application such as Dashboards, Mail merge functionality, Documents uploading etc. There can be various reasons for failure of Tomcat service, however,… Read More »
In our previous blog, we have gone through with the steps for creating custom field on customer screen. This is the continuation of the same where we will be discussing about the steps for adding Custom field on Sales order screen. New Stuff: Creating Custom field in QuickBooks on Customer screen For adding any field on Sales… Read More »
GUMU™ for Sage CRM – Sage X3 integration link is real time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. New Stuff: How to resolve error while reading webservices description – Troubleshooting Tips In our GUMU™ for Sage CRM – Sage X3 Integration link, we use Sage X3 Web Services… Read More »
In our previous blog, we discussed about address syncing using our GUMU™ for Sage CRM – QuickBooks integration. Today in this blog, we will be discussing about creating a custom field in QuickBooks which will be later integrated using GUMU™ integration New Stuff: Synchronize Contact between Sage CRM-QuickBooks using GUMU Integration For creating custom field, user will… Read More »
In our previous blog post, we went through the steps to create additional addresses and contacts from Sage CRM to Sage X3 ERP. In this blog, we will discuss how to create primary Contact at Sage X3 using GUMU™ Integration. New Stuff: How to resolve error while reading webservices description – Troubleshooting Tips Sage CRM user will have… Read More »
Our GUMU for Sage CRM – Sage Pro is a real time bi-directional link which synchronize data from Sage CRM to Sage Pro and vice versa. Today, in this blog we will discuss creating or setting up the Primary person at Sage PRO ERP using GUMU™ Integration. New Stuff: GUMU Sage CRM side configuration for Sage 100… Read More »
