Hi folks! Sage CRM has many impressive features incorporated within it, one such feature which I would be discussing today is “Component”. What is component? It records the customization done in respective CRM. Now what does it mean, CRM automatically generates codes (i.e. screen customization, field customization, etc.), in its own language. For one of… Read More »
Recently we had posted a blog on downloading Data through Sage CRM Mobile App and its solution is to modify default port of IIS Manager. However some of our Sage Partners approach us to get the steps that need to followed to modify default port of IIS manager. Hence thought to document it for future… Read More »
In our earlier blog, we have explained how to Control Display Format for Person SSA field in Sage CRM. In this blog, we will explain how to format 2 fields and then display concatenated string within Search Select Advanced (SSA) fields. New Stuff: Mark Business Email field as Optional on Company Entry screen of Mobile… Read More »
In my previous blog, we have explained how an extra information can be displayed in Appointment section of Calendar tab of Sage CRM Mobile Theme. In this blog, we will explain how to make Business Email field as Optional. New Stuff: Display Additional information on Calendar screen of Sage CRM Mobile App In Sage CRM… Read More »
Sage CRM Mobile APP provides allows users to create new Tasks or Appointment and most importantly manage their day to day activities day by day. In this blog, we will explain how to display Additional information for the Appointments that are visible into the Calendar menu. Refer highlighted section for your reference. New Stuff: Troubleshooting Sage… Read More »
As we all are familiar, Sage CRM has provided the facility to create multiple Primary and Secondary entities to maintain data in system either by making data entries manually or by uploading large number of records at a time. Sage CRM’s flexibility has helped the users to not only use the data upload routine for standard… Read More »
Greytrix a decade old Sage Premier Gold Development Partner known for its award-winning real-time, bi-directional, multi-company GUMU™ Sage CRM integrations with Sage 100 (MAS90/200), Sage 500 (MAS 500) and Sage 300 (Accpac) now integrates Sage’s Premier ERP – Sage X3 with Sage CRM so you can continue being a part of the Sage Family. Sage also provides the option to integrate Sage CRM… Read More »
Hello everyone!! As you know, we have been writing blogs on Sage CRM and 300 ERP integration features and issues pertaining to it. In this blog topic, we will be discussing an issue which is linked to integrated Quotes and Orders screen. New Stuff: Use Escalation Rules for Birthday and Anniversary wishes Recently, while setting up… Read More »
Hello everyone!! As we all know, Sage CRM comes with a powerful tool which allow system to notify users in form of Escalation emails. The Escalation feature is best utilized in Case management module of CRM wherein on breaching the SLA reminder emails goes out of system. In our recent implementation, we have extended this… Read More »
Promotional Merchandise Industry will have multiple complex scenarios. For example, Amazon is based out of US its Vendors are in France and its customers are in India. So, its purchase and sales transaction will happen in different currencies and requires to be integrated with their financial systems with in ERP. Whereas, company itself works in… Read More »
