Category Archives: Sage CRM

Restriction on Date field for reports in Sage CRM Part-2

Reports in Sage CRM allows you to filter data in any way you choose. Reporting module can be used to view and measure call turnaround time and understand what is taking longer time to resolve and why. We can create simple summary reports or else we can create graphical reports for Weekly, monthly and quarterly… Read More »

Restriction on Date field for reports in Sage CRM

We all are familiar with Sage CRM’s Reporting tool, which helps to give a clear picture of ongoing work in very efficient manner. Just like many other features of CRM, even Reporting tool has some of its inbuilt features such as various report output options, chart options, sorting or grouping of output data etc. Even… Read More »

Migrate Contact from Salesforce as Person in Sage CRM

Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT!, Goldmine, SLX,… Read More »

Change the sequence of View Fields in SSA Field in Sage CRM

SSA fields prove to be one of the most efficient feature of Sage CRM in terms of searching as well as storing data in CRM. These fields can be created for any standard or customized entity. With the help of SSA fields, users can search records through a full-fledged search screen available within the field… Read More »

Suppress inactive records from SSA fields in Sage CRM

In Sage CRM while creating a record against a Company you must have noticed both Active and Inactive Company records are displayed in the SSA drop-down list. As displayed in below screenshot.In our blog we will provide a quick tip how you can exclude Inactive records from an SSA drop-down list by adding a short… Read More »

HTML Formatting of Notification Content in Sage CRM

Notifications are a very powerful tool in Sage CRM. It can keep Sales and Management people aware of what’s moving in their Sales pipeline. Sage CRM has inbuilt functionality to either show on screen notifications or send out email notifications. There are 2 ways to do this, escalation rules or Quick notifications. New Stuff: Highlight Date… Read More »

Highlight Date Column in Sage CRM Grid

We all know how we can add color to columns or rows of a list or grid using Sage CRM Api filterWhere condition. But if we notice carefully, a date field contains the value of Today or Tomorrow then it is displayed a “Today” or Tomorrow” in Sage CRM list/grid. So filterWhere condition cannot be… Read More »

Notifications not working in Sage CRM 2017 R1 onwards

Notifications are used to inform the user that a new record has been assigned to him or some changes has been made in the system. Sage CRM also has a Notification feature available in the system. You can set up Quick Notifications for Main entities from “Notifications” tab available under Administration -> Customization-> Entity. Over… Read More »

Troubleshoot Error – The GUMU™ for Sage CRM – Sage EM integration setup

GUMU™ for Sage CRM – Sage EM integration is a real-time bi-directional integration between Sage CRM and Sage EM enables users to access customer, invoice and order information from either of these two systems. Today in this blog, we will discuss how Sage CRM admin level user enable GUMU integration access to each Sage CRM… Read More »

Enabling GUMU™ for Sage CRM- Sage EM integration access for any user

GUMU™ for Sage CRM – Sage EM integration is a real-time bi-directional integration between Sage CRM and Sage EM enables users to access customer, invoice and order information from either of these two systems. Today in this blog, we will discuss how Sage CRM admin level user enable GUMU integration access to each Sage CRM… Read More »