Author Archives: Greytrix

Use of tags to classify records in Sage CRM 2024 R1

Sage CRM offers a comprehensive group of reporting features designed to provide users with powerful insights and analytics. From standard reports to customizable dashboards, Sage CRM equips businesses with the tools they need to make informed decisions and drive growth. The recent addition of the Tags feature further enhances reporting capabilities by allowing users to… Read More »

New Features and Enhancements in latest Sage CRM 2024 R1

Sage CRM, a leading customer relationship management solution, has recently undergone an exciting transformation with its latest release of Sage CRM 2024 R1. Packed with new features and improvements, the latest version of Sage CRM is designed to help businesses streamline their customer management processes, boost productivity, and drive growth. In this blog post, we’ll… Read More »

Displaying Lead Company and Lead Person Name in Calendar List

In the dynamic and competitive business landscape, maintaining a strong relationship with customers is principal for success. Customer Relationship Management (CRM) plays a crucial role in achieving this objective by helping businesses understand, manage, and enhance their interactions with customers. Among the various components that contribute to effective CRM, communication stands out as a key… Read More »

Set Actual Email Received Date while Email Import

Email is an efficient way to exchange information and documents. Email can be integrated with calendar tools, allowing you to schedule meetings and appointments with clients. In our previous blog we have explained, how to integrate Sage CRM with Microsoft Outlook using OAuth 2.0 for Email Inbound. In this blog, we will discuss how to… Read More »

Bulk Promote in GUMU™ for Sage CRM – Sage 100 Integration.

GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process. Today in this blog, we will discuss about a latest change done in our GUMU™ for Sage CRM –… Read More »

Open Multiple Read-Only Tabs In Sage CRM 2023R2

When working with standard entity records like Company, Lead, or Opportunity, users often had to switch between their respective tabs to access the necessary information. Sage CRM provides hyperlinks so that users can use in a convenient way to access the actual records. However, the issue arises as these hyperlinks open in the current window,… Read More »

Sage CRM and Sage 100 Configuration for v2023 R1

Contemporary business management software, encompassing ERP systems and CRM solutions, can significantly accelerate your business growth by enhancing productivity and communication, all the while diminishing the time spent on administrative tasks. Sage CRM aids organizations in streamlining operations, spanning from marketing to order management, and offers features to log cases and their solutions within the… Read More »

Suppress Stages with Zero Records in Pipeline in Sage CRM 2023 R2

In the ever-evolving world of Customer Relationship Management, Sage CRM continues to lead the way with its commitment to user-centric innovation. Sage CRM has been a reliable choice for businesses looking to streamline their sales, service and customer management processes. Managing user’s sales pipeline effectively is crucial for any business. It’s the lifeline of business… Read More »

Supercharge Your Emails with Sage CRM 2023R2

Email communication has become the lifeblood of modern business and Customer Relationship Management (CRM) systems are the engines that drive it. In today’s world, everything is becoming digital. We used to communicate with clients through Emails. In Sage CRM also we can send emails to clients. Sage CRM has its standard inbuilt email editor. Email… Read More »