In our previous blog, we discussed about address syncing using our GUMU™ for Sage CRM – QuickBooks integration. Today in this blog, we will be discussing about creating a custom field in QuickBooks which will be later integrated using GUMU™ integration New Stuff: Synchronize Contact between Sage CRM-QuickBooks using GUMU Integration For creating custom field, user will… Read More »
JQuery helps us to customize our Sage CRM as per customer needs and in this blog I will be explaining how to assign logged in Username to one of the custom tab. In our previous blog, I have explained that how we can highlight checked checkboxes using jQuery. Please refer below link. New Stuff: Hide options… Read More »
Dear folks! Here comes one more exciting blog for you all. You all must be familiar of List/Grid in CRM. It’s nothing but tabular representation of the data present in your CRM. It contains “Rows” and “Columns”, columns starts from serial no “0” (i.e. the index value of the first column is “0”). Now, you… Read More »
As we know that in SAGE CRM, we can link a record to Search Select Advance (SSA) field and on double click, it redirects to summary page of that record in pop up screen. But if we want to hide the details of that record from users, then we can disable this functionality using JavaScript… Read More »
Sage CRM allow us to customize Lists, Grids through Client side API and JQuery. Using this we can easily change the look of a grid by applying CSS class or attributes. By default Sage CRM does not highlight the columns header and sometimes it becomes difficult to recognize the header and actual value. But, this… Read More »
In the below blog I will be explaining about a feature that’s been available since CRM version 6.2. This feature can help you sync fields from Company/Person/Address entities of the CRM Appointment/Task to the available Outlook Appointment/Task body. New Stuff: How to set the background Color of Fusion Chart Report Here, we are going to explain… Read More »
Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard… Read More »
With the help of Pipeline view in Sage CRM we can easily view the current status of Opportunities and Cases based on the respective stages in CRM. Clicking on a section of the pipeline or on one of the stage hyperlinks underneath the pipeline drills down the Statistics panel to show statistics for the selected… Read More »
