The “Update Territory” function allows you to simultaneously update same fields in selected records within a group. Due to changes in the business structure such as size, geography, type etc companies are required to change its territory. Then Sage CRM Update Territory function can be used effectively. New Stuff: Signature in Sage CRM In the… Read More: Mass Update Territory in Sage CRM »
In the Business world, Organizations can have Customers all over the world. Organizations can track their Customers Country code and Area code in their records. It depends on individual Organization to track Country code and Area code in their records. New Stuff: Posting Single Invoice Entry from Sage CRM for Multiple Shipments In Sage CRM… Read More: Country and Area code configuration in Sage CRM »
Interactive Dashboard is one of the advance, essential and effective feature provided by Sage CRM 7.3. This version has brought lot of new dashboards and inbuilt reports. Sales Dashboard is one of them and it is available by default. In today’s blog I will explain you how I resolved permission denied issue appearing in Sales… Read More: Interactive Dashboard – Permission Denied Issue »
The dashboard is a highly-customizable workspace where you control what information you need to see to be effective in your job. We can create multiple dashboards and gadgets by choosing the feeds, workflow, and actions you want to drive from your workspace, or select predefined gadgets and dashboards from templates. In this blog we will… Read More: Assign User to specific Dashboard Template »
Reporting is very essential in any business process as it gives clear picture of ongoing work in an efficient manner. Sage CRM also provides Reporting feature and security structure. New Stuff: Sage CRM and Sage 300 ERP Integration Part-3 In Report section, you can see many Reports Category are available and each Report Category will… Read More: Report Category Access to particular users in Sage CRM »
Sage CRM is very much flexible to manage different type of scenarios as per the business needs. But we can’t even deny the level of comfort gained through Standard CRM system which helps in managing the time with the amount of functionalities offered. In below article, I will explain one such functionality of CRM which… Read More: How Territory is set to User Home Territory? »
Hi Readers…!! As we all know, SAGE CRM provides an easy to go feature of Reports generation in system. These reports can belong to various entities as well as various scenarios captured in CRM. Reports, which proves to be a highlight of every Business Organization as it provides the overall data consolidated through few easy… Read More: Restricting Reports data to authorized users »
Sage CRM provides a list of features for managing Rights to Data Access for all Users. In this blog, I will explain how we can grant access to a user to create new report in Sage CRM. New Stuff: Calculate CST for Quotes through Sage CRM While, working on an implementation for one of our… Read More: Access Rights to create new Reports in Sage CRM »
Marketing is one of the powerful feature of CRM using which we can attract our customers by launching campaigns. Now, with the release of Sage CRM 7.3 version they have integrated Mail Chimp which allows to send mass email for Mail Chimp campaigns. Below is the link which explains how we can integrate MailChimp with… Read More: Mail Chimp Feature Access to Users »
Refreshing metadata is an useful tool we use very often whether we need to reflect any database or translation related change, today I thought to explain various facts, do’s and don’ts about Metadata refresh, below are the components which comes under manual Metadata refresh: Greytrix Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300 Many times… Read More: Some facts about Metadata Refresh »
