You’ve stumbled on this article in your quest for technical tips, updates or know how on Sage solutions frequently posted on our blog. Well this write-up is a bit different from our normal cadence and if you’re participating as an attendee, exhibitor or Sage employee, we hope to see you at Booth #521 and meet… Read More: ATTENDING SAGE SUMMIT 2015? MEET GREYTRIX AT BOOTH #521 »
Marketing is one of the powerful feature of CRM using which we can attract our customers by launching campaigns. Now, with the release of Sage CRM 7.3 version they have integrated Mail Chimp which allows to send mass email for Mail Chimp campaigns. Below is the link which explains how we can integrate MailChimp with… Read More: Mail Chimp Feature Access to Users »
In Sage CRM, when a lead, communication or opportunity is created system provide a provision to create On-screen notification which will act as an alert engine for the user. This On-screen notification will be available under My CRM area. But, there is possibility that user may forget to check the notification area which will lead… Read More: Controlling Notification Count in Sage CRM »
GUMU™ for Sage CRM – QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are number of Synch processes. Today in this blog we will walk through the promote order process. In this GUMU™ integration link, user can create order using standard… Read More: Promote Orders from Sage CRM to QuickBooks using GUMU™ link »
In our previous blog we have already discussed that in our GUMU free text items are promoted to sage 100 as special items. Moving further in this blog we will discuss one of the common issue “Sales Account is required” which users generally face while dealing with special items. New Stuff: Calculate Sales tax in Sage… Read More: GUMU Tips – Creating Sales Orders using Free Text Items »
In our previous blog, we discussed about creating orders using Special item. In this blog, we will discuss about creating orders using comment Line item. Comments items are Non-Inventory and Non chargeable items which are added in the Sales orders to provide additional information about the line item added. Using GUMU™ Sage CRM – Sage… Read More: Promote order from Sage CRM to Sage 100 using comment… »
In the previous blog, we talked about the new and exciting GUMU feature of GUMU Customizer functionality for Sage X3 and Sage CRM integration. In this blog, we will focus on how we can use GUMU Customizer to create Sage CRM grids to display data on real time basis from Sage ERP X3. New Stuff:… Read More: What’s New – Creating Grids in Sage CRM to display… »
GUMU™ Sage CRM – Sage Pro integration is real bi-directional integration. This is now compatible with latest Sage CRM 7.3 version. This new integration now also supports multiple browsers. New Stuff: GUMU™ Sage CRM – Sage 100 Integration – New Features In addition to this now since it is compatible with all browsers, user will… Read More: GUMU for Sage CRM-Sage PRO is now compatible with latest… »
Hi folks! Hope you all know the importance of Lead entity in Sage CRM, and also you all must be familiar of “Customer Details” and “Primary Contact Details” blocks available on lead summary screen. These two block has two hyperlinks on it (i.e. Add or Find this Customer & Add or Find this Person). See… Read More: Hiding Add or Find Person hyperlink »
Hi folks! Hope you all must be aware of “SSA” (i.e. Search Select Advance) field in crm. I will define it in one sentence “Acts as a bridge between two entities”. Now, I will explain it in more detail by taking two scenario’s (i.e. Standard entity, customized entity). What exactly I want to say is… Read More: Behavior of SSA field in Customized entity »
