Table Level Scripts (TLS) are an alternative method of creating SQL triggers that can be performed in Sage CRM system. Table Level Script (TLS) are used to perform various operations after inserting records, updating or deleting records in Sage CRM. To perform operations, it is necessary to fetch the primary ID of the current entity in… Read More »
Sage CRM Self Service allows customers to access information or request services and support over the Web whenever they want. Customers can directly receive information based on their preferences, requests, and history through self- service portal. Read our other Self-service offerings at the end of this post. Sage CRM user can export data into Excel/PDF/CSV… Read More »
Opportunity tracks leads from first contact to final closure, so that time and resources are ensured to be directed towards the most winnable deals. An opportunity is any potential sale, from a Lead to a Closed Sale. Opportunity Management also ensures the following: Leads are handled by the most qualified sales representatives Automate follow-up activities… Read More »
In earlier blog, we had explained how to Enable Keyword Search on Sage CRM find screen. In this blog, we will be explaining how to add custom entities in Keyword Search that allows users to search for keywords across all primary entities. By default, All primary entities are listed under the Keyword Search option. The New… Read More »
As you know, SageCRM supports multiple addresses to be created against the Company, Person records. We can also select address types etc. However whenever you want to create these records from COM/DOTNET API, first question comes to mind is how to store these values. The New Stuff: Change Default dedupe behaviour Let us consider New… Read More »
In Sage CRM, we have Match Rules defined for Company to restrict users from entering duplicate company records. Basically it is defined on Company Name field. Please refer below screenshot. The New Stuff: Migrate communications from Goldmine to Sage CRM Suppose we want to add another field for e.g. “Company Registration” for Company dedupe then… Read More »
Today we are continuing our blog series on GUMU Migration services. All the firms keep track of all its activities. In this blog, we shall discuss about a functionality of Sage CRM that allows the user to migrate Pending Records or History of records from Goldmine to Sage CRM for a corresponding Company and User.… Read More »
Advanced Find option allows us to get the information you need and is be very easily accessible to all users under Find menu option. By default, All primary entities are listed under the same. During one of our training session we came across a query as to how we can add the Custom entity under… Read More »
As your business and requirements grow, GUMU Sage 100 grows as well. Recently, one of our clients came up with a new requirement i.e. they wanted to view RMA enquiry details from Sage CRM case screen on real time basis. It is an important feature which can be used to view return, replacement and substitution… Read More »
Document merge has been one of the essential features of Sage CRM. We can generate Letters, Quotations on the fly on predefined word templates. The question is how you can create and use the merge templates. I remember I had discussed the old way of doing it by using the Local Document feature in old… Read More »
