GUMU™ for Sage CRM and Sage 100 Integration Link is a real time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real time, 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… Read More: GUMU™ for Sage CRM – Sage 100 Integration compatible with… »
With the release of Sage CRM 7.2, Sage has introduced many valuable features which has proved very beneficial for every business sector. However some issue which were encountered in Sage CRM7.2 version were been resolved in the upcoming patches. However, after upgrading Sage CRM from 7.2 d patch to Sage CRM 7.2.I patch we tried… Read More: Unexpected Error Message received while selecting Display Team for a… »
Customer Relationship Management (CRM) is amongst the most valuable systems that businesses can implement. Enterprises have realized that fastest way to increase sales and profits is by investing in CRM and using it to put the customer at the heart of their business. A CRM brings together the customer information that can be translated into… Read More: Sage CRM 2017 R1: Reimagine how you use CRM in… »
“Now you can manage contracts, budgeting, internal resource tracking, training & membership management, projects and much more all inside a single application.” Read further to know how. CRM applications have evolved over the years with capabilities to do much more than managing traditional sales and marketing processes. Organizations using Sage CRM are already aware of… Read More: Sage CRM adds more to your business operations tracking; goes… »
Each application have a backend (SQL, Oracle etc.). A database is a collection of information that is organized so that it can easily be accessed, managed and updated. In Sage CRM different tables are available, each table contains different data information. Tables are nothing but the collection of rows and columns as we already know.… Read More: Role of “CRMEmailPhoneData” table in Sage CRM »
While creating a project plan, you will begin with mapping out various tasks, dependencies, Resources. While doing that, you need to remember about a very important component of any project plan: Milestones. First you need to understand the difference between Task and Milestone. Task: A Task is an activity that team needs to accomplish in a defined… Read More: Benefit of Using Milestones in Project Plan »
Sage CRM is an effective business management tool that sustains sales, customer service, and marketing processes. It provides a well-defined platform for all business units to interact with their clients, fulfill their needs and demands effectively, assisting organizations to automate, manage and analyze customer interactions improving business relationships. Greytrix is now one of the primary… Read More: 5 things Sage CRM can do with Sage CRM Diagnostic… »
In our previous blog series, we discussed about installing and configuring Sage 100 SData. In this blog, we will discuss about creating a gadget in Sage CRM which will display Sage 100 AR invoices from Sage 100 in Sage CRM using SData. New Stuff: Displaying quantity on hand information in Sage CRM in GUMU for Sage CRM… Read More: How to create gadget in Sage CRM to view Sage… »
In Sage CRM user can export data into Excel/PDF/CSV using Export to file button available on Search screen. You can also restrict access to this button to make it available only for Managers and Administrators. You can refer below blog link for your reference. Related Post: Hide Export data option for Non admin users By default, when you… Read More: How to add more columns in Export to file documents »
Sage CRM provides Report functionality through which we can create simple as well as complex report in CRM. Report helps us in getting clear idea about ongoing work also. New Stuff: Troubleshooting an error message of GUMU™ Integration – ‘File does not exist’ In CRM, we have reports of different categories like Activity reports, Campaign, Customer… Read More: Remove ‘All Report Categories’ option from Reports Menu »
