Using the Keyword Search in Sage CRM, you can perform a search across all text fields on any of the primary CRM entities by typing key terms in the search field. In this blog post, we will go over some tips and tricks to get the most out of the keyword search. The CRM keyword… Read More »
In our previous blog post, we went through the steps to create additional addresses and contacts from sage CRM to Sage 100 ERP. Continuing the same series, we will discuss creating or setting up the Primary person at sage 100 ERP using GUMU™ Integration.New Stuff: Promote Customers from Sage CRM to Sage 100 ERPCreating/setting-up Primary… Read More »
GUMU™ for Sage CRM – Sage 100 ERP integration is a real time bi-directional link i.e. any changes made either in Sage CRM or Sage 100 ERP will be replicated immediately in the other system. New Stuff: Clone Quotes and Orders in Sage CRM In GUMU™ integration, for updating changes from Sage 100 ERP to… Read More »
Hi readers! The screen which appears in CRM for the available entities contains fields which are placed with proper alignment (i.e. Row width, Column width). When we approach to our clients for the requirement gathering most of the time client asks to change the look and feel of the screens. New Stuff: Change default appearance… Read More »
Sage CRM is very much capable to implement various business solutions with a simple tricks. We have already posted several blogs regarding style sheet in CRM where we can achieve different business needs with simple configurations. In this blog I will explain how to change default appearance of Notification area in Sage CRM 7.2 New… Read More »
Sage CRM has always been proved very much flexible to incorporate various business needs with an ease. We have seen a lot of posts where we can achieve different requirements with simple configurations. This blog explains one such trick for CRM’s Recent list, which is helpful for CRM users to find their favorites easily accessible.… Read More »
In our previous blog post, we discussed about steps for configuring GUMU for Sage CRM – Sage X3 integration from Sage CRM side. In this blog post, we will discuss about various synchronization processes which need to be run after GUMU integration is configured. Sage CRM system admin has to run below processes in order… Read More »
We talk a lot about implementer’s and testers even sometimes about developers who work on CRM. There have never been much of tips or tricks discussed for Consultants. This made me write something for Presales consultants today! I kept this topic for an open discussion among various CRM experts to gather as much opinions as… Read More »
Using our GUMU for Sage CRM – Sage 100 ERP integration, users can have a 360 degree view of customer data within both the systems. In our previous blog post, we have already discussed how to import customer data from Sage 100 ERP to Sage CRM. Moving forward in this post, we will discuss the… Read More »
In our new integration product (Sage ERP X3-Sage CRM), we have provided users with a feature where users can promote Orders, Customers and Quotes from Sage CRM to Sage ERP X3. In our previous blog posts, we discussed steps to promote a customer from Sage CRM to Sage ERP X3 and linking existing Sage ERP… Read More »
