Here in this blog I will explain an interesting functionality of rather complex module “Territories”. We all know that CRM handles access rights according to the territory structure and profile combinations. Hence territory structure should be properly managed so that all users can view information accordingly. Greytrix Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300… Read More »
One of our colleagues from implementation team was installing Sage CRM for a client demo. After installing CRM, he was unable to login and encountered some issue which we are going to discuss in this blog. Follow is the list of common issues which he came across while login into Sage CRM with its cause… Read More »
What is more important for successful business? Good resources, big premises, cafeteria, assembly areas :). Yes, these all are necessary but one thing which makes the difference is the hierarchical organization structure. In CRM we have provision to create users and specify the profiles for them. Along with this we also have field named Forecasting… Read More »
Sage CRM being a web-based application requires a web server in order to function properly. The Primary role of this web server is to help store, process and deliver web pages as and when required to the users by means of HTTP. Now since Sage CRM is reliant on web server, IIS is one of… Read More »
In the recent past I’d received several queries like; users getting logged out of the system whenever they keep their browser in idle state or navigate to other site. How to disable preferences tab for all CRM Users? Well, solutions to all such problems are available in CRM User Guide under user configuration section. Even… Read More »
