As we all know that latest version of Sage CRM gives us a features to clone various configurations which eventually saves our valuable time. However cloning is not new to SageCRM framework. It was already in place for escalations, workflow rules etc. Related Post: : Report Cloning in Sage CRM 7.2 Consider a scenario where same… Read More: Cloning an Escalation Rule »
While installing Sage CRM, most of the times we install demo data either purposely or by mistake. Demo data does help in case of product Demos, testing etc. however at the time of going live with implementation we do have to flush out the same. GUMU Sage CRM Integrations: Sage 100 ERP | Sage 500… Read More: Get rid of demo data on CRM install »
GUMU™ for Sage CRM is wizard type utility that converts ACT! data into Sage CRM or SageCRM.com. GUMU™ converts all existing information such as Company, Contacts, Communications, Opportunities, Documents, Pending, History, Users, Custom information stored in user defined locations, notes, e-mails residing in ACT! in Sage CRM/Sage CRM.com. In our previous blogs we discussed how ACT!… Read More: Migrate ACT! Opportunities to Sage CRM »
Self-service applications help passing on ticket logging task in customer’s hand. However these portals are tightly integrated with your SageCRM database which needs to be secure no matter what. Hence it is necessary that we kill the inactive sessions of self-service user logins which improves security as well as performance. SageCRM provides parameter auto logout… Read More: SAGE CRM Self Service Control Session Expiration »
In our previous blog, we had discussed about How to migrate Company from ACT! to Sage CRM. Going further with our series on GUMU™ CRM Migration services, this blog shall discuss about how one can migrate contacts from ACT! to Sage CRM through GUMU™. GUMU™ migrates ‘Contact’ records from ACT! as ‘Person’ in Sage CRM. ‘Persons’… Read More: Migrate ACT! contacts to Sage CRM »
As we all know that Sage CRM is being used by millions of users worldwide who belong to different parts of the world. To talk with each other they find it easy to communicate in their regional language such as Spanish, Dutch, and German etc. However, when it comes to Sage CRM they are restricted… Read More: Multilingual users on same CRM platform »
In Sage CRM, uploaded documents are saved the directory location configured under Administration | E-mail and Documents | Documents and Reports Configuration section. Please refer below screenshot. To know how documents are stored against different entities in CRM, you can refer our below blog link. Related Post: How Library documents are stored New Stuff: SageCRM and SQL… Read More: Issue with Incorrect Configuration of Library Paths »
Sage CRM is quite flexible to help you manage your customers and business in a better way. We have seen a lot of posts on how the user interface is flexible in helping you manage your business. One such requirement has always been Short Cut keys. In one of our previous posts we had put… Read More: Set Shortcut Key for your Favorite Button in Sage CRM »
While installing older versions of CRM i.e. v7.1 Sp1 or below the installation process in background checks the SQL Server collation defined at database server and accordingly it maps the same collation to CRM database. If the collation at SQL level is not defined correctly same reflects to CRM database as well. Because of this… Read More: SageCRM and SQL Collation setup »
Sage CRM can be easily configured to restrict users for certain areas, screens, tabs etc. In one of the forums we have been asked if Dashboard tab can be restricted for certain users. In the past, we have read how to restrict Sage CRM user access to GUMU Dashboard with GUMU Security matrix. Our Other… Read More: With Sage CRM you have “Better Control Over your Customers… »
