We all are familiar with the Sage CRM installation process, its pre-requisites as well as the Configuration settings stored later. The Microsoft Registry Editor helps to find all the configuration details such as the CompanyName, DefaultDatabase, DefaultDatabaseServer, InstallDirName etc. However, I would like to share one such useful parameter stored in Microsoft Registry which is… Read More »
Sage CRM has been very supportive when it comes to manage data as well as view the same in the form of Reports or Dashboards. Reports proves very useful when you need to track the performance or any information on the fly. Where customizing the data that needs to be extracted in Reports, applying filters… Read More »
Sage CRM has numerous built-in functionalities which helps to manage Customer Relationship all through a single system. Be it recording Customer data, capturing Enquiries, tracking support cases or maintaining follow-up data. Sage CRM’s Email functionality helps in managing both the inbound and outbound communications with ease. But have you ever noticed these Email Communications fails… Read More »
One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen.… Read More »
In Sage CRM Preferences tab is enabled for everyone and individual user can have control over the way the information needs to be displayed. User can set the display of information to better suit the way they work. Example, for sales representative user, their main interest is probably the status of existing opportunities. Using the… Read More »
Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. Sometime it becomes difficult to manually update each Territory security profile rights. But there is an inbuilt feature in Sage CRM where you can Mass update all Parent territories, Security profile and also there sibling territories… Read More »
In today’s blog, we will discuss about how to disable GUMU™ module for any company code in sage 100. New Stuff: Switch between Opportunity and Order/Quotes in Sage CRM By performing following simple steps, user can disable GUMU™ module from Sage 100. 1. Before starting please take complete backup of Sage 100 system. 2. Login… Read More »
In our previous blog, we discussed about Bulk Import Customer feature where in user can import customers from Sage X3 to Sage CRM . Today, in this blog we will go through how to import products in bulk from Sage X3 to Sage CRM using Bulk Product Import functionality using GUMU™ Sage CRM – Sage… Read More »
Our GUMU™ for Sage CRM – Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage CRM user can see all the invoice history data and Sales orders data from Sage CRM on real time basis. New Stuff: Setting require of – Bulk Import from Sage X3… Read More »
GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage ERP’s to Sage CRM and vice versa. Today in this blog, we will discuss about troubleshooting tips for resolving an error message related to ‘Unable to find Sage CRM credentials, set it now?’… Read More »
