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: Identify Sage CRM version and its patches »
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: How to identify Merged Companies in Sage CRM »
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: Configuring Sage CRM v7.2 – Sage 300 ERP 2012 integration »
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: Sage CRM 7.2 Sales Tracker app »
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: Retrieve deleted records in Sage CRM »
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: Allow ActiveX Document Drop in CRM v7.2 »
Few days back Sage has released Sage CRM v7.2 – Sage 300 ERP integrated setup files. So thought to install it on machine and check the new version and its features. The New Stuff : New Item Inventory Lookup in Sage CRM – Sage 300 ERP integrated system While setting up system Sage CRM v7.2 and… Read More: Registration screen in CRM v7.2 »
