Using inbuilt Reports module, it becomes easier for SageCRM administrator to build the reports in List, chart or Cross Tab formats. However when it comes to viewing summary data in historical format, it was not possible through standard report types available. There is one more report type available for this purpose named “Historical” which helps… Read More »
GUMU for Sage CRM – Sage 100 integrates customer and sales data between the two systems – Sage 100 and Sage CRM on a real-time basis. Sometimes, we do face some issues during implementation which are unique to the environment. Since these issues are system specific, it may be a challenge for the development team… Read More »
In our previous blog, we saw how can one check the options and retrieve the actual list of errors when receiving the HTTP 500 internal Error. In this blog, let us go through in each solution step-by-step to get rid of the issue – Un-check the “Show friendly HTTP error message” from browser setting. Go… Read More »
Dashboard is a visual representation that gives executives a quick and an easy way to view their company’s performance and an overall view of business. Customization, drill-down to details, visibility of trends and data freshness. Greytrix and Sage ERP/CRM The perfect combination for clients across various industries in India In this post we will be… Read More »
Sage CRM allows us to create simple dashboards for key insight into the business and to track performance. Aggregated data from Sage CRM like databases and spreadsheets can be easily shown on the dashboards with visual representation. In this blog, we would like to explain how to create simple dashboards using Saved Searches. GUMU Sage… Read More »
This post is in continuation of my previous blogs written on outlook integration and its features. As you know, outlook integration is a client dependent application and sometimes you face very strange errors while using it. Related Post: Installing Outlook integration with SageCRM 7.2 Nowadays, everyone is upgrading to latest technologies of OS and related… Read More »
Sage CRM can be customized for reducing the data entry task by setting default values in some fields while entering data. There is an option of automating the task of feeding in same data in several records by Setting default values in Sage CRM. GUMU Sage 100 : Creating Order with existing Opportunity in GUMU… Read More »
We have posted several blogs regarding configuration, Java version issues which prevent Interactive Dashboards from working. Please read Also Read section below for reference. The New Stuff: XML based Fusion Charts using .NET API As you know, earlier versions of Interactive dashboard used to work with the Java 6 update 21. I had this installed… Read More »
In my previous blog I had explained how we can generate XML based fusion charts in COM API. You can refer below link for the same. Related Post: XML based Fusion charts in COM API In this blog I will explain how you can follow similar methodology to generate fusion chart using .NET API. Let’s… Read More »
In continuation to previous post where I had explained codeless customizations for list page, in this blog I will be explaining codeless customizations to create new and summary screens for an entity (Parts). Related Post:Codeless customizations to add List Blocks Now as we have list page created, so in order to add a record we… Read More »
