Staying organize makes life easy! and Dashboards in Sage CRM help you to stay organized. The interactive dashboards are highly-customizable workspace, which enable users to control what information user need to be effective in his/her job. Also helps user to work with the frequently needed data in an efficient way. There are various inbuilt gadget… Read More »
In our previous blog, we discussed about “Migrate Goldmine notes in Sage CRM using GUMU” now let’s see “how Goldmine contacts are migrated to Sage CRM” using GUMU™. Primary Contact migration from Goldmine to Sage CRM; A contact is a customer, client, prospect, business associate, friend, or anyone that you want to maintain a relationship… Read More »
In our previous blog, we discussed about “Migrate Goldmine opportunities to Sage CRM using GUMU™ Utility” now let’s see “How goldmine notes are migrated to Sage CRM” during the Migration process. GUMU provides option to migrate Goldmine Notes as Notes in Sage CRM. During migration, user has to select the “Notes” option from the GUMU™… Read More »
Here in this blog I will explain an interesting functionality of rather complex module “Territories”. We all know that CRM handles access rights according to the territory structure and profile combinations. Hence territory structure should be properly managed so that all users can view information accordingly. Greytrix Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300… Read More »
Being a business closely dependent on market up’s down’s, it becomes necessary to track the market activities regularly. What you do in this case, is open up the various market activity websites and try to see a trend. What if you can have the live Market trend chart right on your Interactive dashboard? Yes, it… Read More »
In our previous blog, we discussed how to add the checkboxes in the list by adding Dummy field in the table. Now, we would be discussing how to enable Select/Deselect all option in the Sage CRM list. Also Read: Set Grid size as per your requirement in Sage CRM Sage CRM .NET SDK allows user to… Read More »
In our earlier blogs, “Flexible Grid Size in Sage CRM”, we explained how to maintain grid size in Sage CRM. Now, suppose you want to hide blank rows from custom screen designed using either ASP or CRM .NET code. Hence in this case, you can make use of PadBottom property of list block. This property… Read More »
Sage CRM SDK allows users to add multiple screens, panels or blocks on a single screen. For example if you refer standard company screen Person Detail, Address, Phone/Email and Contact blocks are added on a single screen. Suppose you want to further divide Person detail block to show (say Bank Account Information) within the same… Read More »
With new versions of IIS, the security has been tightened a lot in order to setup secure environment for website deployment. You must have observed this behavior very commonly when you install SageCRM on latest windows servers with IIS7. When you try and edit any configuration under Administration tab, the authentication prompt comes up and… Read More »
Uploading data of multiple contacts against a single customer seems to be a complex stuff but Sage CRM has simplified this task by providing the feature of deduplication to be used along with data upload. In this blog I will explain how we can upload data from excel sheet to CRM in order to store… Read More »
