It is critical to gain an understanding of Web Services configurations in CRM, as in day to day business practices we will keep on coming across the applications which need to communicate with CRM. The basic configurations for sage CRM web services can be done as mentioned below. Go to Administration | System | Web Services. The Web… Read More »
In the recent past I’d received several queries like; users getting logged out of the system whenever they keep their browser in idle state or navigate to other site. How to disable preferences tab for all CRM Users? Well, solutions to all such problems are available in CRM User Guide under user configuration section. Even… Read More »
Whenever we design email features in Sage CRM it’s always a hectic job to test it using actual scenarios. We can’t even use our organizational email servers as a small issue may lead to inboxes flooded with junk e-mails. So there has to be a simple approach to do this. In this blog post I… Read More »
When we put multiline text fields on the screen, they work quite well with standard structure. However if you enter the large data, the content expands to fit the limits of the column and it either extends vertically or horizontally. This has no problems however when we have more panels below the screen containing this… Read More »
GUMU™ Integration for Sage CRM-Sage 100(MAS 90/200) ERP has a wide range of features that are helpful and are easy to work with. In this blog, we would be discussing about working of our newly added functionality “Link Customer”. Check now: Link or unlink Sage CRM company with existing Sage 100 ERP Customer Previously, while… Read More »
SP2 patch for sage CRM version 7.2 comes with lots of functionalities we have been waiting for quite a long time. There are lots of enhancements done on document merging and filing functionality. Now the mail merge process is cross-browser compatible, which means you can now perform document merging with Sage CRM entities on browsers… Read More »
Synchronize dropdown is an essential functionality of GUMU™ Integration, wherein all the dropdown information from ERP system required for processing an order is populated in Sage CRM, just by a click of a button. This functionality is available in GUMU™ for Sage CRM when integrated with any of the ERP’s as Sage 100 (MAS 90/200),… Read More »
GUMU™ for Sage CRM integration with Sage 100(MAS 90/200) ERP is coming up with new features that will give the Integration users more functionality and back office access. GUMU™ Integration has a User-Friendly Interface with Real-time bi-directional link that integrates your front and back office, as a result making changes in either of the systems… Read More »
This is a dynamic and very useful new Feature in Sage CRM 7.1 SP2. Any crm user even with little knowledge of html can easily create new html templates which can be used for merging in CRM. To make create new template available to other users, or to make changes to templates which are available… Read More »
In Sage CRM, if we have created the field as selection, then it will allow us to select only single value globally on all screens. What if we want the field to be multiselect at the time of searching record through find page? For example, consider the field “Source” on New Case Screen which is… Read More »
