As we all know that we can access Sage CRM through mobile using an external URL. However, in Sage CRM desktop application you can distinguish two types of communication (Appointment and Task) using New Task or New Appointment buttons. But in the mobile application, there is only one button to create i.e. via New Communication.… Read More: Create Communications (Appointments/Task) on Sage CRM Mobile Apps »
One of the best feature provided by Sage CRM is Groups, which is used for grouping a set of records of a particular entity. This functionality is available for all the standard entities of SAGE CRM i.e. Company, Person, Cases, Opportunity etc. This grouping can also be done based on a specific condition for example,… Read More: Group’s Source View is not visible while creating a new… »
You all must be aware of the Favourites feature provided in Sage CRM that is used to bookmark the records in CRM, just like we do in Chrome, IE or any other browsers. Marking the records as Favourites helps to keep the records handy, thereby allowing to access the records on the go. However, there… Read More: Extending the Favourites Facility in Sage CRM »
Sage CRM has proved to be very much flexible when it comes to accommodating customizations as per the business needs. Recently we came across a requirement, where the Client was not only interested in getting the access to the records assigned to a particular user but also in getting a proper view of all the… Read More: Adding a Pipeline graphic to List using .Net API in… »
GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. Using GUMU™, a user can promote Sage CRM Company, promote sales order from Sage CRM to Sage 100. In addition to this, all the information for Sage 100 customer flows between Sage CRM – Sage 100 on real time depending… Read More: New Enhancements of GUMU™ for Sage CRM – Sage 100… »
GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage EM and vice versa. Using GUMU™, a user can promote Sage CRM Company, promote sales order from Sage CRM to Sage X3. In addition to this, all the information for Sage X3… Read More: Error Logs path in Sage CRM – Sage X3 GUMU™… »
GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. Today, in this blog we will discuss about new feature which we had received for one of our client and we have incorporated the same in our latest version of GUMU product. New Stuff: New Feature in GUMU for Sage CRM… Read More: Credit Limit Exceed/Credit on Hold message using GUMU™ Integration »
Library management is a vital part of any business. Different types of documents shared within business needs to be centralized for easy access. Sage CRM has inbuilt Library Management feature which allows users to store different types of documents against different entities. These uploaded documents can be viewed in Documents tab available against entities like… Read More: Security Policies applied to Library entity with release of Sage… »
Calendar is one of the effective and main feature available in Sage CRM. In the latest versions of CRM many new functionalities have been added. You can refer earlier blogs for calendar functionalities in Sage CRM. In this blog, we will be explaining how to change the default status of communications while loading the calendar… Read More: Changing the Default Status of Communications while loading Calendar in… »
Sage CRM has provided an inbuilt feature to modify its Themes, Report Formats and Button Color etc. Few days back, one of the Sage CRM user approached us with a requirement to modify Sage CRM Login screen with their Company Logo. In earlier blog, we had explained how it can be done when Sage CRM… Read More: Basic modifications to Sage CRM Layouts »
