Category Archives: Sage CRM 7.2

Display Sage 300 Customer Aging Report in Sage CRM Self Service

In our earlier post, we had explained how to display Sage 300 Customer Document History in Sage CRM Self-service. https://www.greytrix.com/blogs/sagecrm/2016/02/22/display-sage-300-customer-document-history-in-sage-crm-self-service/ In this blog, we will explain you how Customer Aging can be displayed in Sage CRM Self-service. New Stuff: What’s New – GUMU integration is now compatible with Sage 100 2016 In Sage CRM, Customer… Read More »

Display Sage 300 Customer Document History in Sage CRM Self Service

Sage CRM Self-service access can be given to Customer to view data related to him. Self-service by default shows Customer Cases, Opportunity etc. Recently one of our Implementation team member asked us our development team if they can display Document History of Customer in Self-service and answer is yes, it can be displayed. New Stuff: Apply… Read More »

Apply Styles to Sage CRM Fields

Sage has introduced inbuilt Client Side API from Sage CRM v7.2 onwards. In this blog post, we will explain how styles can be applied to Sage CRM fields by client side API. New Stuff: Restrict Users to create order if Credit Limit is exceeded Let’s consider that you want to apply style for the fields… Read More »

Display Logged in Users List in Sage CRM Dashboard

In earlier posts, we had explained how Interactive Dashboards can be used within Sage CRM and perform daily tasks in well-organized manner. New Stuff: Restrict Inactive Companies & Contacts when Adding a New Case Suppose System Administrator wants to perform certain activity in Sage CRM without disturbing any users. Then he can view how many… Read More »

Restrict Inactive Companies & Contacts when Adding a New Case

Sage CRM provides your customer care team with the ability to record customer inquiries/incidents. Few days back, we come up with requirement to restrict to display only Active Companies & Contacts to be displayed in Company and Person fields of Case Web Picker screen. New Stuff: Report Category Access to particular users in Sage CRM Now,… Read More »

Report Category Access to particular users in Sage CRM

Reporting is very essential in any business process as it gives clear picture of ongoing work in an efficient manner. Sage CRM also provides Reporting feature and security structure. New Stuff: Sage CRM and Sage 300 ERP Integration Part-3 In Report section, you can see many Reports Category are available and each Report Category will… Read More »

Mass Update in Sage CRM

The mass update function allows you to simultaneously update same fields in selected records within a group. Consider if one of Sales Person is left from Organization and System Administrator wanted to assign all of his Customers, Contacts to new Sales Person, then Sage CRM Mass Update function can be used effectively. New Stuff: How to Remove Report Category from… Read More »

Sage CRM and Sage 300 ERP Integration Part-3

Hi everyone, in this blog article I will be explaining you few important steps with regards to Sage CRM and 300 ERP integration configuration. Well, sometimes while setting up the integration on client environment we face issues which are specifically related to access violation or improper rights given to Program folders. New Stuff: How to Remove… Read More »

How to Remove Report Category from CRM?

As we all know that Sage CRM comes with several features which enhance the product usability. In this blog we will be talking about Reports and its maintenance. As a standard offering Sage CRM comes with several reports which are available in different categories. So, while implementing Sage CRM for a client we may need… Read More »

Automatic Closure of Dormant Leads

We may want to have Leads that has not been attended for 6 months, to be automatically marked as ‘Closed‘. The easiest way to do this, is to schedule a Job in SQL. New Stuff: Add Calendar Gadget in an Interactive Dashboard in Sage CRM One can easily check leads which are 6 months older in… Read More »