Advanced Find option allows us to get the information you need and is be very easily accessible to all users under Find menu option. By default, All primary entities are listed under the same. During one of our training session we came across a query as to how we can add the Custom entity under… Read More »
Document merge has been one of the essential features of Sage CRM. We can generate Letters, Quotations on the fly on predefined word templates. The question is how you can create and use the merge templates. I remember I had discussed the old way of doing it by using the Local Document feature in old… Read More »
Role of Sage CRM administrator is to perform various operations which includes Periodic Data Maintenance (Periodic Database Backup and its Recovery), Addition of new fields requested by users, Modifying Selection lookups, Data security by giving proper access privileges to users and teams etc. GUMU Sage 100: Follow GUMU Sage 100 – Sage CRM Integration Product… Read More »
Few days back Sage CRM on my system was not working and it was showing an error as below. Also Read: Login Error in Sage CRM As Sage CRM was not accessible, I thought to check IIS Manager (Internet Information Services Manager) and found that IIS on CRM server is stopped. I thought if I just… Read More »
If you are new to Sage CRM and you need to know which Sage CRM versions and patches are installed on your machine, then you have come to right place. We will be explaining various ways through which one can easily do the same. Also Read: Login Error in Sage CRM Below are the various… Read More »
Sage CRM provides us Merge Company features for Company entity. When Merge Company is merged, Source Company gets deleted and all of its Cases, Communication, and Opportunities are moved into the destination company. New Stuff: Mail Merge and CRM Performance Since the merged company gets deleted, one cannot identify Companies which are merged in Sage CRM.… Read More »
Recently Sage has released Sage CRM v7.2- Sage 300 ERP integration module. We will be explaining how to configure the Sage CRM v7.2 integration to Sage 300 ERP in a very easy manner. The New Stuff: How to identify and backup correct Sage CRM Database You just need to make sure that Sage CRM integration component… Read More »
Sage CRM Sales Tracker is a new app for Windows 8 which provides easy access to customer contact information and recorded sales opportunities at any time, from any location. Equipping sales professionals with instant access to valuable customer information when on the road or at customer sites can increase productivity and effectiveness while delivering an… Read More »
Recently one of our clients has mistakenly deleted a Company in Sage CRM and now they wanted to retrieve it again back to Sage CRM. Client tried to select the last visited record by navigating through the Recent List but got below message. Obvious message as the record was deleted from Sage CRM. Related Stuff:… Read More »
In our previous blog we had discussed regarding the Xeware control Document Plug In. Refer the below link for the same. https://www.greytrix.com/blogs/sagecrm/2011/08/26/xeware-document-drop-plug-in/ Sage CRM v7.2 has introduced a new feature to show/hide Document drop button from Communication screen. The New Stuff: Open Sage CRM Tabs in New Window Using Document Drop button on communication and calendar… Read More »
