This blog is in continuation of previously written blog where I have explained how to capture target audience from website and convert it into Lead in CRM. You can refer the detailed explanation in the post mentioned below. Related Post: Capture your target audience effectively I had explored the basic lead information which CRM enables… Read More »
In our earlier post, we explained how to identify the Sage CRM versions and patches installed. Here is the link for your reference. Identify Sage CRM version and its patches New Stuff: Validate Email Addresses using Sage CRM Client Side API In this blog, we will explain you how to identify the Sage CRM Cloud version.… Read More »
Recently one of our customers came up with a requirement to display the Company Entity data into an Opportunity Entity in SageCRM.com. It is little bit tricky to display data in an Opportunity entity as one can use only Client Side Script to perform any operations in SageCRM.com. New Stuff: Validate Email Addresses using Sage CRM… Read More »
In our earlier posts, we had explained how Email Addresses and Phone Numbers can be validated by adding JavaScript code. However Sage CRM Client Side API Library methods can be used to validate email. New Stuff: Apply Caption Properties using Sage CRM Client Side API Kindly allow me to elaborate in more detail. Consider you need… Read More »
We are working on some interesting new features which we have discussed in our earlier posts. Today we will read more about the upcoming Quick Order entry feature which will be released soon in the next version. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available As per standard functionality of… Read More »
GUMU for Sage CRM – Sage 500 (MAS500) ERP integration is real time bidirectional integration link which provide ability to import Sage 500 customers into Sage CRM. User can also edit and promote Sage 500 customer data from Sage CRM to Sage 500 on a realtime basis. Today in this blog we will go through… Read More »
In our GUMU for Sage CRM – Sage 100 ERP integration product, we always add new features\enhancements to existing product. Our GUMU version is now compatible with latest Sage CRM 7.3 version. New Stuff: GUMU Sage 100 Tips – Compatibility View mode In our latest GUMU version, now we have added Help button on each GUMU… Read More »
We have already explained how to modify Standard Entity Summary screen by adding Divider or Subsection to it (Refer below link for more details). https://www.greytrix.com/blogs/sagecrm/2013/07/24/add-divider-or-subsection-for-existing-screen-in-sage-crm/ New Stuff: Eliminate Type field in Company Entry Screen of Sage CRM Recently we came across a requirement wherein we had to modify the Standard Entity screen to add a new panel… Read More »
Hi readers! The screen which appears in CRM for the available entities contains fields which are placed with proper alignment (i.e. Row width, Column width). When we approach to our clients for the requirement gathering most of the time client asks to change the look and feel of the screens. New Stuff: Change default appearance… Read More »
Sage CRM is very much capable to implement various business solutions with a simple tricks. We have already posted several blogs regarding style sheet in CRM where we can achieve different business needs with simple configurations. In this blog I will explain how to change default appearance of Notification area in Sage CRM 7.2 New… Read More »
