Another one in the Sage CRM – EES basket :). After the integration of the RMA entry screen with case entity in Sage CRM Greytrix is back with another one. This one provides the user with a dashboard which shows the data from MAS in a graphical format. Since we have used the Fusion Chart… Read More »
Secured password is mandatory feature in any application. If your password is not encrypted/ secured then there is a possibility of security violation or can anyone hack your password. To avoid these kinds of issues your password should be well formed and follow some rules. Sage CRM includes two major modules that are: – Sage… Read More »
Apart from GUMU™ for Sage CRM – MAS 90/200 integration, Sage CRM and MAS 90/200 EES is another product which enables the user to have the integration between two system. No, this is not the blog where I am comparing the two products (I will save it for later :)). I would like to take… Read More »
Ideally speaking this will not be an out of box feature that everybody needs in CRM, however I came across many such requirements these days where people either wanted to use id fields on the screen as unique reference values. Some just wanted to display them on the screen for viewing purpose. Some wanted to… Read More »
In Sage CRM, the reference number in Order and Quote entity is auto populated and ready only field where the value in viewed only when you save the record. By default the format is “ORD-#O/#N” where ORD is constant, #O is the opportunity id and #N is the incremental number. Like all good practices, Sage… Read More »
In Sage CRM there are 2 places from where we can notify the user. The notifications can be raised from. Notification at escalation rule. Notification at entity level. Let me just clarify the working of each one so that you would be in a position to know which one would be the best for your… Read More »
In the Sage CRM version we found that Sage has done away with the Pers_PhoneCountryCode, Pers_PhoneAreaCode and Pers_PhoneNumber fields for phone and Pers_FaxCountryCode, Pers_FaxAreaCode and Pers_FaxNumber for fax numbers which were part of the person table. Likewise, the pers_emailaddress field has been excluded from the person table. Now this data would be stored in Phone… Read More »
In our earlier post you read about the key points of our GUMU MAS EES which works parallel with your SageCRM – Sage MAS 90/200 EES. GUMU MAS Integration now for your Sage CRM – Sage MAS 90 EES – Part I Now is the time to actually see how it works and how your… Read More »
In Sage CRM the selection lists like country is sorted aphetically. “So how else do you expect it to be” would be the next question, isn’t it. But say, your most or all customers are in US or Canada and every time you create a new customer you have to scroll till you reach US… Read More »
Get REAL TIME information in your Sage CRM – Sage MAS EES..Yes, its True!!We are glad to announce the release of our new solution GUMU MAS EES. Your favorite GUMU for SageCRM – Sage MAS90/200 Integration features now packed in a new solution which works parallel with SageCRM – Sage MAS 90/200 EES. So basically… Read More »
