Category Archives: Sage CRM

How to create on screen Notification Escalation for custom entity.

The Escalation functionality allow user to create notification rules for primary entities as well as custom entity in Sage CRM. Escalation rules can contain few conditions based on which notifications can be triggered via Email or on screen messages. If you want to enable Escalation for Custom Entity you can refer Enabling Escalation feature for Secondary… Read More: How to create on screen Notification Escalation for custom entity. »

Control Access to Merge to Word button in Sage CRM v7.3 – Part 2

As you all know in Sage CRM, we have option available for mail merging in Word document. In my earlier blog we have discussed about how we can apply restriction to the users for allowing merging in word document. Please refer below blog link for the same. Control Access to Merge to Word button in… Read More: Control Access to Merge to Word button in Sage CRM… »

How to Change User-Select fields display format in Sage CRM?

You all must be familiar with the two different formats provided by Sage CRM for User-select field. But do you really know, on what specific criteria does this field’s data type changes or where it is basically configured in CRM? New Stuff: Unlock the potential Enterprise data – With our GUMU™ Integration for Sage CRM with… Read More: How to Change User-Select fields display format in Sage CRM? »

Unlock the potential Enterprise data – With our GUMU™ Integration for Sage CRM with Sage 100

At Greytrix, we understand you share a unique relationship with every customer. However, with your business growing, it becomes difficult to maintain deeper connections with your customers who once got your business up and running. Be it large or small – companies must remain agile and continue to evolve, as technology and customer demands increase.… Read More: Unlock the potential Enterprise data – With our GUMU™ Integration… »

Create reminder task/appointments for users when record is inserted

Activities play an important role in business operations. In Sage CRM activities can be tasks, appointments, meetings and send email. We can associate activities with entities such as leads, Company, Person, Cases and Opportunities. Business Users handle thousands of record activities every day. It is important for them to update or work on individual activities… Read More: Create reminder task/appointments for users when record is inserted »

Adding Report Button on Opportunity Pipeline using JAVASCRIPT

As, we all are familiar with the Reports module provided by SAGE CRM. We can fetch the required report by navigating to respective Report Category.  Here, I will explain how we can run a report that is regularly in use without navigating to Report Category and finding the same all over. New Stuff: Setting Time Zone… Read More: Adding Report Button on Opportunity Pipeline using JAVASCRIPT »

Setting Time Zone configurations in Sage CRM at user level as well as at system level

In Sage CRM Time Zone setting is very important, If you want to use Outlook plugin to sync, tasks and appointments and contact. If you have not configured Time Zone correctly in Sage CRM then, User will face issue while syncing Contract from Sage CRM to Outlook. New Stuff: Auto Cancellation of Order in 24 Hrs.… Read More: Setting Time Zone configurations in Sage CRM at user level… »

Auto Cancellation of Order in 24 Hrs.

In Integrated system of Sage CRM with Sage 300 ERP, allows users to access real time information. By synchronization of tables and database of Sage 300 ERP. We can view all the orders as well as create order from CRM. New Stuff: One Time Processes for GUMU™ Sage CRM – Sage 500 integration While doing customization… Read More: Auto Cancellation of Order in 24 Hrs. »

One Time Processes for GUMU™ Sage CRM – Sage 500 integration

In our last post, we discussed about Security Matrix feature in GUMU™ for Sage CRM – Sage 500 integration. In this blog, we will go through the one time processes which can be run first time after GUMU installation. Below are the list of processes. –    Import Customer –    Import Products –    Synch Drop Down New Stuff: Synchronization… Read More: One Time Processes for GUMU™ Sage CRM – Sage 500… »

Hide Edit Button on Quote SWT screen

Sage CRM and Sage 300 ERP standard integration is one of the awesome feature provided by Sage. This integration includes various functionalities such as customer/vendor information from Sage 300 ERP, invoice and order details, or even creating, editing quotes and orders to Sage 300 ERP through Sage CRM. New Stuff: Greytrix Development Services for Sage CRM… Read More: Hide Edit Button on Quote SWT screen »