Category Archives: Address

Updating Customer Latitude and Longitude Using GUMU™ for Sage CRM – Sage X3

GUMU™ for Sage CRM – Sage X3 is a real-time, bi-directional integration solution. One of its key features is its high level of customization, allowing GUMU™ to be tailored to suit your company’s specific business processes. What is Latitude and Longitude? Latitude and Longitude are geographic coordinates used to identify the exact location of a… Read More: Updating Customer Latitude and Longitude Using GUMU™ for Sage CRM… »

Flip the Panels on Company/Person Summary Screen in Sage CRM

Sage CRM Company Screens and Person Summary screen contains distinct panels to display Company Details, Address, Phone/E-mail, and Primary Contact details. Sage CRM gives the flexibility to modify fields in these panels. Natively Sage CRM doesn’t allow to arrange Phone/Email, Address and Contact panels of our own choice. However, Sage CRM allows to customize these… Read More: Flip the Panels on Company/Person Summary Screen in Sage CRM »

Insights of Billing and Shipping addresses within Sage CRM Order Entry Screen

In Sage CRM, Billing and Shipping Address are displayed on Order Entry Screen as shown below. New Stuff: Enable Hyperlink for Custom Entity record in Quick Find Search. One of our colleague who has recently joined our organization has asked us the query on how Billing Address and Shipping Address format is populated in Sage… Read More: Insights of Billing and Shipping addresses within Sage CRM Order… »

How the Phone, Email and Address Types are maintained in Sage CRM?

Customer Relationship Management refers to the strategy and practice that helps the companies to manage and analyze customer interactions and data to improve or facilitate the sales and service related transactions throughout the Business lifecycle. One of the major requisite before stepping into Sales or Marketing process is to get proper details for approaching the… Read More: How the Phone, Email and Address Types are maintained in… »

How Address, Company Person links are stored

As you know, SageCRM supports multiple addresses to be created against the Company, Person records. We can also select address types etc. However whenever you want to create these records from COM/DOTNET API, first question comes to mind is how to store these values. The New Stuff: Change Default dedupe behaviour Let us consider New… Read More: How Address, Company Person links are stored »

How the address is arranged over multiple lines?

In Sage CRM, you can see address of Person arranged over multiple lines as shown below. This is because the corresponding view under the Address entity is written as follows. CREATE VIEW vAddress AS SELECT ISNULL(rtrim(Addr_Address1), ”) +’ ‘+ ISNULL(rtrim(Addr_Address2), ”) +’ ‘+ ISNULL(rtrim(Addr_Address3), ”) +’ ‘+ ISNULL(rtrim(Addr_Address4), ”) +’ ‘+ ISNULL(rtrim(Addr_Address5), ”) AS Addr_Street,… Read More: How the address is arranged over multiple lines? »