Our GUMU™ for Sage CRM – Sage 50 US (Peachtree) Integration Link is external/ bi-directional synch utility that integrates Sage 50 US (Peachtree) and Sage CRM. You will find a list of processes namely as mentioned below, 1. Importing Customers, Orders, Invoices and Product Family/Product from Sage 50 US (Peachtree) to Sage CRM. 2. Promoting… Read More »
Today we are continuing our blog series on GUMU Migration services. All the firms keep track of all its activities. In this blog, we shall discuss about migrating Task from Salesforce to Communication of Sage CRM. In our previous blog, we discuss about: New Stuff : Migrating AR payment from Sage 50 to sage 100 GUMU™… Read More »
Hello All! In previous blogs, we had seen that how we can make our SAGE CRM screens and grids more visually effective by applying JAVASCRIPT, JQuery, HTML, etc. like by highlighting checkboxes, underlining to column header, printing amount in words, and others. Here, we will see how we can align field data to Right Hand… Read More »
With the introduction of latest Sage CRM 7.3 patch i.e. SP3 they have come up with great enhancements in terms of UI/UX which has increased user experience. New Stuff: Display Distinctive Records in Reports Let’s see each of them in this blog. 1. Navigation Bar: The navigation bar is now more fit to screen and has… Read More »
As we all know Sage CRM comes with various features which help every users in many ways. Likewise, report section is useful for them who need to track their performance or other information. New Stuff: Migrate Users from Salesforce to Sage CRM We have seen multiple instances where users have a habit of to create records… Read More »
We have been looking at various instances of export to excel issues identified in CRM and resolution towards it. These resolutions are drafted in 4 blogs written on the same topic and links are available at the end. Well, in this blog, we will be looking at a specific error message which says “The execution… Read More »
As we all know Sage CRM provides reports functionality through which we can design our own reports and do the analysis of the business. Typically, there are 2 report styles which can be used to design reports in CRM i.e. Standard with Grids and Standard without Grids. Using any one of them will either display… Read More »
Hi Folks! The Sage CRM installer not only create application for users but also add following services along with it. In this blog we will see how we can manage CRM indexer service from CRM admin panel. 1. CRM E-mail Manager 2. CRM Escalation Service 3. CRM Indexer Service Related Stuff: How to increase search limit… Read More »
Hello Everyone! You all are familiar with the Top Content area of an entity in SAGE CRM. It contains information with some standard fields like Company, Person, Phone, Opportunity, etc. In this blog will see how we can remove the opportunity details from top content area. New Stuff: 500 Internal server Error with CRM and ERP… Read More »
