Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution… Read More »
Cloud based applications are becoming very popular nowadays as you don’t have to incur the costs in hosting server or hiring one from third party. Office 365 is one of such popular application. You can see your mails, tasks, appointments on outlook web app wherever you go. GUMU™ Sage 100 – Sage CRM Integration: Mobile… Read More »
Using inbuilt Reports module, it becomes easier for SageCRM administrator to build the reports in List, chart or Cross Tab formats. However when it comes to viewing summary data in historical format, it was not possible through standard report types available. There is one more report type available for this purpose named “Historical” which helps… Read More »
In our previous blog, we discussed How to migrate Goldmine Companies into Sage CRM using GUMU™. In continuation with our series GUMU™ CRM Migration services, this blog shall discuss about how to migrate ACT! Companies into Sage CRM using GUMU™ GUMU™ is a wizard type utility that converts ACT! Data into Sage CRM or Sage CRM.com… Read More »
GUMU for Sage CRM – Sage 100 integrates customer and sales data between the two systems – Sage 100 and Sage CRM on a real-time basis. Sometimes, we do face some issues during implementation which are unique to the environment. Since these issues are system specific, it may be a challenge for the development team… Read More »
In our previous blog, we saw how can one check the options and retrieve the actual list of errors when receiving the HTTP 500 internal Error. In this blog, let us go through in each solution step-by-step to get rid of the issue – Un-check the “Show friendly HTTP error message” from browser setting. Go… Read More »
Dashboard is a visual representation that gives executives a quick and an easy way to view their company’s performance and an overall view of business. Customization, drill-down to details, visibility of trends and data freshness. Greytrix and Sage ERP/CRM The perfect combination for clients across various industries in India In this post we will be… Read More »
Recently while working with Sage CRM 7.2 C version, I faced an issue where I was unable to find the records logged in CRM. I was getting bit strange error “THERE ARE ERRORS”. Strange, could not find these errors in any log file 🙂 The New Stuff:Get key metrics right on your Interactive Dashboard using… Read More »
Sage CRM allows us to create simple dashboards for key insight into the business and to track performance. Aggregated data from Sage CRM like databases and spreadsheets can be easily shown on the dashboards with visual representation. In this blog, we would like to explain how to create simple dashboards using Saved Searches. GUMU Sage… Read More »
This post is in continuation of my previous blogs written on outlook integration and its features. As you know, outlook integration is a client dependent application and sometimes you face very strange errors while using it. Related Post: Installing Outlook integration with SageCRM 7.2 Nowadays, everyone is upgrading to latest technologies of OS and related… Read More »
