As we all know Sage CRM is considered to be an easily customizable software solution as per the client needs. The standard CRM solution itself allows many easy ways to make the customization whereas, it also supports Client Side Scripting to achieve the same. New Stuff: Business Manager in Sage CRM The field’s arrangement in standard… Read More »
Business management is the process of developing the strategies, plans, procedures and policies that guide a business. It involves coordinating human, financial and material resources to achieve organizational objectives. More on: Greytrix Sage CRM Business Manager Greytrix has launched Sage CRM Business Manager Suite with below Add-Ons: Project Manager Budget Planner Event Manager Contract Manager Resource Planner… Read More »
Hi Folks! In this blog I would like to explore one more document functionality related issue called “Unable to Edit Document”. As you know every client nowadays are installing and upgrading their CRM instance to latest version. New Stuff: Display Count of your Opportunities against Company Recently, one of our client has upgraded Sage CRM from… Read More »
In my previous blog, I have explained how to display Current User Name under custom tab. Here, I am going to explain how to display the count of records (say Opportunities) which are in progress and assigned to me i.e. Current Logon User against respective companies using jQuery mechanism. New Stuff: Event Management in Sage CRM… Read More »
Info Managers exist, particularly in larger organizations, to let you give a number of power users the ability to perform some specific system administration tasks – such as uploading templates, or maintaining currency conversion rates – without opening up the whole of the Administration area to them. New Stuff: Make effective De-duplication search in Sage CRM… Read More »
In Sage CRM there is a feature called De-Duplication which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. You can customize this feature with your condition by adding field. This feature is available for Company, Person and Lead in Sage CRM. New Stuff: Integrate Multiple Sage 500… Read More »
Enterprises, in order to improve their productivity, have in place powerful systems to manage their backend and frontend operations such as Sage ERP (Sage X3 | Sage 300 | Sage 100 | Sage Intacct) and Sage CRM respectively. Sage X3, recognized as the powerful ERP simplifies the core business processes of purchasing to manufacturing, inventory… Read More »
Our GUMU for Sage CRM – Sage 500 integration is real time Bi-directional Integration where records get updated from Sage CRM to Sage 500 and vice verse on real time basis depending upon the sync option. In this blog, we will discuss about the information which we are fetching from the Sage 500 on real… Read More »
Recently we came across a request from one of our client who asked for a customization related to salesperson mapping in GUMU for Sage CRM – Sage 500 Integration. We did this customization with the functionality where the user can make use of Salesperson mapping for linking Sage CRM users with Sage 500 Salesperson. This… Read More »
GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. As we have discussed in our previous blog that we are now also integrating Vendors details. i.e. 1. You can create/update Vendor from Sage 100 to Sage CRM… Read More »
