Company is at the center of all the entities in SageCRM. Whatever data is entered, exported all relates to Company records in some way or other. Considering this fact it becomes very necessary that the Company records are maintained properly in CRM. The New Stuff: Implementing Password Policies in SageCRM SageCRM has already provided some… Read More »
Come Meet the Greytrix Team Exhibiting at Sage South Africa Annual Conference Sage Insights 2014 from Thursday 6th – 9th February 2014. Our Sage CRM session on Friday 7th February, 2014 10h45 – 11h25 End to end customer management with Greytrix Service CRM verticals: Service Management, Survey Management and Customer Portals for Sage CRM – With strong capabilities of… Read More »
Web service API in Sage CRM enables developers to manipulate CRM records remotely with SOAP (Simple Object Access Protocol) over HTTP using XML (Extensible Markup Language). It is possible to access a CRM server or a hosted system from a specified client machine (typically another server) in order to read, create, update, or delete records… Read More »
Outbound e-mails and inbound e-mails are essential for any CRM. When you use CRM it becomes essential that inbuilt email editors and settings are configurable to support standard as well as custom modules. The New Stuff: Download Documents from Self-service site In SageCRM we have outbound email configurations like below. This works perfectly when sending… Read More »
Dashboards make your life easier hence new versions of SageCRM are also concentrating on making them more interactive, easier to understand and develop. We can create dashboards based on all the entities on the fly. You can also integrate web applications like Facebook, Twitter and Market Tickers etc. to access from your History (Dashboard) area.… Read More »
Implementation of SageCRM most of the times contains the two majors tasks, one is the actual implementation-configurations and other is Customizations. Whenever we implement SageCRM we must draw clear line as to what can be done by standard and what needs to be customized so that we never overshoot our implementation runway and crash land… Read More »
For any web application, Self Descriptiveness is the main characteristic which facilitates maximum usage of the modules designed. There are lots of things with which we can achieve this in SageCRM. SageCRM has wide scope for customizations. Customization also involves creating several custom entities to incorporate client requirements. We have a facility to generate entities… Read More »
Most of the new modules of Sage CRM work on DOT NET (.NET) API technology like Relationships tab. Users are given a provision to create API DLL’s for your custom entities. The overall working remains the same where we add the DLL’s in CustomDotNet folder and call the methods from CRM blocks. However while dealing… Read More »
In Sage CRM, we have Match Rules defined for Company to restrict users from entering duplicate company records. Basically it is defined on Company Name field. Please refer below screenshot. The New Stuff: Migrate communications from Goldmine to Sage CRM Suppose we want to add another field for e.g. “Company Registration” for Company dedupe then… Read More »
In my previous blog I had explained how you can change the caption of the fields that load on the screens that are part of Web order entry screen. Below is the link. The New Stuff: Changing field captions on Web order entry screen Now I will explain how we can add another field from… Read More »
