Category Archives: CRM72

Display data in Graphical form in Sage CRM

Sage CRM is an user friendly crm solution in which one can customize the way they want to extract data for analysis and reporting. In this blog post, we will explain how to use Sage CRM Graphic objects to show data in Graphical mode. GUMU Sage CRM integration for Sage 100 ERP Get real-time insights… Read More »

Tips and Tricks about Calling function in Custom Content of Sage CRM 7.2

Even from Technical Point of view Sage CRM is very much capable to handle various critical solutions. We have already posted few blogs about writing JavaScript codes in .js files and calling the same in Custom Content of any screen. This blog explains such a nice and timesaving trick to call JavaScript function written in… Read More »

Secure Documents and Communications in Sage CRM

Sage CRM allows us to customize data entry in a secured manner. Data security can be provided at various levels for an entity. In this blog post, we will explain how security can be applied in Communications and Documents. New Stuff: Creating Sage 100 ERP Primary contact from sage CRM Sage CRM standard functionality allows… Read More »

Bring Sage ERP X3 data to Sage CRM using GUMU

In our previous blog post, we discussed about steps for configuring GUMU for Sage CRM – Sage X3 integration from Sage CRM side. In this blog post, we will discuss about various synchronization processes which need to be run after GUMU integration is configured.  Sage CRM system admin has to run below processes in order… Read More »

Preparing your first level CRM Demo? Have a Look!

We talk a lot about implementer’s and testers even sometimes about developers who work on CRM. There have never been much of tips or tricks discussed for Consultants. This made me write something for Presales consultants today! I kept this topic for an open discussion among various CRM experts to gather as much opinions as… Read More »

Selecting multiple fields using Client Side API

For Sage CRM customizations, Client Side API has always been proved stress- free and effortless to work with client side customizations. It has reduced complexity as compared to JavaScript, to much better extent by introducing built in functions. Today I would share one such amazing trick related to screen customization which highlights key info as… Read More »

View Sage CRM Reports in PDF format from any Sage CRM screen

In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage… Read More »

Alter length of Phone Number Fields in Sage CRM

In our earlier blogs posts, we had explained how to set field length at run time using JavaScript and jQuery. Following are the links for the same. 1) Set field length at run time in Sage CRM 2) Changing max allowable length of Text field using JQuery New Stuff: Using Primary Key Column of an… Read More »

Progress Bar on Sage CRM entity screens

Sage CRM can be customized to display animated spinner and progress bar. A loading animation is an important signal to the user that the application is still doing something and the user should wait for the action to complete. This is even more important when you are updating bulk data and the system is taking… Read More »

GUMU™ Integration for Sage CRM – Sage 100 DOs and DON’Ts

GUMU™  Integration for Sage CRM – Sage 100  link is real time bi-directional link. GUMU™  integrate front office and back office data, by which Sage CRM user can access integrated ERP data in Sage CRM directly from ERP. Installing and using a GUMU is very easy which can be done by system administrator by following… Read More »