Using Export to File button available on Sage CRM find screens and Group screens, users can export data (in CSV, Text, Excel CSV format). Sage CRM provides a very powerful security mechanism to restrict users from accessing confidential data from Non-admin users and make it available only for Mangers and Administrators. New Stuff: Associate Company… Read More: Hide Export data option for Non admin users »
In Sage CRM on-premise version, it has an ability to select Company and Persons while creating Cases, Opportunities, and Communications. But when Sage CRM is accessed using mobile devices like Android, Tablets etc. entry screens does not show the Company and Person SSA fields. Refer below screenshot. New Stuff: Rich Text Editor on Multiline Text fields… Read More: Associate Company and Persons to Primary entities in Sage CRM… »
As we know that Rich Text editor feature if available in any of the application gives flexibility for users to format the contents of an email in a good looking and professional manner. This feature is provided by SageCRM out of the box on email screens. However we can also extend this functionality to other… Read More: Rich Text Editor on Multiline Text fields »
Sage CRM allows to create different types of fields as per the requirement e.g. Text, Date, Search Select Advance, Selection etc. But sometimes to capture complex requirements we need to twist the appearance of fields on screen. New Stuff: Where to search for Sage CRM Configuration components One such field type is “WWW URL”. If… Read More: Changing Link text of URL fields »
Few days back there was an very interest question asked on Sage CRM community. I took over a client and they already has Sage CRM installed but has never setup it up or used it. How can I find out database name, etc. that was used when installing Sage CRM? New Stuff: Email Order from Web… Read More: Where to search for Sage CRM Configuration components »
Sage CRM version 7.0 onwards when integrated with Sage ERP gives you the web interface for creating Orders and Quotations in ERP. Earlier workstation dependent OCX screens used to open which used to take lot of time for downloading and opening. So Web interface does help a lot performance wise. However as the module is… Read More: Email Order from Web Order Entry screen »
GUMU™ for Sage CRM – Sage 100 ERP is real time-bi-directional link. GUMU™ provides Sage CRM user with the ability to view information on real time basis such as Customer credit info, sales history, AR Inquiry and sales order inquiry. One of the major features of GUMU™ for Sage CRM – Sage 100 is that… Read More: GUMU™ integration loads all type of pricing on real time… »
GUMU for Sage CRM – Sage 100 (MAS90/200) ERP Integration is a real time bi-directional integration between Sage CRM and Sage 100 ERP. With GUMU user can access Sage 100 ERP data on the go from within Sage CRM’s web browser functionality on Mobile/Tablets and multiple browsers using GUMU. We have posted video Tutorials on… Read More: GUMU for Sage CRM – Sage 100 ERP integration video… »
This is in continuation to our last GUMU Sage CRM – Sage ERP X3 post. Like our other Integration solutions our GUMU Sage CRM Integration with Sage ERP X3 is a real time bi – directional integration. In this blog, we will go through one of its feature. Import customer is a one-time process where… Read More: Steps to Import Sage ERP X3 Customers in Sage CRM »
Document merging is an important functionality of Sage CRM when it comes to sending newsletters, welcome letters etc. User can do the document merging using workflows. New Stuff: Control users to create Appointments in Sage CRM Consider an example where user generates document using Generate Letters workflow rule added on the Case workflow as shown below.… Read More: Workflow Tip to set Document Type and Category »
