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 »
Being a SageCRM technical/functional support engineers we face range of issues related to SageCRM customizations, configurations, coding, upgrades etc. New Stuff: GUMU™ Sage 100 Tips – Creating additional contacts from Sage CRM to Sage 100 We have seen whenever there is a challenge, many of us start googling for a solution or start browsing SageCRM… Read More »
Sage 300 ERP tracks the pending payments in a nice and detailed manner. However when it comes to follow ups, ERP and accounting guys will do it but what would be an more efficient way of doing this? We have customized Sage CRM communications module to track these pending payment follow ups in CRM. The… Read More »
Nothing is permanent but change is! Same applies to business software’s too. They have to be upgraded over the time in order to take an advantage of new technological advancements. The New Stuff: Have a look at Greytrix bulk Merge utility to merge your duplicate Customer, contact details: http://www.greytrix.com/product.php?prodid=115 Many people find the process of… Read More »
Fusion Charts can be easily and extensively used to create drill-down charts. Using the drill down functionality provided by Fusion Charts, you can easily produce charts that have “drill down” or “zoom in (data)” capabilities. In my last blog I had explained how we can generate XML based fusion charts using COM API and .NET… Read More »
Few days back while checking Sage CRM Community forum, we came across a question – Why does Sage CRM show 2 solution entries in Sage CRM ‘Find’ screen instead of one? Coming Soon: GUMU for Sage CRM – Sage ERP X3 Integration ~ Real-time, Bi-directional This find menu options are displayed by using find Tab Group. To… Read More »
