Hi folks! Web Services is a methodology which gives developers to add out of the box functionalities in web applications. Sage CRM also support web services and provides very authentic way to work with them. Working with web services is quite complex task and sometimes tricky..!! New Stuff: Increase the size of Search SQL text… Read More: Phone Type Field in Web services »
One of our clients recently contacted us with a requirement, where he wanted to set the default quote/order expiry date on quote/order screen to 30 days after the current date. For this, we do not need to do any customization and it can be handled using Standard Sage CRM settings. For this, you just need… Read More: Default quote expiration/Delivery date setting in Sage CRM »
In the previous blog, we had explained how to add custom entity find screen when accessed through Sage CRM iPhone. In this blog, we will explain how to add custom entity New screen to Sage CRM iPhone. Let’s consider an example: Sage CRM has a custom entity Project and you wanted to add new project… Read More: Codeless Customization: Add Custom Entity New Screen when accessed through… »
Sage CRM v7.2 has introduced a new feature in client side scripting library which helps to customize Sage CRM as per our needs. Recently we came across similar features that can be used to control Sage CRM tabs. New Stuff: Increase the size of Search SQL text Let’s consider an example where the user wants… Read More: Tab Control in Sage CRM v7.2 »
In our previous blog we had discussed about how to configure GUMU for Sage CRM – Sage X3. Moving further in this blog we will go through the synchronization settings available in our GUMU integration in detail. GUMU provides users with the flexibility to restrict their data synching i.e., user can decide the direction in… Read More: Synchronization Setting in GUMU for Sage CRM – Sage ERP… »
In our previous blog we have discussed about the architecture and design of our GUMU integration for Sage ERP X3 and Sage CRM. Moving further in this blog, we will go through configuring GUMU for Sage CRM – Sage X3 integration from Sage CRM after installing the GUMU setup. The highlight of the integration is that you can integrate multiple… Read More: GUMU for Sage CRM – ERP X3 – GUMU Sage… »
In our previous blog we have gone through the steps to Import Business Partner from Sage ERP X3 to Sage CRM. In this blog, we will discuss about Import Products feature of GUMU integration. Using this feature, user can Import the Products from Sage ERP X3 to Sage CRM. Once these products are available in Sage… Read More: GUMU for Sage CRM – ERP X3 – Import Product »
In our previous blog , we had discussed about various GUMU for Sage CRM – ERP X3 features like Import Customer, Import Product, and Synchronize Dropdown etc. In this blog, we will go through the feature of Promoting Customers from Sage CRM to Sage ERP X3. Our GUMU integration provides users with the ability to… Read More: Promote Customer from Sage CRM to Sage ERP X3 »
In our earlier blog, we had discussed how reports styles can be changed to get impressive reports in Sage CRM. https://www.greytrix.com/blogs/sagecrm/2014/09/12/get-impressive-reports-by-adjusting-report-styles-in-sage-crm/ New Stuff: Include your Company Logo in Sage CRM Reports Going further, in this blog, we will explain how Report Header, Details and Title etc. can be formatted as per requirement. In Sage CRM, Reports… Read More: Get impressive PDF Reports by adjusting Report Styles in Sage… »
In our previous blog post, we discussed about configuring QB Integration with Sage CRM using GUMU Integration. Our GUMU for Sage CRM – QuickBooks is an External sync Utility where it integrate s the Customer Data bi-directionally from QB to CRM and CRM to QB. In this blog, we will go through various synchronization processes… Read More: GUMU for Sage CRM – QuickBooks integration – Synchronization processes »
