Sage CRM incorporates vast bunch of features that are appealing in many aspects. One of the fascinating features is the Pipeline view that provides a quick view of the current status of Opportunities, Cases, Leads, etc. based on the respective stages in CRM. This view is available under MY CRM, Team CRM tabs. GUMU Integration:… Read More »
Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution… Read More »
Recently while working with Sage CRM 7.2 C version, I faced an issue where I was unable to find the records logged in CRM. I was getting bit strange error “THERE ARE ERRORS”. Strange, could not find these errors in any log file 🙂 The New Stuff:Get key metrics right on your Interactive Dashboard using… Read More »
This post is in continuation of my previous blogs written on outlook integration and its features. As you know, outlook integration is a client dependent application and sometimes you face very strange errors while using it. Related Post: Installing Outlook integration with SageCRM 7.2 Nowadays, everyone is upgrading to latest technologies of OS and related… Read More »
Sage CRM can be customized for reducing the data entry task by setting default values in some fields while entering data. There is an option of automating the task of feeding in same data in several records by Setting default values in Sage CRM. GUMU Sage 100 : Creating Order with existing Opportunity in GUMU… Read More »
World has become a Smart Phone world nowadays. The number of active smartphone users around the world has already topped 1 billion according to a global research and consulting firm. That number is only increasing. Considering this, it has become immensely important for business applications to go mobile nowadays. GUMU: Promote Orders in Real-time to Sage… Read More »
Sage CRM has a sophisticated security mechanism using which users will be able to access only a particular set of data records. The entire data can also be restricted to the users. Recently we have observed new security matrix added in IIS for Sage CRM v7.2. i.e. User is Logged out automatically out of Sage… Read More »
Sage CRM system is an easily configurable and adaptable in most of companies as it manages customer information in an organized manner. Due to this fact, Sage CRM can be used across any industry to manage business processes. Some business processes are simple and straight forward where plain vanilla Sage CRM can be used with… Read More »
For any application one of the most significant features that should be incorporated is to track the error generated at the run time. Trapping the error is highly important as it not only signals at the affected area but also saves time in resolving the issue. New Stuff: XML based Fusion charts in COM API Sage… Read More »
Table Level Scripts (TLS) are an alternative method of creating SQL triggers that can be performed in Sage CRM system. Table Level Script (TLS) are used to perform various operations after inserting records, updating or deleting records in Sage CRM. To perform operations, it is necessary to fetch the primary ID of the current entity in… Read More »
