Category Archives: Sage CRM

SageCRM – Pro Integration Enhancements

The standard SageCRM functionality allows us to integrate with Pro system. But there are certain enhancements which we can add to make it more useful for Sage CRM users. After the very successful Sage CRM – Sage Pro Order Entry add-on (http://sagecrmaddons.blogspot.com/2009/05/greytrix-sage-crm-web-oe-for-pro.html ) we have developed more components for showing data from Sage Pro in… Read More »

Error saving value in Date field

What all methods do we need while updating data to the CRM database? We can use CreateRecord, FindRecord or either simple Update query and ExecSql can also update the data in CRM database as per our need. Now the hitch is always when the date field comes into picture. Consider the scenario, you have created… Read More »

CRM database daily backup

Backup task is something that is very much required to be done every day in order to maintain working system over the time and recover through potential system crashes. However scheduling the one is not a great task, but needs accuracy in execution Through my observations of the processes I would not recommend third party… Read More »

Use SageCRM on your Terms

Whenever I install SageCRM there is a screen in the installation wizard which we mostly tend to ignore and move on. I am talking about the terms and conditions screen. The terms and conditions that you see are Sage Terms and Conditions for using the SageCRM product. These terms and conditions are applicable to the… Read More »

On TOP of the List

Just finished reading an article on “Super Wheels” on the internet. The cars pictured on the article look awesome. All through the article there was a shiny pictures of cars and then how fast it could go, the other technical specifications etc. I did not bother to read the cost as it looked to be… Read More »

Greytrix Integration and Migration Solutions for Sage

We’ll see today some nice graphical presentation of Greytrix migration and integrations solutions created specially for Sage Product Lines better know as ‘GUMU’ Solutions for Sage. As we tell all our partners for any of your integration or migration needs visit our website http://www.greytrix.com or email us on sage@greytrix.com and we may have a GUMU… Read More »

GUMU for Sage CRM – Sage 500 ERP Integration

Greytrix has released its latest version of GUMU SageCRM integration with Sage 500 ERP. This is a real time bi-directional integration between Sage CRM and Sage 500 ERP. Based on our experiences with the earlier versions and resellers feedback we have incorporated some new features and likewise we have dropped some unwanted and cumbersome steps… Read More »

GUMU™ for Sage CRM – Sage 500 ERP Integration

Greytrix has released its latest version of GUMU™ Sage CRM integration with Sage 500 ERP. This is a real-time bi-directional integration between Sage CRM and Sage 500 ERP. Based on our experiences with the earlier versions and resellers feedback we have incorporated some new features and likewise, we have dropped some unwanted and cumbersome steps… Read More »

Error exporting reports to excel in CRM

As per the standard sage CRM functionality, we can export reports to excel file. Sometimes we get errors while doing so. One of the most commonly occurring errors is that we are not able to see an Excel radio box option while exporting report. Most probably this occurs when excel is not installed on CRM… Read More »