You can control Sage CRM selection field lookup as per your convenience but it allows you to select only a single lookup at a time. But what if a user wants to control multiple lookup values? New Stuff: Lead De-duplication nice to have featured in Sage CRM 7.3 Let us elaborate with an example. Let’s… Read More »
Yes, you heard it right!!! Now, with the upcoming version Sage CRM 7.3v sage will be coming up with de-duplication feature at Lead level which was earlier restricted to Company and Person entities only. New Stuff: Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration In our recent experiences across the retail businesses we… Read More »
Crystal Reports is a business intelligence application which you can use to create and maintain reports. As you know Crystal reports can also be integrated with Visual studio so that they can be directly access through websites. We implement the same approach for reporting through Sage CRM for our customers. New Stuff: Lead to Company/Person… Read More »
One of the fundamental necessities of Sage CRM’s Sales module is to auto – populate the details within the related entities. Fast processing of data has always been proved time efficient and effortless. We all are aware of field mapping functionality between the two entities Lead & Opportunity but, CRM also allows field mapping of… Read More »
In our earlier post, we had explained how to restrict any particular user from accessing workflow rule. Refer below link. Restricting Workflow rules to Assigned User New Stuff: Secure Documents and Communications in Sage CRM In this blog, we will explain how to restrict access on Workflow Rules based on Teams. Consider an example, where you… Read More »
Sage CRM is an user friendly crm solution in which one can customize the way they want to extract data for analysis and reporting. In this blog post, we will explain how to use Sage CRM Graphic objects to show data in Graphical mode. GUMU Sage CRM integration for Sage 100 ERP Get real-time insights… Read More »
One feature that Sage CRM community world wide was eagerly waiting for is the integration with smarter and easy to use E-Marketing tool. MailChimp is certainly the one that can serve the purpose. Mail Chimp integration is slated to release in SageCRM version 7.3 GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300 MailChimp (www.mailchimp.com/)… Read More »
An ERP system that works in sync with a CRM system can achieve increased efficiencies as well as ROI for both the systems. With Sage 100 ERP – Salesforce.com integration, we have taken your ERP data to the cloud, giving salespeople round-the-clock, 360 degree view of all customer interactions. Attend this webinar to see how… Read More »
Even from Technical Point of view Sage CRM is very much capable to handle various critical solutions. We have already posted few blogs about writing JavaScript codes in .js files and calling the same in Custom Content of any screen. This blog explains such a nice and timesaving trick to call JavaScript function written in… Read More »
Sage CRM allows us to customize data entry in a secured manner. Data security can be provided at various levels for an entity. In this blog post, we will explain how security can be applied in Communications and Documents. New Stuff: Creating Sage 100 ERP Primary contact from sage CRM Sage CRM standard functionality allows… Read More »
