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: How to Edit Summary Report »
With the help of scripting we can help our customers to achieve their requirement and make it more usable. In this blog, I will explain how we can restrict users to have access to certain entity such as Advanced Find and Keyword search which appears when Find button is clicked. New stuff: Highlight Checked Checkboxes using… Read More: Restrict access to certain entity with SQL conditions »
In Sage CRM, we not only use data fields to complete the profiling of a customer but GUI widgets can be used which allow user to make binary choice i.e. checkbox on CRM screens. In this blog, I will explain that how we can highlight the checkboxes with border which are checked by user with… Read More: Highlight Checked Checkboxes using jQuery »
We all know that we can perform various functionalities with grid using CSS. From previous blog, we understood that how we can highlight Grid Header with specific colour in Sage CRM. Now, in this blog, I will explain how we can apply border to a grid to make it more appealing. New Stuff: How to increase… Read More: Grid Manipulation Using CSS – Part 2 »
In our previous blog, we gone through how to create GUMU configuration screen at Sage X3 side. In this blog we will discuss how to create Menu Sub Module and Navigation for GUMU configuration screen at Sage X3 Side New Stuff: Implementing Real time synchronization from Sage X3 to Sage CRM using GUMU Lets walk through how to create Menu sub mi-module and navigation for GUMU configuration screen,… Read More: GUMU Configuration for Sage CRM- Sage ERP X3 (v7.0 onwards)… »
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 verse. New Stuff: Implementing Real time synchronization from Sage X3 to Sage CRM using GUMU From v 7.0 onwards, user can access Sage X3 through web browser. In order to access GUMU configuration screen through web browser we have to first create… Read More: GUMU Configuration for Sage CRM- Sage ERP X3 (v7.0 onwards)… »
In Sage CRM there is one great feature i.e. Documents Drop by which you can upload the document very quickly. Also, you can enable/Disable this feature based on the Users profile. In this blog we are going to explain you how to enable or disable this functionality based on the User profile. New Stuff: Renaming… Read More: Enable / Disable Document Drop functionality based on User Profile »
Sage CRM- Self Service is portal which allows your Customers, Venders and Business Partners to view there relevant information, Queries, complaints etc. by logging into the Self Service Portal. When you are installing the Sage CRM, it allows you to install the Self-service or not. If you installed the Self service. Your Self- service gets… Read More: Renaming of Self Service URL »
GUMU™ for Sage CRM – Sage X3 integration is real time bi-directional integration which sync all the customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Today in this blog, we will discuss about troubleshooting tips for resolving error message “Error while reading webservices description” on Sage CRM server. New Stuff: Implementing Real time… Read More: How to resolve error while reading webservices description – Troubleshooting… »
GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link .i.e. any changes made either in Sage CRM or Sage 100 will be replicated immediately in the other system. In this blog, we will discuss how GUMU™ integration can be configured along with vendor integration, so Sage CRM user can Import/Promote vendors… Read More: Configure GUMU™ for Sage CRM – Sage 100 Integration for… »
