Category Archives: Sage CRM

Alter Additional information of Appointment/Task Details in Outlook from Sage CRM

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: Alter Additional information of Appointment/Task Details in Outlook from Sage… »

Cloning Interactive Dashboard

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: Cloning Interactive Dashboard »

Enable Pipeline for Cases and Opportunity on Company and Person context

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: Enable Pipeline for Cases and Opportunity on Company and Person… »

Restrict access to certain entity with SQL conditions

With the help of scripting we can help our customers to achieve their requirement and make it more usable. In this blog, I will explain how we can restrict users to have access to certain entity such as Advanced Find and Keyword search which appears when Find button is clicked. New stuff: Highlight Checked Checkboxes using… Read More: Restrict access to certain entity with SQL conditions »

Highlight Checked Checkboxes using jQuery

In Sage CRM, we not only use data fields to complete the profiling of a customer but GUI widgets can be used which allow user to make binary choice i.e. checkbox on CRM screens. In this blog, I will explain that how we can highlight the checkboxes with border which are checked by user with… Read More: Highlight Checked Checkboxes using jQuery »

Grid Manipulation Using CSS – Part 2

We all know that we can perform various functionalities with grid using CSS. From previous blog, we understood that how we can highlight Grid Header with specific colour in Sage CRM. Now, in this blog, I will explain how we can apply border to a grid to make it more appealing. New Stuff: How to increase… Read More: Grid Manipulation Using CSS – Part 2 »

Renaming of Self Service URL

Sage CRM- Self Service is portal which allows your Customers, Venders and Business Partners to view there relevant information, Queries, complaints etc. by logging into the Self Service Portal. When you are installing the Sage CRM, it allows you to install the Self-service or not. If you installed the Self service. Your Self- service gets… Read More: Renaming of Self Service URL »

Configure GUMU™ for Sage CRM – Sage 100 Integration for Vendor Integration in Sage CRM side

GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link .i.e. any changes made either in Sage CRM or Sage 100 will be replicated immediately in the other system. In this blog, we will discuss how GUMU™ integration can be configured along with vendor integration, so Sage CRM user can Import/Promote vendors… Read More: Configure GUMU™ for Sage CRM – Sage 100 Integration for… »

GUMU for Sage CRM – Sage 100 Integration – Order Inquiry

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. In our previous blog we discussed about  displaying the AR Inquiry and Order Inquiry data   on a real time basis in our GUMU Sage CRM… Read More: GUMU for Sage CRM – Sage 100 Integration – Order… »