Category Archives: Sage CRM

View Sage CRM Reports in PDF format from any Sage CRM screen

In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage… Read More »

Inbuilt Add-ons – Sage CRM 2014 R2

Over last few days we have posted a series of blogs on Sage CRM Cloud. As we all are familiar, CRM provides various means to manage customer relationships in convenient manner but incorporating with social media enables to build strong bond with customers. This blog describes one of the best inbuilt features of Sage CRM… Read More »

Alter length of Phone Number Fields in Sage CRM

In our earlier blogs posts, we had explained how to set field length at run time using JavaScript and jQuery. Following are the links for the same. 1) Set field length at run time in Sage CRM 2) Changing max allowable length of Text field using JQuery New Stuff: Using Primary Key Column of an… Read More »

Set Default Value for Date Field through Script

In Sage CRM customizations, scripting has been proved essential for developers to justify trivial requirements with an ease. It provides the flexibility to set validations or values in field at screen level. Though this can be achieved through few configurations in CRM, but it does not allows you to limit the setting up to certain… Read More »

GUMU™ Integration for Sage CRM – Sage 100 DOs and DON’Ts

GUMU™  Integration for Sage CRM – Sage 100  link is real time bi-directional link. GUMU™  integrate front office and back office data, by which Sage CRM user can access integrated ERP data in Sage CRM directly from ERP. Installing and using a GUMU is very easy which can be done by system administrator by following… Read More »

Using Primary Key Column of an Entity to Search

Sage CRM Search screens allow Users to search data by any criteria or a combination of criteria on the Search screen. In this blog post, we will explain you how to add a Primary Key of a column of any entity to entity search screen. New Stuff: View Fusion Charts on Sage CRM Interactive Dashboards… Read More »

View Fusion Charts on Sage CRM Interactive Dashboards

In our earlier post, we had explained how to display Fusion charts using COM API and .NET API and add drill-down to the Fusion charts. In this blog post, we will be explaining how to add fusion charts to Sage CRM Interactive Dashboards. New Stuff:  Profile Pictures for users on Sage CRM Dot Com Consider… Read More »

Profile Pictures for users on Sage CRM Dot Com

Off late I have been posting various blogs regarding Sage CRM 2014 R2 which has been released on DOT COM. Today I will discuss one more enhancements where users can upload their profile pic as they do in any other social networking website. New Stuff:  Using LinkedIn widgets on Sage CRM screens Here is how… Read More »

360° Customer View on Sage CRM Interactive Dashboards

Sage CRM customizations allow you to expand the application so as to include extra information to help you manage customers efficiently. Some of the customizations help you in managing Service Calls, Customer Service, Supporting Tickets and so on. New Stuff: Sage CRM builder – Future of Sage CRM Cloud In this blog post, we will see… Read More »