Being a SageCRM technical/functional support engineers we face range of issues related to SageCRM customizations, configurations, coding, upgrades etc. New Stuff: GUMU™ Sage 100 Tips – Creating additional contacts from Sage CRM to Sage 100 We have seen whenever there is a challenge, many of us start googling for a solution or start browsing SageCRM… Read More »
Sage 300 ERP tracks the pending payments in a nice and detailed manner. However when it comes to follow ups, ERP and accounting guys will do it but what would be an more efficient way of doing this? We have customized Sage CRM communications module to track these pending payment follow ups in CRM. The… Read More »
On a regular basis, a User may insert a large number of records (Company / Person) in Sage CRM. Sometimes there is a possibility that those records might get duplicated in Sage CRM. Though Sage CRM has an option to merge company and person data, but that is a manual process and requires human intervention.… Read More »
Few days back while checking Sage CRM Community forum, we came across a question – Why does Sage CRM show 2 solution entries in Sage CRM ‘Find’ screen instead of one? Coming Soon: GUMU for Sage CRM – Sage ERP X3 Integration ~ Real-time, Bi-directional This find menu options are displayed by using find Tab Group. To… Read More »
While working on the upgrade of GUMU for Sage CRM Sage 300 Order Entry Integration, we observed the below message on Quote and Order summary screens (in the blue bar) for one of the Orders. This Quote/Order is read only because of changes made in the OE Admin. Brief about our GUMU for Sage CRM-Sage 300 Order… Read More »
Sage CRM allows us to customize Lists, Grids, and Screens in such way that with little bit of a trick; Sage CRM users can add data security. Data security can be provided at various levels for an entity, for screens, tabs or at the field level. In this blog, we will explain how security can… Read More »
Sage CRM 7.2 introduced a new powerful and simple way to use API for carrying out client side customizations. In my previous blog I had explained how we can hide and show fields using Client side API. Below is the link for the same. New way of Client side field customizations In this blog I… Read More »
In Sage CRM customizations most of the times we need query string (URL) parameters to be used in the code. As far as server side programming is concerned, there are several ways by which we can get URL values and use them. Complexity increases when it comes to client side scripting. One needs to write… Read More »
In Sage CRM 7.2, Sage has introduced a new method of registering a License key where you will be asked to fill up the form in CRM and submit. I have been writing about the several issues you can face with this process when upgrading from previous versions of the CRM or restoring databases from… Read More »
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 »
