Author Archives: greysagecrm

One Time Processes for GUMU™ Sage CRM – Sage 100 integration

In our last post, we discussed about the real time processes in GUMU for Sage CRM – Sage 100 integration.  In this blog, we will go through the one time processes which can be run first time after GUMU installation. Below are the list of processes. –    Import Customer –    Import Products –    Synch Drop… Read More: One Time Processes for GUMU™ Sage CRM – Sage 100… »

Salesforce.com to Sage CRM Migration service.

We helps in migrating data from a number of Source CRM (i.e. Act!, GoldMine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration lab. Today, we will walk through the migration services for “Salesforce.com to Sage CRM”. New Stuff: Migration of Act! Groups in Sage CRM We consider “Salesforce.com… Read More: Salesforce.com to Sage CRM Migration service. »

Maximizer to Sage CRM Migration service.

We helps in migrating data from a number of Source CRM system (i.e. Act!, Goldmine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration lab. Today, we will walk through the migration services for “Maximizer to Sage CRM”. New Stuff: Migration of Act! Groups in Sage CRM We consider… Read More: Maximizer to Sage CRM Migration service. »

Webinar Invite – First Look Sage ERP X3 integration with Sage CRM using GUMU on 25th September 2014 at 1pm ET

An ERP system on its own is insufficient for the growth of a business. What you need is an ERP system which works in sync with a CRM system to attend increased efficiencies for both the systems.  Attend this webinar to see how you can integrate Sage ERP X3 with Sage CRM with the help… Read More: Webinar Invite – First Look Sage ERP X3 integration with… »

Increase the size of Search SQL text

Sage CRM allows System Administrators to create different types of fields as per the requirement e.g. Text. Selection, Search selected Advance etc. We can put SQL clauses on SSA fields for restricting the information. However there is the limit on number of characters to be written in Search SQL text. By default on Search Select… Read More: Increase the size of Search SQL text »

Get Active tab through Client side scripting

In Sage CRM customizations, client side scripting has been proved beneficial to web developers in many ways. We have discussed several ideas on Client side scripting throughout the blog site. Today I will discuss one more such development trick. New Stuff:  CRM Email Manager Service failed to start For one of our customers, we had… Read More: Get Active tab through Client side scripting »

CRM Email Manager Service failed to start

One of the strong features SageCRM provides is E-Mail functionality. This is the reason why we push all our customers to use email outbound and inbound functionalities to the maximum. Now when it comes to inbound emailing, we must know how to handle various issues that are associated with Email Manager Service. You will find… Read More: CRM Email Manager Service failed to start »

Get impressive reports by adjusting Report Styles in Sage CRM

Sage CRM has a powerful reporting feature that lets you view data in an organized manner. All the Columns in reports are now loaded in an Alphabetical order. Refer our blog post for details, https://www.greytrix.com/blogs/sagecrm/2013/08/17/report-columns-are-now-loaded-in-alphabetical-order-sage-crm-7-2/ New Stuff: Sage CRM and IIS authentication settings In this blog post, we will go through Report Styles provided by… Read More: Get impressive reports by adjusting Report Styles in Sage CRM »

Linked selection fields through client side scripting

Today I will revisit one of the oldest, but very much useful tricks related to web forms. Most of the forms nowadays need relationship to be established between two fields. For example when I select Product interest in one list it should filter Sub product interest in another field. Today I will explain how this… Read More: Linked selection fields through client side scripting »