In our GUMU 5.2 version of our Sage 100 integration, we have introduced a new feature which enables GUMU user/salesperson to view Credit History of a particular Customer. When creating an order or a quote it is required for user to know the important information like credit limit, A/R Balance, Remaining amount, etc. of the… Read More »
In my previous blog I had explained how you can change the caption of the fields that load on the screens that are part of Web order entry screen. Below is the link. The New Stuff: Changing field captions on Web order entry screen Now I will explain how we can add another field from… Read More »
From Sage ACCPAC 6.0 onwards Sage has introduced new way of pushing the orders to SageCRM. The Quote and Order forms are now web based and designed with the help of Sage Web Toolkit (SWT) which runs based on the GWT technology. The question what remains is, how far these screens are customizable? Can we… Read More »
If you are new to Sage CRM and you need to know which Sage CRM versions and patches are installed on your machine, then you have come to right place. We will be explaining various ways through which one can easily do the same. Also Read: Login Error in Sage CRM Below are the various… Read More »
Sage CRM provides us Merge Company features for Company entity. When Merge Company is merged, Source Company gets deleted and all of its Cases, Communication, and Opportunities are moved into the destination company. New Stuff: Mail Merge and CRM Performance Since the merged company gets deleted, one cannot identify Companies which are merged in Sage CRM.… Read More »
Recently Sage has released Sage CRM v7.2- Sage 300 ERP integration module. We will be explaining how to configure the Sage CRM v7.2 integration to Sage 300 ERP in a very easy manner. The New Stuff: How to identify and backup correct Sage CRM Database You just need to make sure that Sage CRM integration component… Read More »
Sage CRM Sales Tracker is a new app for Windows 8 which provides easy access to customer contact information and recorded sales opportunities at any time, from any location. Equipping sales professionals with instant access to valuable customer information when on the road or at customer sites can increase productivity and effectiveness while delivering an… Read More »
Here is what we would not call a great task from programmer’s point of view. However when it comes to non-programmers and you have quite a few versions of CRM on server it is difficult for them to understand the correct database for backup. Here is a quick look guide for such people on what… Read More »
With new advanced capabilities of client side scripting in Sage CRM7.2 we have got added flexibility in field and screen customizations. I have discussed many such scripts on this blog including the new and old ones. The New Stuff: New way of Client side field customizations Now, as you might know, we can control the behavior… Read More »
In Sage CRM if user uploads document under Documents tab against any entity e.g. Case, Customer, Person and Communication etc. It gets stored on the location configured under Administration | E-mail and Documents | Documents and Reports Configuration section. Now here we have a master library path, but how is it simplified to sync with… Read More »
