In our earlier posts, we had explained number of Sage CRM Client Side techniques that can be used to customize Sage CRM Screens, Grids, and Fields etc. In this blog, we will explain how to identify the mode of the screen using Client side API method. New Stuff: Display Custom Tool tips in Calendar Tab The… Read More »
Tasks and Appointments of Users are displayed under “My CRM” or “Team CRM” menu in Calendar Tab. In Calendar Tab of “My CRM” user can see his Tasks & Appointments. In “Team CRM” menu, under Calendar Tab user can see the list of all the Teammates Tasks and Appointments. Now if user wants to see… Read More »
The checkbox field creates a list of tick-able options. Checkbox fields have their limitation we can use them to have only 2 options. In Sage CRM If checkbox field is checked then ‘Y’ value is stored in database and if it is unchecked ‘Null’ value is stored in database. New stuff: Mass Update Territory in Sage… Read More »
The “Update Territory” function allows you to simultaneously update same fields in selected records within a group. Due to changes in the business structure such as size, geography, type etc companies are required to change its territory. Then Sage CRM Update Territory function can be used effectively. New Stuff: Signature in Sage CRM In the… Read More »
Nowadays businesses have evolved, we have come a long way from Shops to Websites, E-commerce, home deliveries and then Mobile Apps. New Stuff: Enable Workflow Capability to an existing Entity Major part of service industry is customer satisfaction and feedback. To maintain the Quality of Service and everyday transactions updated. Companies need the data of every… Read More »
Recently we came across a requirement to enable Workflow for one of the existing custom entity that client is using. The custom entity was added into Sage CRM using Sage CRM Main entity component wizard. This is the component wizard that will help you to add new custom entities into the system. It will build… Read More »
In one of our earlier blog we have discussed about Information and Error message feature of Sage CRM 7.2. Information and Error Message feature in Sage CRM v7.2 Now in this blog we are going to discuss the additional uses of Information Message in Sage CRM. We all know Sage CRM Pipeline shows the quick view… Read More »
In our GUMU™ integration, we keep on adding new features which is very helpful for your business process and users. In the upcoming GUMU release, we are planning to add new features which will accelerate the Order Creating and Promotion Process even better as we did previously by adding Quick Line Entry Feature. For this we are planing to add Quick Order Entry feature where user can Create Order using multiple line items and than can promote that Order through Order Summary Screen using Promote Order button. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available Below is the proposed functionality for this feature We will added a new button in the menu section as shown below It will open a screen where user can enter Company and person(We can customize this screen as well to add more field) Once user has selected… Read More »
Date Preferences: A Date is made of three elements namely Month, Date and Year and we can set combinations depending on country to have a date format. Example MM/DD/YY. Sage CRM has different date formats which user can set for his own instance in User Preferences. Once user selects date format, all the date fields… Read More »
Our GUMU™ for Sage CRM – QuickBooks integration link is an external bi-directional link which synchronize data from Sage CRM to QuickBooks and vice versa. Today in this blog, we will explain how to create custom fields in Sage CRM which can be integrated with QuickBooks. New Stuff: Calculate Sales Tax in Sage CRM using AvaTax… Read More »
