In the previous blog, we had explained how to add custom entity find screen when accessed through Sage CRM iPhone. In this blog, we will explain how to add custom entity New screen to Sage CRM iPhone. Let’s consider an example: Sage CRM has a custom entity Project and you wanted to add new project… Read More »
Sage CRM v7.2 has introduced a new feature in client side scripting library which helps to customize Sage CRM as per our needs. Recently we came across similar features that can be used to control Sage CRM tabs. New Stuff: Increase the size of Search SQL text Let’s consider an example where the user wants… Read More »
In our previous blog we had discussed about how to configure GUMU for Sage CRM – Sage X3. Moving further in this blog we will go through the synchronization settings available in our GUMU integration in detail. GUMU provides users with the flexibility to restrict their data synching i.e., user can decide the direction in… Read More »
In our previous blog we have discussed about the architecture and design of our GUMU integration for Sage ERP X3 and Sage CRM. Moving further in this blog, we will go through configuring GUMU for Sage CRM – Sage X3 integration from Sage CRM after installing the GUMU setup. The highlight of the integration is that you can integrate multiple… Read More »
In our previous blog we have gone through the steps to Import Business Partner from Sage ERP X3 to Sage CRM. In this blog, we will discuss about Import Products feature of GUMU integration. Using this feature, user can Import the Products from Sage ERP X3 to Sage CRM. Once these products are available in Sage… Read More »
In our previous blog , we had discussed about various GUMU for Sage CRM – ERP X3 features like Import Customer, Import Product, and Synchronize Dropdown etc. In this blog, we will go through the feature of Promoting Customers from Sage CRM to Sage ERP X3. Our GUMU integration provides users with the ability to… Read More »
Sage CRM has reporting feature which allows one to represent data in rich graphic and interactive graphs. Reports data can be exported into PDF and Excel formats. These reports can be further customized as per business requirements. In our previous blog, we had explained how images can be embedded into Sage CRM reports. https://www.greytrix.com/blogs/sagecrm/2013/10/07/showing-images-in-sage-crm-reports/ New… Read More »
Earlier Sage CRM versions were based on the Frames. However these frames are removed in Sage CRM v7.2. ASP Page Customizations and Client side customizations are the areas that are affected in Sage CRM v7.2. New Stuff: Codeless Customization: Add Custom Entities New Screen when accessed through iPhone We have observed similarly affected area when… Read More »
Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus. Let’s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find… Read More »
GUMU™ for Sage CRM – Sage 100 integration link is real time bi-directional link. In GUMU™, there are some processes which are real time processes that mean whatever changes users are doing in Sage 100, it will immediately get updated in Sage CRM and vice versa. Today in this blog, we will go through list… Read More »
