Hi folks! This article is about removing hyperlinks on Quote/Quote line item grid. We know once line item has been entered in Sage CRM against Order/Quote, the same would be visible on line item grid as shown in below screenshots. Users can edit line items by clicking on product name hyperlink on individual items. New … Read More »
Businesses small or large employ two crucial systems in their organization for an efficient business process – Sage X3 deals with the backend operations and Sage CRM for the frontend operations. Sage X3 manages the post-order customer information. This includes purchase history, account information, shipping information and supply chain management details. On the contrary, Sage… Read More »
Our GUMU™ for Sage CRM – Sage 500 integration is a bi-directional integration link where changes made to customer from Sage 500 to sage CRM reflect on real time basis and vice-versa. In our previous blog post, we went through steps to install and configure GUMU scripts at Sage 500. In this blog post, we will… Read More »
In the below blog I will be explaining about a feature that’s been available since CRM version 6.2. This feature can help you sync fields from Company/Person/Address entities of the CRM Appointment/Task to the available Outlook Appointment/Task body. New Stuff: How to set the background Color of Fusion Chart Report Here, we are going to explain… Read More »
As discussed in our previous blog, we are coming with new version of our GUMU for Sage CRM – Sage 50 integration with modified and web based UI. Latest version of integration is compatible with both Desktop and Cloud version of Sage CRM. With this new UI and web based concept, we have added many… Read More »
Fusion charts in SageCRM improves the overall visual experience of reports. We can use the Fusion chart in Dashboard, blocks and Standard reports. Also, we can use different features of the Fusion chart i.e. Slicing Movement and Printing intelligent label management, custom tooltips, visually editable charts, multi-lingual charts etc. New Stuff: Cloning Interactive Dashboard In this… Read More »
In our previous blog post, we went through the steps to create additional addresses and contacts from Sage CRM to Sage 500 ERP. In this blog, we will discuss how to create primary Contact at Sage 500 using GUMU Integration. New Stuff: Promote Customers from Sage CRM to Sage 100 ERP For promoting contact from Sage CRM… Read More »
Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard… Read More »
With the help of Pipeline view in Sage CRM we can easily view the current status of Opportunities and Cases based on the respective stages in CRM. Clicking on a section of the pipeline or on one of the stage hyperlinks underneath the pipeline drills down the Statistics panel to show statistics for the selected… Read More »
In Sage CRM we can see Summary report button on Standard Entities like Company, Person, Opportunity, Case etc. Which will summarize details about these entities on single screen. New Stuff: Restrict access to certain entity with SQL conditions Here I will explain how to edit contents of these Summary reports. I will take example of Company… Read More »
