With the release of new version of Sage CRM always there comes a question in our mind “What database and other changes will be there?” From a technical consultants point of view we also need to think about the expected changes we need to make, as and when it comes to upgrading from previous version… Read More: New Tables, Views and Log files introduced in Sage CRM… »
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: Error exporting reports to excel in CRM part 3 »
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: Greytrix at Sage CRM Bootcamp 2015 Ireland – Lets grow… »
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: Default Escalations in CRM 7.3 »
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: Dot Net Admin and DLL Security Levels »
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: Import Products in Sage CRM from Sage 500 ERP using… »
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: Sage CRM 7.3 – Introduction of New Opportunity Workflow »
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: Merge to PDF through workflow in Sage CRM 7.3 »
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: Error Opening PDF files in Internet Explorer 9 »
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: Introduction of New Chart Styles in Sage CRM v7.3 »
