A dashboard is used to visualize important data at a glance, so a decision maker could have all the data s/he is looking for at one place. From sales to customers, the entire plus and minus by any department of an Organization can be set in the dashboard, so a decision maker can take quick… Read More »
This is the first of our posts in a series on our GUMU Sage 100 integration where we will keep sharing solutions/tips for a few common errors which users come across while using the integration and their quick workaround. Before using GUMU™ integration in Sage CRM, the first user needs to configure Sage 100 company… Read More »
Sage CRM provides quick overview of information by creating and generating reports. We have posted detailed information on Generating Simple Reports in Sage CRM earlier. The New Stuff: Registration screen in CRM v7.2 Suppose you come across a situation where you need to display an image or maybe a logo on your Sage CRM reports. How? This… Read More »
Sage has introduced a new feature of browsing Inventory Items of Sage 300 from within Sage CRM so the user has up to date inventory information on a real time basis. Also Read : Not on the network? Access your Sage 100 (MAS 90/200) data real-time on the GO To Search/Browse Inventory items of Sage 300,… Read More »
Most of Sage CRM Modules are flexible enough so that relevant customizations can be configured without doing much of scripting. In this blog I will discuss one such configuration for Search Select Advanced (SSA) field. By default Sage CRM displays 50 records in SSA field drop down and then it displays the message Too Many… Read More »
Recently, my IT guys upgraded all the workstations with windows 7 and at the end of all this I again had to install each of the CRM to bring my machine up and running for further development.Then I started installing CRM 6.1 for one of the client and at very first stage got stuck with… Read More »
In SageCRM inbound email configurations we can configure multiple accounts for filing emails as follows. 1. Login into Sage CRM 2. Go To Administration || Email and Documents || Email Management Server Options After configuration of these accounts and starting CRM Email Manager Service, CRM will download all emails from these accounts. We can check… Read More »
Hi Guys, you all know that the default Interactive Dashboard has a separate section to watch the videos and help you get started with using Sage CRM. We have CRM setup in our organization for Project and Timesheet management so it becomes very difficult and time consuming process to train the new joinees on how… Read More »
As per the basic principal of sales we try and convert all the Leads to Opportunities. The basic agenda of the system is the faster processing hence the most important thing is data must be populated automatically wherever required. When Lead is converted to an Opportunity, the relevant details entered at Lead level must be… Read More »
As a practice we always right click on the buttons in Main Menu and go to required item. For e.g if we want to find a customer, we can right click on Find button and select Customer. Now suppose we are implementing CRM for call center where every click is the cost. We can avoid… Read More »
