Sage CRM have a rich and suitable features for all Business Sizes and Types. It contains different type of standard entities to maintain data. There are a lots of columns in each entity. For specific entities, we don’t have rights to delete any standard field from entity. As we all know, Company is a primary/main… Read More: No Delete option for column »
In Sage CRM 2017 R2, new features are introduced which we had already discussed here. In this blog, we will be explaining “Auto Suggestion of Email Recipients”. New Stuff: Delete Quote Line Items using JavaScript Emailing is one of the powerful feature of Sage CRM. Users can send emails to individuals or they can even… Read More: Sage CRM 2017R2: Auto Suggestion of E-mail Recipients »
As we all know, Sage CRM provides functionality to change screen design according to requirements. Such as adding fields, removing fields etc. But CRM does not allows to call another website’s data in CRM screen, for this we can add another container in CRM screen such as iframe which supports in CRM. New Stuff: Deduplication on… Read More: How to disable iframe screen in Sage CRM? »
In Sage CRM, while setting up a Web Deployment Manager, you can receive a warning message as “Error connection to Internet Information Server (IIS). Make sure IIS is installed on same machine” as shown in the screenshot below. This blog is a solution for the error message which we will be explained in our below blog.… Read More: IIS 6 Management Compatibility Configuration »
In this blog we are going to discuss new out of box feature which we have added on communication screen to notify users about their tasks via email. New Stuff: GUMU™ Integration is compatible with new Sage X3 v11 along with Sage CRM 2017 R1 We have added Email to Resources button on Team CRM screen… Read More: Notify tasks to resources/users via Email »
In Sage CRM, we all are working with Company, Opportunity, Communication, Cases etc. As we all know that, Company (Customer) is a main entity in Sage CRM, from where we can create a new Opportunity, Communication and Cases. New Stuff: Sage CRM Grid Manipulation To create new Opportunity or Communication against particular Company. We need to… Read More: Shortcut link on Company Find screen to create Opportunity, Communication… »
In Sage CRM user can export data into Excel/PDF/CSV using Export to file button available on Search screen. You can also restrict access to this button to make it available only for Managers and Administrators. You can refer below blog link for your reference. Related Post: Hide Export data option for Non admin users By default, when you… Read More: How to add more columns in Export to file documents »
GUMU™ for Sage CRM and Sage X3 Integration Link is a real time, bi-directional link that integrates Sage X3 and Sage CRM data. New Stuff: GUMU for Sage CRM- Sage ERP X3 – Sage ERP X3 Side Configuration Today we will discuss pricing loading functionality of GUMU for Sage CRM – SageX3 Integration. GUMU™ provides Sage… Read More: Real Time pricing loading on Quote/Order item screen in GUMU™… »
GUMU™ Integration has a User Friendly Interface with Real time bi-directional link that integrates your front and back office, as a result making changes in either of the systems is directly reflected into another system or vice-versa. New Stuff: Synching Sage 100 memos in Sage CRM using GUMU™ Integration We can always customize our GUMU as… Read More: Displaying quantity on hand information in Sage CRM in GUMU… »
GUMU™ for Sage CRM and Sage X3 Integration Link is a real time, bi-directional link that integrates Sage X3 and Sage CRM data. Below are various features currently available in this product. New Stuff: GUMU for Sage CRM- Sage ERP X3 – Sage ERP X3 Side Configuration In GUMU™ for Sage CRM – Sage X3 Integration,… Read More: Sage X3 Item lookup, Quantity on hand in GUMU Sage… »
