Author Archives: greysagecrm

How to enable Quotes & Orders tab against Opportunity?

By now, we all are familiar with the various Businesses across the world and its necessity to track the Sales and Purchase details. Sage CRM is very much capable in managing the Sales process with the help of various entities such as Lead, Opportunity, Quotes, and Orders etc. But as every business has a slight… Read More »

Feature to Control Escalations in Sage CRM 7.2 and 7.3

Escalation is one of the main and useful functionality in CRM when it comes to sending notifications, triggering mails, maintaining SLA etc. With the introduction of Sage CRM 7.2 and 7.3, controlling and configuring escalations rules has becomes very easy now days. I will explain you the same in today’s blog. New Stuff: GUMU™ for Sage… Read More »

Data Upload using Deduplication – Part 2

As you all are familiar, Sage CRM has eased the efforts of data capturing task by providing the feature of Data upload. It has also facilitated to manage or avoid duplicate data with the help of Deduplication feature. But have you ever wished to get a combination of these two features within same job??? New… Read More »

Calling Javascript function from Workflow progress screen

By far we all know, Sage CRM has been proved very much capable to handle various tricky scenarios through implementation. Client side API has reduced lot of customization efforts through the JavaScript codes used in it. We have already posted few blogs about writing JavaScript codes in .js files and calling the same in Custom… Read More »

Sage 500 ERP – Sage CRM integration : Lets grow together

We all have read the Sage 500 Road Ahead at Sage Summit. It’s not going anywhere!!One of the most important missing feature is a CRM integration. CRM is no longer a option these days and what’s better than being a part of Sage Family by integrating your Sage 500 with Sage CRM. Like our other… Read More »

GUMU™ for Sage CRM – Sage 100 integration with AvaTax – III

In our previous blog we discussed about validating both Warehouse address (origin address) and Shipping address (Destination address) on creation of Orders in Sage CRM which takes more time. To overcome this we added a feature of Validating Address in bulk,we would discusses the same in this blog. New Stuff: Import Vendors in Sage CRM… Read More »