Author Archives: greysagecrm

Create Linked Gadgets to get related information on CRM Dashboard

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: Create Linked Gadgets to get related information on CRM Dashboard »

Error on Sage CRM 7.2 Find Screens

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: Error on Sage CRM 7.2 Find Screens »

Get key metrics right on your Interactive Dashboard using Saved Search

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: Get key metrics right on your Interactive Dashboard using Saved… »

Outlook Integration – Uninstalling integration setup from Outlook

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: Outlook Integration – Uninstalling integration setup from Outlook »

Setting Default Date Time while progressing through Sage CRM Workflow

Sage CRM can be customized for reducing the data entry task by setting default values in some fields while entering data. There is an option of automating the task of feeding in same data in several records by Setting default values in Sage CRM. GUMU Sage 100 : Creating Order with existing Opportunity in GUMU… Read More: Setting Default Date Time while progressing through Sage CRM Workflow »

Interactive Dashboard error in SageCRM 7.2

We have posted several blogs regarding configuration, Java version issues which prevent Interactive Dashboards from working. Please read Also Read section below for reference. The New Stuff: XML based Fusion Charts using .NET API As you know, earlier versions of Interactive dashboard used to work with the Java 6 update 21. I had this installed… Read More: Interactive Dashboard error in SageCRM 7.2 »

Codeless Customizations to Create Entry screens

In continuation to previous post where I had explained codeless customizations for list page, in this blog I will be explaining codeless customizations to create new and summary screens for an entity (Parts).  Related Post:Codeless customizations to add List Blocks  Now as we have list page created, so in order to add a record we… Read More: Codeless Customizations to Create Entry screens »

GUMU™ for Sage CRM – Sage 50 (US Edition) integration – GUMU Scheduler

Greytrix have various GUMU integration products where we have integrated many Sage ERP’s with Sage CRM. Today we will discuss about GUMU™ Scheduler available for Sage CRM – Sage 50 (US Edition) integration. GUMU for Sage CRM – Sage 50(US) integration is external synch utility which synch data to and from Sage 50 and Sage… Read More: GUMU™ for Sage CRM – Sage 50 (US Edition) integration… »