Sage CRM Self-service access can be given to Customer to view data related to him. Self-service by default shows Customer Cases, Opportunity etc. Recently one of our Implementation team member asked us our development team if they can display Document History of Customer in Self-service and answer is yes, it can be displayed. New Stuff: Apply… Read More: Display Sage 300 Customer Document History in Sage CRM Self… »
Sage has introduced inbuilt Client Side API from Sage CRM v7.2 onwards. In this blog post, we will explain how styles can be applied to Sage CRM fields by client side API. New Stuff: Restrict Users to create order if Credit Limit is exceeded Let’s consider that you want to apply style for the fields… Read More: Apply Styles to Sage CRM Fields »
Our GUMU for Sage CRM – Sage 100 integration is link is real time bi-directional integration link. One of its exclusive feature is that it is a customizable link and we can customize GUMU to suite your company business process. Just to illustrate, we came across a scenario wherein a client came up with a… Read More: Restrict Users to create order if Credit Limit is exceeded »
GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link. Now we are coming up with new feature in our new GUMU™ for Sage CRM – Sage 100 integration, where user can Import/Promote vendors from Sage CRM to Sage 100 and vice versa. New Stuff: GUMU™ Module installation for Sage 100 Premium… Read More: Real time changes from Sage 100 to Sage CRM for… »
GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Now in addition to synching of address, we are coming up with new GUMU version where we will be adding vendor synching part as well to GUMU… Read More: Creating additional purchase Addresses from Sage CRM to Sage 100… »
As we know that Dot net API provide various functions using which we can highlight the rows, columns or field by giving background color. The standard function will only highlight the field with a color but we can also change the setting to highlight the border of the field. New Stuff: Access to Add File in… Read More: Highlight fields using Client side API in Sage CRM »
This article has been prompted by a question I was asked at a recent Client Side training. Can a system administrator limit certain rights on reports so that they can only be executed after office hours? This question took me into a neutral mode for a minute. I was like how can I achieve these?… Read More: Hiding Report Category for Specific Time »
We are looking forward to exhibiting at the Sage Connect – 2016 at Technology Park, Sydney Australia on 18th and 19th Feb 2016. Greytrix takes this as an invaluable opportunity to introduce partners and customers insights about outside the box solution for taking Customer Interactions to the next level using its GUMU™ integration with eCommerce… Read More: We’re Exhibiting!! Sage Connect – 2016 »
In Sage CRM Relationship tab is available in all Primary entities this functionality allow us to create “one to many”, “many to one” and some reciprocal relationship between the data. Using the relationship and its related views we can create reports from various entities. New Stuff: Retrieve Key Value using Custom URL In today’s blog, we… Read More: Views and Reports on relationships in Sage CRM »
