In Sage CRM, if we create a new company or person, there is a phone and email section to store the phone and email details. This screen is designed in order to capture all the phone details that are possible. However what if some details are not required like Pager details, nobody uses it anymore.… Read More: Remove unwanted Phone-Email fields »
In SageCRM, there is an “Export to File” button in the Find area of the main menu. After clicking on this button “Export Saved Search” screen opens. On this screen there is textbox “Create entry in shared documents” which is checked by default. This result in storing output generated to shared documents which in turn… Read More: Stop saving exported report files in shared documents »
In Sage CRM, we can add the multiline text field. In multiline text field we can enter the multiple lines of free text. While working on the Sage CRM 7.1 d version, we encountered an issue with the multiline text field. While saving a large text, it gives an error “String index out of range”.… Read More: Issue with multiline text fields in sageCRM 7.1d »
Currently in CRM, for Search Select Advanced of any primary entity there is a small arrow on the right hand side of the SSA field with find and clear options. After clicking on find option the system will open find screen. But if we create Search Select Advance of custom entity and clicks on find… Read More: How to remove Arrow button of Search Select Advanced field »
A report helps to give a quick review of information/data entered. It is very simple to create a report in Sage CRM. Sage CRM reports are built using views to access information from a database. Creating or customizing the views in Sage CRM can allow you to create reports for specific requirement. Let us take… Read More: Generating simple reports in Sage CRM »
As we all know Cross-browser Compatibility refers to the ability of a website, web application, and HTML construct or client-side scripts to function in widely huge number of browsers that came into the picture in modern world. New service pack SP2 to Sage CRM v7.1 supports the most recent versions of Mozilla Firefox, Google Chrome,… Read More: Cross-Browser Compatibility in Sage CRM 7.1 SP2 »
In our previous blog, we discussed that our latest version of GUMU™ Integration for Sage CRM – Sage 100 (MAS 90/200) ERP provides an option to create an AR Invoices in Sage 100 ERP from within Sage CRM. In this blog, we would be discussing, about its working and how we can create AR Invoice… Read More: Configuration and Working for Creating AR Invoice in Sage CRM… »
Greytrix has been zealous to provide an Integration solution, which would help Salesperson/Users to have real-time business information on their fingertips. With new enhancement to our GUMU™ Integration Solution “GUMU™ for Sage CRM-Sage 100 ERP”, Sage CRM User/Salesperson visiting to a client can look into his/her client’s history in the Sage CRM system before he… Read More: View GUMU™ for Sage CRM-Sage 100 Integration tabs in iPhone… »
Greytrix has been zealous to provide an Integration solution, which would help Salesperson/Users to have real time business information on their fingertips. With new enhancement to our GUMU™ Integration Solution “GUMU™ for Sage CRM-Sage 100 ERP”, Sage CRM User/Salesperson visiting to a client can look into his/her client’s history in the Sage CRM system before… Read More: View GUMU for Sage CRM-Sage 100 Integration tabs in iPhone… »
While working on CRM implementation we often tumble upon the IIS settings. Various IIS setting are playing very important role in most of the functionalities of Sage CRM like document drop functionality, data upload feature etc. If you face any such issues below are some of the IIS settings you can check to try and… Read More: CRM Configuration – IIS Settings »
