Author Archives: greysagecrm

Sage ERP X3 integration with Sage CRM – Troubleshooting Tips

Recently, we released, GUMU for Sage CRM – Sage ERP X3 integration. Our GUMU for Sage CRM – Sage ERP X3 is a real time, bidirectional link. In this blog, we will go through an Error message which user may face while using integration and it’s possible solution. New Stuff :GUMU Sage ERP X3 integration… Read More: Sage ERP X3 integration with Sage CRM – Troubleshooting Tips »

GUMU Integration for Sage CRM with Sage 500 ERP is now Cross-Browser Compatible

Our GUMU for Sage CRM – Sage 500 integration is now compatible with multiple browser. So now our user will get more flexibility in using the integration; it does not matters on which browser they uses, they can use our integration without any trouble. They would always be able to use their favorite browser and… Read More: GUMU Integration for Sage CRM with Sage 500 ERP is… »

Sales Metrics for Managers in Sage CRM 7.3

In our last post Sales KPI dashboard in Sage CRM 7.3, we read about dashboards available in latest release of Sage CRM which are termed as Business Accelerators. Today, we will discuss one more type of dashboard which can be used by managers to get the better picture of the organization and current position of sales.… Read More: Sales Metrics for Managers in Sage CRM 7.3 »

Greytrix at TPAC 2015 Canada – Sage 300 ERP Growing Bigger

Its been quite an exciting journey for our team first at Sage South Africa Insights and recently at Sage CRM Bootcamp in Ireland. We now move on to TPAC Ontario, Canada from March 15-18, 2015 and what better place can it be, yes its near the beautiful Niagara Falls. In its 13th Year TPAC has continued to be an important event… Read More: Greytrix at TPAC 2015 Canada – Sage 300 ERP Growing… »

New Tables, Views and Log files introduced in Sage CRM 7.3

With the release of new version of Sage CRM always there comes a question in our mind “What database and other changes will be there?” From a technical consultants point of view we also need to think about the expected changes we need to make, as and when it comes to upgrading from previous version… Read More: New Tables, Views and Log files introduced in Sage CRM… »

Modify Sage CRM Standard Entity Summary Screen to add a new Panel

We have already explained how to modify Standard Entity Summary screen by adding Divider or Subsection to it (Refer below link for more details). https://www.greytrix.com/blogs/sagecrm/2013/07/24/add-divider-or-subsection-for-existing-screen-in-sage-crm/ New Stuff: Eliminate Type field in Company Entry Screen of Sage CRM Recently we came across a requirement wherein we had to modify the Standard Entity screen to add a new panel… Read More: Modify Sage CRM Standard Entity Summary Screen to add a… »

Eliminate Type field in Company Entry Screen of Sage CRM

Recently on the community forums, we came across a question where the user wanted to eliminate Type checkboxes which are available on Company Entry screen in the Person block. Read on to see how it can be done. New Stuff: Default Escalations in CRM 7.3 Steps to Remove Type field are as follows. 1) Log into… Read More: Eliminate Type field in Company Entry Screen of Sage CRM »

Sign up for Sage ERP X3 Sales Conference May 2015 Istanbul – Sneak Peek

Sage ERP X3 Sales Conference #SageGC (formerly Sage ERP X3 Global Convention) is a marquee event for Sage ERP X3 users and partners from across the world and is being hosted this year at the picturesque venue of Istanbul, Turkey. The event, which sees a large gathering of Sage Business Partners, Customers and Prospects under one… Read More: Sign up for Sage ERP X3 Sales Conference May 2015… »

Error exporting reports to excel in CRM part 3

Hi Folks!!! We have been writing blogs explaining issues being faced while exporting reports data in Excel from the time Tomcat was introduced.  Today I will discuss one more such issue I faced recently due to silly configuration mistake of report generator memory. New Stuff: An overview of Greytrix’s Sage CRM Migration Services. I had all… Read More: Error exporting reports to excel in CRM part 3 »