Sage CRM Mobile allows you to work online using a web browser on any mobile device, such as a smartphone or tablet. Each device has a string of text, called a user agent that describes the device to Sage CRM. The user agent contains the version of browser and operating system that’s on the device. Sage CRM interprets the user… Read More »
The Grid or List in Sage CRM allows user to view the multiple records on a single page. Sage CRM also allows Users to personalize the settings i.e. chose the number of records they wish to see in the list; from the Preferences tab. Besides this, these lists can be customized to a greater extent… Read More »
Along with the various features provided by Sage CRM, it has also been familiar for the various types of Notifications through which not only CRM Users but also the Customers can be notified about a series of actions recorded in Sage CRM. Email Notifications, on – screen notifications, SMS are some of the examples of… Read More »
Workflow plays a vital role in Sage CRM. Designing and implementing business process in CRM in order to let the same process flow to be followed as it was out of the system, is easily achieved in Sage CRM. Another advantage is the provision to not only create Custom entities in CRM but also apply… Read More »
Sage CRM has never failed to amaze us with various exciting features, be it related to new functionalities or user interface. The ease in adapting changes with few steps of configurations is a value added advantage of Sage CRM. In this blog, we will explain how we adapted changes in Notification list of CRM. New… Read More »
The Grid or List in Sage CRM allows user to view the multiple records on a single page. Sage CRM also allows Users to personalize the settings i.e. chose the number of records they wish to see in the list; from the Preferences tab. Besides this, these lists can be customized to a greater extent… Read More »
Sage CRM’s reporting tool has helped to get a clear picture of all the work data in a very efficient way. Users can either fetch all the data at once or apply various criteria such as date, company, or stage of the record to get the data in an appropriate manner. Different report display options… Read More »
Latest version of Sage CRM Self Service portal is fully customer responsive. Self-service portal is designed in such a way that customer can easily adopt the portal. With self-service portal customer can access cases i.e. ticket or related notes as per business needs. Beauty of portal is that customer can create ticket, can see all… Read More »
Our GUMU™ for Sage CRM – QuickBooks Integration Link is an external/ bi-directional synch utility that integrates QuickBooks and Sage CRM. GUMU™ Integration synchronizes data with the help of scheduler, data is updated bi-directionally. Our GUMU™ Sage CRM – QuickBooks Integration is compatible with Sage CRM v2019 R1 and QuickBooks US Enterprise v2019. New Stuff: Configuring… Read More »
GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional integration between Sage CRM and Sage X3 through which users can access customer, invoice and order information from either of these two systems. New Stuff: Pre– Requisites for installing GUMU for Sage CRM- Sage X3 We always release the new version of GUMU with… Read More »
