In our previous blog we have gone through the steps to Import Business Partner from Sage ERP X3 to Sage CRM. In this blog, we will discuss about Import Products feature of GUMU integration. Using this feature, user can Import the Products from Sage ERP X3 to Sage CRM. Once these products are available in Sage… Read More: GUMU for Sage CRM – ERP X3 – Import Product »
In our previous blog , we had discussed about various GUMU for Sage CRM – ERP X3 features like Import Customer, Import Product, and Synchronize Dropdown etc. In this blog, we will go through the feature of Promoting Customers from Sage CRM to Sage ERP X3. Our GUMU integration provides users with the ability to… Read More: Promote Customer from Sage CRM to Sage ERP X3 »
Sage CRM has reporting feature which allows one to represent data in rich graphic and interactive graphs. Reports data can be exported into PDF and Excel formats. These reports can be further customized as per business requirements. In our previous blog, we had explained how images can be embedded into Sage CRM reports. https://www.greytrix.com/blogs/sagecrm/2013/10/07/showing-images-in-sage-crm-reports/ New… Read More: Include your Company Logo in Sage CRM Reports »
Earlier Sage CRM versions were based on the Frames. However these frames are removed in Sage CRM v7.2. ASP Page Customizations and Client side customizations are the areas that are affected in Sage CRM v7.2. New Stuff: Codeless Customization: Add Custom Entities New Screen when accessed through iPhone We have observed similarly affected area when… Read More: Trick to remove Main Menu from pop-up windows in Sage… »
Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus. Let’s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find… Read More: Codeless Customization: Add Custom Entities to Find Screen when accessed… »
GUMU™ for Sage CRM – Sage 100 integration link is real time bi-directional link. In GUMU™, there are some processes which are real time processes that mean whatever changes users are doing in Sage 100, it will immediately get updated in Sage CRM and vice versa. Today in this blog, we will go through list… Read More: List of Real time processes in GUMU™ »
Sage CRM allows System Administrators to create different types of fields as per the requirement e.g. Text. Selection, Search selected Advance etc. We can put SQL clauses on SSA fields for restricting the information. However there is the limit on number of characters to be written in Search SQL text. By default on Search Select… Read More: Increase the size of Search SQL text »
In Sage CRM customizations, client side scripting has been proved beneficial to web developers in many ways. We have discussed several ideas on Client side scripting throughout the blog site. Today I will discuss one more such development trick. New Stuff: CRM Email Manager Service failed to start For one of our customers, we had… Read More: Get Active tab through Client side scripting »
One of the strong features SageCRM provides is E-Mail functionality. This is the reason why we push all our customers to use email outbound and inbound functionalities to the maximum. Now when it comes to inbound emailing, we must know how to handle various issues that are associated with Email Manager Service. You will find… Read More: CRM Email Manager Service failed to start »
Sage CRM has a powerful reporting feature that lets you view data in an organized manner. All the Columns in reports are now loaded in an Alphabetical order. Refer our blog post for details, https://www.greytrix.com/blogs/sagecrm/2013/08/17/report-columns-are-now-loaded-in-alphabetical-order-sage-crm-7-2/ New Stuff: Sage CRM and IIS authentication settings In this blog post, we will go through Report Styles provided by… Read More: Get impressive reports by adjusting Report Styles in Sage CRM »
