Sage CRM incorporates vast bunch of features that are appealing in many aspects. One of the fascinating features is the Pipeline view that provides a quick view of the current status of Opportunities, Cases, Leads, etc. based on the respective stages in CRM. This view is available under MY CRM, Team CRM tabs. GUMU Integration:… Read More »
Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution… Read More »
Dashboard is a visual representation that gives executives a quick and an easy way to view their company’s performance and an overall view of business. Customization, drill-down to details, visibility of trends and data freshness. Greytrix and Sage ERP/CRM The perfect combination for clients across various industries in India In this post we will be… Read More »
Recently while working with Sage CRM 7.2 C version, I faced an issue where I was unable to find the records logged in CRM. I was getting bit strange error “THERE ARE ERRORS”. Strange, could not find these errors in any log file 🙂 The New Stuff:Get key metrics right on your Interactive Dashboard using… Read More »
Sage CRM can be customized for reducing the data entry task by setting default values in some fields while entering data. There is an option of automating the task of feeding in same data in several records by Setting default values in Sage CRM. GUMU Sage 100 : Creating Order with existing Opportunity in GUMU… Read More »
We have posted several blogs regarding configuration, Java version issues which prevent Interactive Dashboards from working. Please read Also Read section below for reference. The New Stuff: XML based Fusion Charts using .NET API As you know, earlier versions of Interactive dashboard used to work with the Java 6 update 21. I had this installed… Read More »
Charts make your reports, dashboards look more presentable. We have written series of blogs on charting methods throughout this site. In one of my blogs I had explained how we can create chart blocks and display them on Interactive Dashboards. Below is the link. Related Post: View GUMU Dashboard in Sage CRM using GUMU Integration… Read More »
World has become a Smart Phone world nowadays. The number of active smartphone users around the world has already topped 1 billion according to a global research and consulting firm. That number is only increasing. Considering this, it has become immensely important for business applications to go mobile nowadays. GUMU: Promote Orders in Real-time to Sage… Read More »
How you design your database has huge effect on how your system performs. Primary key, foreign key constraints help to keep the tables linked to each other and store the data in unified manner. From long time SageCRM has followed strategy of generating primary keys through stored procedures rather than relying on the inbuilt primary… Read More »
Need to Know the “Best Practices for Integrating Third Party Apps with Sage ERP X3″ – Read Below. Data in a list format is easily readable and also more organized and presentable. Data for e.g. staff working on a particular project, or different products used by a particular customer have more than one item to… Read More »
