Sage CRM setup process automatically creates a website and an application pool in an IIS with pre-defined settings. Sage CRM application runs based on these settings. Any incorrect setting on the application pool can cause Sage CRM application to stop functioning. Most of the settings are set properly in IIS; but there may be a… Read More »
In SageCRM, Table level script can be used for replicating SQL trigger like functionality. Table level scripts help us handle the data update events properly and do corresponding actions within SageCRM. The beauty of it is we can use SageCRM API and write server side JavaScript like functionality to function similar to that of triggers.… Read More »
Workflow is the best selling point of SageCRM and for every business process Progressing entities through workflow is the way to track who is updating what. New Stuff: Advanced E-mail Management Server Options As you know Workflow is based upon “Rules” and “States”. On click of “Rules “respective progress screens opens up. These screens contain… Read More »
As world presses on everything through automation SageCRM has given a provision to configure inbound emails on specific email id’s in order to generate communications, cases etc. automatically. GUMU: ACT! to Sage CRM Migration using GUMU™ Throughout this blog site we have posted many articles in order to configure inbound emails and get the improved performance… Read More »
Greytrix has a special GUMU™ migration utility to migrate data from ACT! to Sage CRM. “GUMU™ migration utility” migrates all of ACT! basic data such as User , Company, Person , Notes, opportunities as well as advanced data such as attachments, communication including emails, records stored in custom fields of ACT! etc. into Sage CRM or… Read More »
Client Side API is much easier to work with Client side customizations rather than using JavaScript. In my previous blog I have explained how we can add column in grid using Client Side API. Below is the link for the same. Related Post: Sage CRM 7.2 Client Side API Adding columns to List at Runtime… Read More »
Database is the most important part of any application. Being business software, Sage CRM handles very delicate data and it is necessary to maintain this data properly in order to insure integrity and improved system performance. New Stuff: Confirm if your Sage CRM system has actually expired There are many ways to enhance the performance… Read More »
Last week we faced this quite strange issue on one of the server when Sage CRM suddenly stops running and shows below error message (Refer below screenshot). Looking at the error we thought it might be due to Sage CRM License Keys expiration; and hence, we checked the License Keys validity but found that it… Read More »
As we all know, Sage CRM is IIS driven application. IIS 7.0 onwards provides greater flexibility for providing the secure access to portals like SageCRM. However some of these enhanced security features if wrongly configured might also affect the functionality of CRM. In my view security settings in IIS should only be touched upon when… Read More »
When it comes to Territories, implementation complexity increases. When it comes to migration of territories and rebalancing the territory structure, it becomes more complex. I have already discussed on this blog how you can swiftly carry our Territory migration. See below link. Related Post: Territory Migration Now I will discuss how to handle rebalancing of… Read More »
