Author Archives: greysagecrm

File Outbound Emails in Sage CRM

Sage CRM’s Email functionality helps us to track Inbound and Outbound communications easily. We can also send the emails using Outlook from CRM. For this, you need to integrate the Outlook with CRM. New Stuff: Control Access Rights of Entity tabs in Sage CRM While sending an email from CRM to any registered email id against… Read More »

Control Access Rights of Entity tabs in Sage CRM

Sage CRM has a complex and sophisticated Security mechanism implemented as automatic alteration of the SQL used to fetch either the application data to the screen or the metadata that controls the availability of features. One such feature is related to the various Entity Tabs which displays the List or Screens for Users. Since not… Read More »

Display Entity’s Record Id on Screens in Sage CRM

Sage CRM’s various entities, be it Primary or Secondary have a unique identity value generated against each of its records. This id values getting auto-generated reduces the efforts of developer in order to create a unique identifier for the entities. Though these values are visible at Database level, there is no standard way of displaying… Read More »

GUMU™ for Sage CRM- Sage X3 integration is compatible with New Sage CRM version 2017 R3

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Our GUMU™ integration link is now compatible with the latest version of Sage CRM v2017 R3 version. From ERP Side, it is already compatible till Sage X3 V11 version.… Read More »

Notify Users By Sending Set of Recurring SMS from Sage CRM

Sage CRM is an enterprise management tool that has helped businesses deliver insights that matter the most in their day to day business. Sage CRM brings to your business a unique tool/feature wherein users can be notified through various types of alerts such as Emails, On-screen notifications and SMS. The specific means of triggering CRM… Read More »

Make your Sage CRM Project Manager Compatible with Sage CRM 2017 Release

The latest release of Sage CRM 2017 R1 and R2 expands your business horizon by introducing extended benefits and new features for enterprises. This includes an enriched user experience, simplifying navigation and providing faster access to information for the CRM users. Greytrix, a Sage ERP – Sage CRM Gold Development Partner, has enriched its CRM… Read More »