Category Archives: Sage CRM

GUMU™ for Sage CRM – Sage X3 Integration – License information

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where a user can update the information from Sage CRM to Sage X3 and vice versa. In GUMU™ for Sage CRM – Sage X3 integration, a user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage… Read More »

Greytrix Sage CRM – Sage X3 Integration – All info about Trial, versions supported, migration

Greytrix, a Global ISV and a multi award winner for Sage ERP and Sage CRM has reaffirmed its close relationship with Sage by receiving the Rockstar ISV Status for its flagship product – GUMU™ for Sage CRM – Sage X3 Integration. Greytrix receives this highest accolade from Sage that authorizes GUMU™ for Sage CRM –… Read More »

Freeze the position of buttons in Sage CRM screens

There is no doubt in the efficiency of Sage CRM in terms of maintaining and managing the data. One of the added feature is the look and feel, the user-friendly UI of all CRM entity’s screen which helps the User to understand data entry functionality quite easily. One of the minor drawback of this UI… Read More »

How to Exclude Auto-Opportunities created in Sage CRM?

Sage CRM’s Opportunities is the heart of every potential sale done with the Customer. These opportunities further helps to track/maintain the Quotations and Orders raised against the Sale. However, CRM’s feature of allowing the Users to create direct Quotes or Orders in CRM is also not left unnoticed, which can help the Users to maintain… Read More »

Modifying the values of User Select field of Email Editor Screen in Sage CRM – Part 2

Hi Folks!! This blog is in continuation of our previous blog wherein we explained how you can modify the values or the names that are been displayed in User select field of Email Editor Screen in Sage CRM. You can refer below link for the same. Related Stuff: Modifying the values of User Select field… Read More »

Hide Merge to PDF option from New Menu in Sage CRM

As you know, Sage CRM 7.3 came with a feature of creating PDF merged documents. You can create PDF merged documents using “Merge To PDF” option available in New Menu. Also, you can do the same from workflow also. Please refer below blog link for the same. Related Post: Merge to PDF through workflow in Sage… Read More »

Customizing Style Sheet of Sage CRM Reports

Sage CRM has been very supportive when it comes to manage data as well as view the same in the form of Reports or Dashboards. Reports proves very useful when you need to track the performance or any information on the fly. Where customizing the data that needs to be extracted in Reports, applying filters… Read More »

Modifying the values of User Select field of Email Editor Screen in Sage CRM

One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen.… Read More »