Database backup is very essential in business environment to keep disaster recovery options open. Maintaining every day database backup is routine practise for all software friendly industries. However doing this task manually is very tedious job and involves lot of risk if someone forgets to backup. New Stuff: Sage 100 user mapping with Sage CRM… Read More »
GUMU™ for Sage CRM – Sage 100 ERP is a real time, bi-directional link. For syncing data between Sage CRM and Sage 100 application, we need dedicated Sage CRM and Sage 100 users for configuring it within integration. Today, we will go through the user settings required for these users. New Stuff: Steps to Import… Read More »
In this blog post, we will go through the pre-requisite steps which need to be performed in IIS for GUMU™ integration. (Below IIS setting is for IIS version 7 and above.) This setting is necessary for ASP pages and other DLL files to work. New Stuff: GUMU integration loads all type of pricing on real… Read More »
Recently we came across a requirement from one of our customer who has migrated from SalesForce to Sage CRM and they were looking for functionality like SalesForce in Sage CRM too; where they wish to print any Sage CRM screen in PDF format on a single click. Here I am going to show you a… Read More »
Sage CRM is a flexible system with strong controls to manage your business efficiently. Let’s see today about one of its Emailing feature. In Sage CRM, users can easily search for Companies or People and send emails using New Email button available on Find or Groups screens. New Stuff: Additional Information in Entity Top Content… Read More »
Interactive dashboards add up to overall look and feel through which data is rendered to management users. Dashboards help review team’s performance over the time. However some users may want specific dashboards like Leads that are assigned to them only. Yes this is similar to Leads pipeline however I may want to keep tab on… Read More »
Sage CRM can be accessed through Mobile Devices like iPhone, iPad and Tablets. User Interface of Sage CRM varies based on the settings applied. The look and feel of Sage CRM on-premise edition is as shown below. New Stuff: Changing Link text of URL fields When Sage CRM is accessed through Tablets, the user interface… Read More »
Every country has its own Currency. Businesses that sell products in different territories may need to capture all those currencies as well. Also they may want to see the reports in their own currency as base. New Stuff: Limit number of characters in Sage CRM fields In Sage CRM we can configure multiple currencies, conversion… Read More »
In our earlier post, we have explained how to restrict the length of a Sage CRM text field on screen block using JavaScript and JQuery. New Stuff: Document Management against Lead Entity In this blog post, we will take a look at how to limit the number of characters in Sage CRM fields that are added… Read More »
Documents are integral part for any business. During any business process lots of documents are being shared between the parties. These documents may be the physical documents or electronic documents. As technology is evolving, electronic documents are mostly preferred as they are easy to store, manage and can be accessed anywhere any time. New Stuff:… Read More »
