As we all know, Sage CRM is IIS driven application. IIS 7.0 onwards provides greater flexibility for providing the secure access to portals like SageCRM. However some of these enhanced security features if wrongly configured might also affect the functionality of CRM. In my view security settings in IIS should only be touched upon when… Read More »
When it comes to Territories, implementation complexity increases. When it comes to migration of territories and rebalancing the territory structure, it becomes more complex. I have already discussed on this blog how you can swiftly carry our Territory migration. See below link. Related Post: Territory Migration Now I will discuss how to handle rebalancing of… Read More »
Mail merge functionality is one of the very useful SageCRM modules when it comes to sending newsletters, welcome letters etc. With the introduction of Apache Tomcat for this functionality, lot of Java configurations have been introduced to the default install. Any changes to these configurations can lead to issues with the merge process. We have… Read More »
Day by day more advanced and useful business softwares are being launched by Sage. Sage CRM is one of them. Being business software, CRM stores very delicate data so it is necessary to keep proper maintenance of the Server/Machine on which it is installed. New Stuff: Make Calendar Control visible in Sage CRM While working on… Read More »
De-Duplication in Sage CRM is a feature which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. Sage CRM offers different ways in which we can set the dedupe behavior which he have already shared in our previous blogs. Related Post: Change the standard dedupe behavior Well,… Read More »
As you know Sage CRM gives ability to add fields against any entity which can be added on screens to make user interface more interactive. However there are fields which are available by default within the CRM as System fields which don’t get displayed in selection list while we adding them to screens. A sample… Read More »
When it comes to progressing workflows, updating values in any entity of CRM Tracking is very much necessary. Being business software CRM handles very delicate data and we cannot afford anybody to just go and change anything. Hence the Tracking functionality has been provided by SageCRM out of the box. The New Stuff: Checklist for… Read More »
After real-time, bi-directional Sage CRM integrations for Sage 100, Sage 500, Sage 300, Sage Pro we are glad to release soon GUMU™ integration solution for Sage ERP X3 and Sage CRM. We will keep updating information about this on our blog and web page. This is first in series of our blogs on GUMU™ for Sage CRM –… Read More »
Sage CRM is very much flexible to manage different type of situations as per business needs. It has been designed in such a way that we can do complicated configurations very easily. In this blog I will explain you how to restrict/filter users list on reassignment functionality based on certain condition. The New Stuff: Sage… Read More »
In earlier versions (Sage CRM v6.2 integrated with Sage Accpac v5.5 and v5.6), there was Order / Quotes tab which had an ability to create orders from an Opportunity. However in the newer versions (Sage CRM v7.0 with Sage Accpac v6.0), Quotes and Orders are created through the Quotes and Orders tabs (SWT screens) which… Read More »
