With the release of Sage CRM 2018 R2, some of the coolest features of screen calibration were announced. One of these feature includes “Display three-line menu”. New Stuff: Masking Email and Phone Number in SAGE CRM Display 3 Line Menu option has helped optimizing the Main Menu for long item names and narrow screens. Users can… Read More »
We have come across various instances of Export to excel issues identified in CRM and surprisingly there have been various resolutions as well. In today’s blog, we will explain one such resolution applied for the error message “The size of the report is too big, use the filter criteria to reduce the size of the… Read More »
Date fields have been a challenging and sometimes a difficult task to work with in Sage CRM. Client side scripts and JQuery has although taken up customizations to a higher level, it does requires to write a few lines of codes/functions in order to customize the Date field’s functional behavior. New Post: Generate Unique Reference Number… Read More »
In previous blog, we have seen that how we can call stored procedure from workflow action. Now, I will explain you, how we can use the same feature to generate Unique Reference Number for other entities like Case, Quote or Order. New Stuff: How to enable Export to Excel on Calendar List in Sage CRM? We… Read More »
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT!, Goldmine, SLX,… Read More »
In our earlier blog, we explained about the new feature introduced in Sage CRM 2018 R2 i.e. Consent. It helped to capture the global and local legislation surrounding people data, including the GDPR in Sage CRM. In this blog, we will explain how you can maintain tracking of those persons who haven’t responded to the… Read More »
Sales Module of Sage CRM comprises of various different entities such as Opportunity, Quotes, Orders, and Forecast etc. One of the major element of these entities is the Currency value. Since every country has its own Base Currency, Business or Sales done in these different territories must have to be dealt with its respective currency… Read More »
GUMU™ for Sage CRM and Sage 100 Integration is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real-time, a bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The link supports… Read More »
In our previous blog, we have discussed our Modification related to Link server in GUMU™ for Sage CRM – Sage X3 integration. Here we will discuss creating Link server in case if multiple Sage X3 folders are integrated with a single instance of Sage CRM using our GUMU™ for Sage CRM – Sage Enterprise Management… Read More »
