Once while accessing the sage CRM, I enabled the IIS AutoLogin feature. After this CRM did not allow me to login into CRM again even though when I entered the right windows credentials and also my username exists in active directory of domain. So this might have been because i might not have configured active… Read More »
One day while doing the design of Summary page for one of the custom entities an unobvious thought came into my mind whether I can swap the positions of Button text and Button image on button control. Also following sage CRM standards I wanted to use the standard AddButton feature only tomake sure all the… Read More »
Sales Forecasting is a standard feature of the SageCRM application for both Individual CRM users and Teams. Its functionality is to allow individual Sales Users to enter forecasts using their opportunity pipeline. Forecasts tab can be seen on My CRM. Sometimes when we try to create a new Forecast for the current year, you might… Read More »
Sage CRM provides an option to add button to a screen through ‘Button Groups’. For example, if you need to add a button in New Case screen then you can create the Button Group associate it with ‘newcase’ system action. Once this is done the button appears on the New Case screen. Button Groups are… Read More »
We are very much familiar that Sage CRM provides very strong Themes based design using the eWare.css file. It has lots of pre-built CSS classes which are used by standard controls as well as they can be used by the custom controls we create. I am elaborating one such example in this blog. I came across the… Read More »
GUMU™ Integration link for Sage CRM and Sage MAS 90/200 ERP (aka Sage 100 ERP) is widely known for providing a range of features and a user friendly interface to its users. GUMU™ Integration is a real time, bi-directional link that integrates your front office and back office at a real-time basis, thus changes made… Read More »
In our GUMU™ integration, we can make use of Salesperson mapping functionality for linking Sage CRM users with Sage 100 (MAS 90/200) Salesperson. This functionality integrates Account Manger field in SageCRM with MAS 90/200 Salesperson field. Please refer the below screenshot. Once Salesperson Mapping functionality is established and territories are build it will provide all… Read More »
Sage CRM provides many features at administration level that can be used to make modifications and customizations without having to do intense coding. For e.g. Workflow, Table Level Scripting, Translation. In this blog we am going to explain the notification feature of Escalation in Sage CRM. Escalation is a key tool of CRM to implement different kinds… Read More »
Usually the client’s requirements are something to do with enhancing the existing screens or functionality. However sometimes we do come across requirements where they need to remove some features from existing standard screens. Its generally not recommended to take drastic steps but it was a business need. Sage CRM provides us with options to Create… Read More »
Consider a scenario where we need to populate a field value from another table to Company Summary screen. To achieve the same we need to access the database to get the field value and then display the same on the screen. For example FinalTotal is a field in any other table in CRM. You want… Read More »
