Category Archives: Summay

Troubleshooting “ProvideX Object Error” in Sage CRM – Sage 100 GUMU Integration

The GUMU™ for Sage CRM – Sage 100 Integration is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100 where users can view information for customers, invoices and orders from either of the systems. It also supports multiple company integration, allowing multiple Sage 100 companies to be linked with a single Sage CRM instance. In this… Read More: Troubleshooting “ProvideX Object Error” in Sage CRM – Sage 100… »

Editing the look and feel of Summary Reports and PDF Reports in Sage CRM

Sage CRM’s inbuilt Reporting tool is one of the prominent features which have helped the people relying on CRM for data management to project or represent the data in the desired format. The wide collection of Reports available within CRM has made it easy for the CRM users to extract the data in different formats… Read More: Editing the look and feel of Summary Reports and PDF… »

Hide Summary Report Button in Sage CRM

As you all know, Summary Report button is available on all Standard entities like Company, Person, and Opportunity. You can view the summarized data of all these entities in one single screen in just one click. New Stuff: Restrict access to certain entity with SQL conditions What if one doesn’t want this button on the entity.… Read More: Hide Summary Report Button in Sage CRM »

Quote Summary Screen Enhancements in Sage CRM 7.3

In our recent blog posts, we have talked about the new features introduced in Beta version of Sage CRM 7.3. Today we will talk about the new features introduced on Quote Summary screen of Sage CRM v7.3. New stuff : Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration New buttons have been added to… Read More: Quote Summary Screen Enhancements in Sage CRM 7.3 »

Sage CRM 7.2 Facebook Component

Being social is a must in today’s world; no matter if it’s an individual or organization. Any means which let you connect to larger set of audience is good for the growing business. Over the recent years sites like Facebook, Twitter have served the purpose well. Considering this, new version of SageCRM 7.2 has also… Read More: Sage CRM 7.2 Facebook Component »

Hide fields and extra spaces in Sage CRM

Sometimes we come across scenario where we have to hide fields on Page Onload (View Mode) as well as OnChange of page (Edit mode). I have written a blog for the same. You can find it in the below path: https://www.greytrix.com/blogs/sagecrm/2010/06/28/hide-and-show-fields-in-sagecrm/ The above block works fine. But I had a requirement from client that he… Read More: Hide fields and extra spaces in Sage CRM »