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 »
In our previous blog posts, we had explained Sage CRM Client side API features that are available for Sage CRM v7.2. In this blog post, we will explain highlighting the field that is currently in focus on Sage CRM v7.2. New Stuff: Some facts about Metadata Refresh Let’s consider that you wish to highlight the… Read More »
Refreshing metadata is an useful tool we use very often whether we need to reflect any database or translation related change, today I thought to explain various facts, do’s and don’ts about Metadata refresh, below are the components which comes under manual Metadata refresh: Greytrix Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300 Many times… Read More »
Sage CRM Client Side Scripting provides vital features to customize Sage CRM the way a user needs. We have discussed several tricks on Sage CRM Client side scripting in our previous posts. You can refer Also Read section at the end of this post for more details. In this blog post, we will explain how… Read More »
