Few days back there was an very interest question asked on Sage CRM community. I took over a client and they already has Sage CRM installed but has never setup it up or used it. How can I find out database name, etc. that was used when installing Sage CRM? New Stuff: Email Order from Web… Read More »
Sage CRM version 7.0 onwards when integrated with Sage ERP gives you the web interface for creating Orders and Quotations in ERP. Earlier workstation dependent OCX screens used to open which used to take lot of time for downloading and opening. So Web interface does help a lot performance wise. However as the module is… Read More »
This is in continuation to our last GUMU Sage CRM – Sage ERP X3 post. Like our other Integration solutions our GUMU Sage CRM Integration with Sage ERP X3 is a real time bi – directional integration. In this blog, we will go through one of its feature. Import customer is a one-time process where… Read More »
Document merging is an important functionality of Sage CRM when it comes to sending newsletters, welcome letters etc. User can do the document merging using workflows. New Stuff: Control users to create Appointments in Sage CRM Consider an example where user generates document using Generate Letters workflow rule added on the Case workflow as shown below.… Read More »
Sage CRM keeps a track of each and every record that is being edited by a user. Due to this behavior, Sage CRM shows the below warning message when editing a custom entity record designed using ASP pages. Sage CRM gives above message when one or more users are editing the same record. Its effect… Read More »
Recently working on DotNet API of Sage CRM, we came across a requirement wherein we wanted to display the fields of Sage 100 in Sage CRM screen on a real time basis. The challenge here we found was that these fields were not present in the CRM database and we didn’t want to add additional… Read More »
Sage CRM allows us to customize entry of data in a secured manner. Data security can be provided at various levels for an entity. In this blog, we will explain how security can be applied to control entry of appointments in Sage CRM. New Stuff: What if user is locked out in Sage CRM? Entry… Read More »
Sage CRM is having strong security on User Management. If Sage CRM user enters their password or User name incorrectly multiple times; the user gets locked out and below message is shown to the user. New Stuff: Customer Dashboard with LinkedIn search Now the question here is how to unlock user. There are 2 ways… Read More »
It’s really painful when things start failing suddenly and you have to do whole lot of debugging to get them back in place. My purpose of writing tips on this blog site has always been to help you people identify and resolve the issues faster. Today I will discuss an issue I faced in Sage… Read More »
Enterprises that are yet to adapt CRM for their front office operations, maintained critical information of leads, prospects, customers and employees in complex excel sheets. There was a need for an advanced application to leverage enterprise data for real-time customer insights and quick decision making. Sage CRM simplified front office operations from analyzing customer interactions,… Read More »
