In our earlier post, we had explained how to restrict any particular user from accessing workflow rule. Refer below link. Restricting Workflow rules to Assigned User New Stuff: Secure Documents and Communications in Sage CRM In this blog, we will explain how to restrict access on Workflow Rules based on Teams. Consider an example, where you… Read More: Restrict Access to Workflow Rules based on Teams »
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: Display data in Graphical form in Sage CRM »
In earlier versions (Sage CRM v6.2 integrated with Sage Accpac v5.5 and v5.6), there was Order / Quotes tab which had an ability to create orders from an Opportunity. However in the newer versions (Sage CRM v7.0 with Sage Accpac v6.0), Quotes and Orders are created through the Quotes and Orders tabs (SWT screens) which… Read More: Customize Sage CRM Order Screens to Promote Orders into Sage… »
Sage CRM provides a very powerful and effective feature of dashboard which can be used to monitor the business processes at a quick glance to provide an instant overview of key elements of business performance. Read our other dashboard related posts at the end of the blog. In this blog, we will explain the steps… Read More: Sage 300 Order Details in Sage CRM Dashboard »
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 »
