GUMU™ for Sage CRM – Sage X3 integration link is real time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. New Stuff: How to resolve error while reading webservices description – Troubleshooting Tips In our GUMU™ for Sage CRM – Sage X3 Integration link, we use Sage X3 Web Services… Read More »
In the below blog I will be explaining about a feature that’s been available since CRM version 6.2. This feature can help you sync fields from Company/Person/Address entities of the CRM Appointment/Task to the available Outlook Appointment/Task body. New Stuff: How to set the background Color of Fusion Chart Report Here, we are going to explain… Read More »
With the help of Pipeline view in Sage CRM we can easily view the current status of Opportunities and Cases based on the respective stages in CRM. Clicking on a section of the pipeline or on one of the stage hyperlinks underneath the pipeline drills down the Statistics panel to show statistics for the selected… Read More »
In our previous blog, we gone through how to create GUMU configuration screen at Sage X3 side. In this blog we will discuss how to create Menu Sub Module and Navigation for GUMU configuration screen at Sage X3 Side New Stuff: Implementing Real time synchronization from Sage X3 to Sage CRM using GUMU Lets walk through how to create Menu sub mi-module and navigation for GUMU configuration screen,… Read More »
Sage CRM- Self Service is portal which allows your Customers, Venders and Business Partners to view there relevant information, Queries, complaints etc. by logging into the Self Service Portal. When you are installing the Sage CRM, it allows you to install the Self-service or not. If you installed the Self service. Your Self- service gets… Read More »
The “Update Territory” function allows you to simultaneously update same fields in selected records within a group. Due to changes in the business structure such as size, geography, type etc companies are required to change its territory. Then Sage CRM Update Territory function can be used effectively. New Stuff: Signature in Sage CRM In the… Read More »
Nowadays businesses have evolved, we have come a long way from Shops to Websites, E-commerce, home deliveries and then Mobile Apps. New Stuff: Enable Workflow Capability to an existing Entity Major part of service industry is customer satisfaction and feedback. To maintain the Quality of Service and everyday transactions updated. Companies need the data of every… Read More »
Recently we came across a requirement to enable Workflow for one of the existing custom entity that client is using. The custom entity was added into Sage CRM using Sage CRM Main entity component wizard. This is the component wizard that will help you to add new custom entities into the system. It will build… Read More »
In one of our earlier blog we have discussed about Information and Error message feature of Sage CRM 7.2. Information and Error Message feature in Sage CRM v7.2 Now in this blog we are going to discuss the additional uses of Information Message in Sage CRM. We all know Sage CRM Pipeline shows the quick view… Read More »
Date Preferences: A Date is made of three elements namely Month, Date and Year and we can set combinations depending on country to have a date format. Example MM/DD/YY. Sage CRM has different date formats which user can set for his own instance in User Preferences. Once user selects date format, all the date fields… Read More »
