Sage CRM comes with a feature of uploading documents against the primary entities such as Case, Company and Opportunity etc. These documents let it be of any type such as a PDF, DOCX or a jpeg file, can be found under the documents tab against an entity. However when you customize this module, there are… Read More »
Nowadays in every business, data security has become a Key factor. An application that allows managing it without writing any line of code is very helpful. Sage CRM provides feature for managing data access rights not only for normal users but also for power users like administrators at the time of user creation. In this… Read More »
When it comes to client side add-ons with web application, it always becomes difficult to set them up due to security restrictions. Outlook integration is one of such functionality provided by Sage CRM which hugely depends on client environment. Over last few days we have posted series of blogs on classic Outlook integration plugin using… Read More »
Hi folks “GREETINGS OF THE DAY”! Nowadays life has become very fast and every minute counts. In this faster world we don’t have time to write letters and e-mail has become popular way of communication. All new age software’s must address all emailing requirements when it comes to business and SageCRM is no different. Outbound… Read More »
It was just in November that we had celebrated the 600-blog count mark for CRM. In just 5 months, this count has crossed 700-blog count. And we are all celebrating this achievement at the Greytrix camp. We thank all the readers and contributors who have constantly given their valuable inputs and helped us achieve this… Read More »
In Sage CRM customizations most of the times we need query string (URL) parameters to be used in the code. As far as server side programming is concerned, there are several ways by which we can get URL values and use them. Complexity increases when it comes to client side scripting. One needs to write… Read More »
Every morning when we go for a walk, we find number of advertisements, banners alongside the road. However the one’s with descriptive images catch more attention. It’s a proven fact that Descriptive images are lot better and eye catching as compared to long descriptions. Now how does it relate to the topic I am discussing… Read More »
In our previous few blogs, we had discussed about how GUMU migrates ACT! Data like Contact, Company, Notes and Opportunity to Sage CRM. Here we will discuss about how ACT! History and Activity can be migrated to Sage CRM with the help of GUMU™. In our CRM Migration process History records from ACT! gets migrated… Read More »
In Sage CRM 7.2, Sage has introduced a new method of registering a License key where you will be asked to fill up the form in CRM and submit. I have been writing about the several issues you can face with this process when upgrading from previous versions of the CRM or restoring databases from… Read More »
We first see the Release version of the product and then patches, hotfixes over the time to fix the minor issues in the new Sage CRM release. Every patch comes with upgrade note which specifies what is the minimum patch required to be already installed. Now as there are many patches getting installed, how do I know… Read More »
