Web service API in Sage CRM enables developers to manipulate CRM records remotely with SOAP (Simple Object Access Protocol) over HTTP using XML (Extensible Markup Language). It is possible to access a CRM server or a hosted system from a specified client machine (typically another server) in order to read, create, update, or delete records… Read More »
Outbound e-mails and inbound e-mails are essential for any CRM. When you use CRM it becomes essential that inbuilt email editors and settings are configurable to support standard as well as custom modules. The New Stuff: Download Documents from Self-service site In SageCRM we have outbound email configurations like below. This works perfectly when sending… Read More »
Sage CRM user can attach and view documents from documents tab as shown below. Documents tab is available in for Company, Person, Cases, Opportunities and Communications entities. In terms of Self-services, Self-service site is designed to have Customer cases. Recently one of our customers came up with a requirement to allow Self-service user to view… Read More »
Using GUMU for Sage CRM –Sage 100 integration, we can Promote orders on real time basis from Sage CRM to Sage 100. These orders can contain any type of ITEM (Inventory, Charge, miscellaneous, Comment and Free text or special items). For creating an order with special item, you can make use of NEW FREE TEXT ITEM… Read More »
Sage CRM interactive dashboard is a workspace which can be highly configured to control the information which we work on. We can add several types of gadgets like List, Menu item, Chart, RSS Feed, etc. on the interactive dashboard. While working with any ticket/case we need to go to summary page of that record for… Read More »
We all know that whenever our Sales/Marketing personnel are on the go, it’s not always possible to stay connected to internet all the time. Also we cannot afford them using anything except SageCRM to gather details. Sage CRM offline client provides greater flexibility to Sales/Marketing people to be on site and gather all the information… Read More »
For any application one of the most significant features that should be incorporated is to track the error generated at the run time. Trapping the error is highly important as it not only signals at the affected area but also saves time in resolving the issue. New Stuff: XML based Fusion charts in COM API Sage… Read More »
Fusion charts component added to SageCRM improves the overall visual experience of reports. We can display fusion charts on dashboards too. There are already methods explained in Developer guide to build the charts using API methods. In this blog I will explain how we can use fusion widget xml to build the chart and display… Read More »
Dashboards make your life easier hence new versions of SageCRM are also concentrating on making them more interactive, easier to understand and develop. We can create dashboards based on all the entities on the fly. You can also integrate web applications like Facebook, Twitter and Market Tickers etc. to access from your History (Dashboard) area.… Read More »
Implementation of SageCRM most of the times contains the two majors tasks, one is the actual implementation-configurations and other is Customizations. Whenever we implement SageCRM we must draw clear line as to what can be done by standard and what needs to be customized so that we never overshoot our implementation runway and crash land… Read More »
