As we all know Sage CRM comes with various features which help every users in many ways. Likewise, report section is useful for them who need to track their performance or other information. New Stuff: Migrate Users from Salesforce to Sage CRM We have seen multiple instances where users have a habit of to create records… Read More »
We help in migrating data from a number of Source CRM (i.e. Act!, Goldmine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration center. In Salesforce.com to Sage CRM migration, we converts all existing information such as Account, Contact, Opportunities, Cases, Leads, Notes, Users, Tasks, Events and Attachments… Read More »
Hi Folks! Today In this blog I would like to explore license key expiry option available in CRM. Suppose, you are using license key with a validity attached to it and you want someone from the team to renew it before it crosses the time. New Stuff: Display List on Communication screen – Part II Under… Read More »
In our previous blog, we have explained the functionality to display the list on Standard Communication screen by using HTML scripting. But, this time we will be explaining how to add communication list using JAVASCRIPT. New Stuff: Promoting Quote to an Order issue Here, we were asked by our customer to display past communication records regarding… Read More »
We all have been experiencing various glitches in Sage CRM and ERP integration setup where few of them are related to product or discrepancies in system configuration. Recently, we have observed an issue while Promoting Quote to an Order. The error message says “Negative Inventory levels are not allowed for item 1293030 at location Mumbai”.… Read More »
As we all know, business process flow is managed with the help of Workflows in Sage CRM which is by default enabled for primary entities. We can also enable workflow for Secondary or Custom entities with the help of below article posted by Jeff. https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx Well, one of our client came with a requirement that,… Read More »
In this blog, we will be looking at a solution which will allow system to tag/link Company and Person against those email addresses which are not available in CRM. Let me explain this with an example. Suppose, we have a Person associated with Greytrix Company in CRM which has 2 email addresses added against him.… Read More »
Top content screens in Sage CRM gives quick overview of the entity without having to look at the entire summary screen. Sometimes there is a requirement from client that they need some additional information in the top content and this can be achieved with the help of below blog link. Related Post: Additional Information in Entity… Read More »
GUMU™ for Sage CRM – Sage 100 integration is real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. This GUMU™ integration link is completely customizable to accommodate your custom requirement. One of our client had such requirement where he wanted to synchronize the Sage 100… Read More »
GUMU™ Integration has a User Friendly Interface with Real time bi-directional link that integrates your front and back office, as a result making changes in either of the systems is directly reflected into another system or vice-versa. With the GUMU™ Sage CRM – Sage 100 Real-time, Bi-directional integration, you can access customer information, promote orders… Read More »
