Many a time, clients come with a requirement where they want to launch Sage CRM from their Sage 100 ERP workstation. It can be done by adding a custom button to your Sage 100 ERP application’s toolbar of your workstation. Using this button, Users can launch Sage CRM from within the Sage 100 ERP environment.… Read More: Launch Sage CRM from your Sage 100 ERP workstation »
Sage CRM’s reporting feature has always been proved helpful to view the summary data. Report’s data extracted in rich graphic and interactive graphs has improved the look and feel as well as gives better clarity. Sage CRM 7.3 has come up with some new chart styles which can prove helpful for Sales as well as… Read More: Introduction of New Chart Styles in Sage CRM v7.3 »
With the availability of the demo data option at the time of installation it becomes easier to prepare demo systems on the fly. We can just install the demo data and showcase full-fledged functionality of Sage CRM in no time. New Stuff: Some facts about Metadata Refresh Once my presale guy was preparing demo system… Read More: Pipeline failure with regional currency configurations »
In our previous blog post, we talked about the steps to Promote Quotes from Sage CRM to Sage ERP X3. Moving ahead in this blog post, we will talk about the steps to be followed by Sage CRM users in order to promote order from Sage CRM to Sage ERP X3. It is very easy… Read More: Promote Sage CRM Orders to Sage ERP X3 with GUMU… »
Our GUMU for Sage CRM – Sage 100 ERP integration supports and can work with both Sage 100 ERP versions ProvideX and SQL. Configuration of GUMU is almost similar in both the cases with just one minor change. In this blog post, we will discuss steps which need to be followed for making GUMU Sage… Read More: Configuring GUMU Sage 100 ERP integration with Sage 100 ERP… »
“Setup has detected that CRM URL rewriter may not be working properly “ is one of the scariest error in Sage CRM 7.x history. This time I got this issue in Sage CRM 7.2 version while upgrading from 7.1, what we found is two IIS modules ARR (Application request routing) and URL Rewrite which gets… Read More: URL Rewriter issue while upgrading to Sage CRM 7.2 »
In our previous blog post, we went through the common issues and their solutions which clients may face while updating records from Sage 100 to sage CRM using GUMU Integration. In this blog post, we will discuss another issue which a user may come across while updating records from Sage CRM to Sage 100 ERP.… Read More: GUMU Tips – Automation server can’t create object »
Our GUMU for Sage CRM – Sage 100 integration is a bi-directional integration link where any changes made to sage 100 reflect to Sage CRM on a real time basis and vice versa. In our previous blog post, we went through steps to install and configure GUMU module at Sage 100 server. In this blog… Read More: GUMU Tips – Unable to access SageCRMPlugin.SageCRM Object »
We always thrive to make the systems BEST of all by adding out of the box new features. However better approach is to always control the usage of such features, as reverse impact also needs to be accounted for. You can see all such features defined in SageCRM provide parameter to control the usage. For… Read More: Sage CRM File Upload Limitation setting »
Yes, you heard it right!!! Now, with the upcoming version Sage CRM 7.3v sage will be coming up with de-duplication feature at Lead level which was earlier restricted to Company and Person entities only. New Stuff: Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration In our recent experiences across the retail businesses we… Read More: Lead De-duplication nice to have feature in Sage CRM 7.3 »
