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: Set Actual Email Received Date while Email Import »
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More: Migrate Contact from other CRM as Company record into Sage… »
As we all know, every Organization has one or more persons associated with them. Sage CRM also allows to maintain such linking with the help of Company and Person entities which are thereby used to manage Sales and Service records. New Stuff: Greytrix Development Services for Sage CRM Suppose, you are uploading Person/individual data in CRM… Read More: Assign Individual to Company »
In the below blog I will be explaining about a feature that’s been available since CRM version 6.2. This feature can help you sync fields from Company/Person/Address entities of the CRM Appointment/Task to the available Outlook Appointment/Task body. New Stuff: How to set the background Color of Fusion Chart Report Here, we are going to explain… Read More: Alter Additional information of Appointment/Task Details in Outlook from Sage… »
This is in continuation with the chain blog we are posting on SageCRM Outlook integration. In previous blog we discussed how to install and verify the Outlook Integration with SageCRM 7.2. In this blog I will explain how to add and sync contacts from CRM to outlook, updating contact details and how to file and… Read More: Features of Outlook integration with SageCRM 7.2 »
