Author Archives: greysagecrm

Control Display Format of Search Select Advanced fields in Sage CRM-II

In our earlier blog, we have explained how to Control Display Format for Person SSA field in Sage CRM. In this blog, we will explain how to format 2 fields and then display concatenated string within Search Select Advanced (SSA) fields. New Stuff: Mark Business Email field as Optional on Company Entry screen of Mobile… Read More »

Mark Business Email field as Optional on Company Entry screen of Mobile Theme in Sage CRM v7.3

In my previous blog, we have explained how an extra information can be displayed in Appointment section of Calendar tab of Sage CRM Mobile Theme. In this blog, we will explain how to make Business Email field as Optional. New Stuff: Display Additional information on Calendar screen of Sage CRM Mobile App In Sage CRM… Read More »

Display Additional information on Calendar screen of Sage CRM Mobile App

Sage CRM Mobile APP provides allows users to create new Tasks or Appointment and most importantly manage their day to day activities day by day. In this blog, we will explain how to display Additional information for the Appointments that are visible into the Calendar menu. Refer highlighted section for your reference. New Stuff: Troubleshooting Sage… Read More »

Troubleshooting Sage CRM’s Customized Data Upload Routine Issue

As we all are familiar, Sage CRM has provided the facility to create multiple Primary and Secondary entities to maintain data in system either by making data entries manually or by  uploading large number of records at a time. Sage CRM’s flexibility has helped the users to not only use the data upload routine for standard… Read More »

GUMU™ for Sage CRM – Sage X3 Integration | Greytrix

Greytrix a decade old Sage Premier Gold Development Partner known for its award-winning real-time, bi-directional, multi-company GUMU™ Sage CRM integrations with Sage 100 (MAS90/200), Sage 500 (MAS 500) and Sage 300 (Accpac) now integrates Sage’s Premier ERP – Sage X3 with Sage CRM so you can continue being a part of the Sage Family. Sage also provides the option to integrate Sage CRM… Read More »

Working with integrated Quotes and Orders screen

Hello everyone!! As you know, we have been writing blogs on Sage CRM and 300 ERP integration features and issues pertaining to it. In this blog topic, we will be discussing an issue which is linked to integrated Quotes and Orders screen. New Stuff: Use Escalation Rules for Birthday and Anniversary wishes Recently, while setting up… Read More »