Hi Folks!!! We have been writing blogs explaining issues being faced while exporting reports data in Excel from the time Tomcat was introduced. Today I will discuss one more such issue I faced recently due to silly configuration mistake of report generator memory. New Stuff: An overview of Greytrix’s Sage CRM Migration Services. I had all… Read More »
After a wonderful Sage Insights 2015 at South Africa the Greytrix team now visits the Sage CRM Bootcamp starting February 16, 2015 at Ireland. It’s a must attend place where internal Sage CRM staff and Sage Partners like us meet each other and their peers, and share knowledge, experiences and expertise on a global platform.… Read More »
When we do any business, Escalations are important. The word escalation means “To pass (a transaction or case) on to a higher level in an organizational hierarchy”. Escalations enable you to ensure on time response to customer for everything. Till the version 7.1 Sage CRM had provided some escalation actions to handle default assignments, communication reminders etc. New Stuff: Dot Net Admin and DLL Security Levels Sage CRM… Read More »
Today I will discuss one of the least discussed topic on Sage CRM communities. It has been a long time we are developing our customizations in .NET API. This API methodology is well into our blood now and over the time we have learned all Pro’s and Con’s of using it. New Stuff : Download… Read More »
GUMU for Sage CRM – Sage 500 integration is a bi-directional, real time integration link. Using this integration link, Sales people can create Sales orders in Sage CRM with Sage 500 products and promote them to Sage 500 later. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available In this blog… Read More »
With the latest release of Sage CRM 7.3, Sage has introduced a new and quicker way of creating Opportunities in Sage CRM through Quick Sale Workflow. The Quick Sale workflow has limited and fewer stages than the standard workflow. This new workflow would be beneficial in an organization where product selling lifecycle need not to… Read More »
As you can see, we are exploring features newly launched in Sage CRM 7.3 extensively on our blogs these days. Today I will share one such most waited feature that I personally liked a lot. Now we have an option to create PDF merge document similar to word merge in earlier versions. New stuff: GUMU Sage… Read More »
This will be a shortest blog topic ever we had posted on our blog site 🙂 Well, while working on one of the implementation our team has encountered a weird issue which is related to version of a browser & PDF reader. New Stuff: Pipeline failure with regional currency configurations While checking the email functionality of… Read More »
Sage CRM’s reporting feature has always been proved helpful to view the summary data. Report’s data extracted in rich graphic and interactive graphs has improved the look and feel as well as gives better clarity. Sage CRM 7.3 has come up with some new chart styles which can prove helpful for Sales as well as… Read More »
With the availability of the demo data option at the time of installation it becomes easier to prepare demo systems on the fly. We can just install the demo data and showcase full-fledged functionality of Sage CRM in no time. New Stuff: Some facts about Metadata Refresh Once my presale guy was preparing demo system… Read More »
