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: Customize Sage CRM Order Screens to Promote Orders into Sage… »
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 CRM guides are like Bible of knowledge for us! »
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: Sage 300 ERP Pending Payment Follow-ups through SageCRM »
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: Upgrading SageCRM with Inbound email customizations? Read this first. »
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: Adding drill-down links to Fusion Charts »
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: 2 Solution Entries in Sage CRM Find Screen »
In SageCRM workflow is an efficient way of systematic progress on work and related tracking. Workflow can be applied to any of the entities such as Case, Lead, and Opportunity etc. But how to handle the security of this workflow in order to make sure that no unwanted user can misuse it and disturb the… Read More: Restricting Workflow rules to Assigned User »
In the last post Customer Retention: The forgotten domain? Part – I, we saw how most companies goof-up on their customer service practices. Now let’s take a look at how companies can save millions of dollars just by taking proper care of their current customers. Do Customers really like to leave their current service providers? (Source… Read More: Customer Retention: The forgotten domain? Part – II »
SageCRM escalations module ensures timely completion of the tasks assigned to the user and if not completed on time escalates the same to proper authority. These escalations configured in CRM, but we can also control when these escalations will be triggered. Here is how. The New Stuff: Log Me In To Custom Page Escalations getting… Read More: Tuning Escalation Engine »
While working on the upgrade of GUMU for Sage CRM Sage 300 Order Entry Integration, we observed the below message on Quote and Order summary screens (in the blue bar) for one of the Orders. This Quote/Order is read only because of changes made in the OE Admin. Brief about our GUMU for Sage CRM-Sage 300 Order… Read More: Quote/Order is Read Only message in Sage 300 Sage CRM… »
