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 »
GUMU for Sage CRM – Sage 500 ERP integration is a real-time and bi-directional link where we synchronize all the customer data from Sage 500 to Sage CRM and vice-verse. Today in this blog we will go through Sage 500 side GUMU Configuration.. New Stuff: Synchronization setting in GUMU for Sage CRM – Sage 500 Integration Once real time scripts are implemented (Manually/Imported) in Sage 500 through… Read More »
In Sage CRM, On Opportunity Progress Screen we can see Create Follow Up checkbox checked which will ask user to create follow up every time user saves the opportunity progress. New Stuff: Global Search Functionality Here I will explain how to uncheck this checkbox to avoid creating follow up every time after adding opportunity progress. In standard… Read More »
We all know that SAGE CRM allows us to create web forms for collecting Lead Information. The enquiries captured from web portal are then available in CRM, thereby enabling the standard workflow automatically. But what if you want to set customized workflow rather than standard one? Does it gets set by default? New Stuff: How to… Read More »
