As we know CRM logs plays a vital role in identifying the cause of any errors and act as helping hand for implementers and developers. User can check logs which are divided into different categories such as SQL Logs, .Net Logs, System logs and so on. Along with this different logging level can be defined… Read More »
The Escalation functionality allow user to create notification rules for primary entities as well as custom entity in Sage CRM. Escalation rules can contain few conditions based on which notifications can be triggered via Email or on screen messages. If you want to enable Escalation for Custom Entity you can refer Enabling Escalation feature for Secondary… Read More »
As you all know in Sage CRM, we have option available for mail merging in Word document. In my earlier blog we have discussed about how we can apply restriction to the users for allowing merging in word document. Please refer below blog link for the same. Control Access to Merge to Word button in… Read More »
You all must be familiar with the two different formats provided by Sage CRM for User-select field. But do you really know, on what specific criteria does this field’s data type changes or where it is basically configured in CRM? New Stuff: Unlock the potential Enterprise data – With our GUMU™ Integration for Sage CRM with… Read More »
Activities play an important role in business operations. In Sage CRM activities can be tasks, appointments, meetings and send email. We can associate activities with entities such as leads, Company, Person, Cases and Opportunities. Business Users handle thousands of record activities every day. It is important for them to update or work on individual activities… Read More »
As, we all are familiar with the Reports module provided by SAGE CRM. We can fetch the required report by navigating to respective Report Category. Here, I will explain how we can run a report that is regularly in use without navigating to Report Category and finding the same all over. New Stuff: Setting Time Zone… Read More »
In Integrated system of Sage CRM with Sage 300 ERP, allows users to access real time information. By synchronization of tables and database of Sage 300 ERP. We can view all the orders as well as create order from CRM. New Stuff: One Time Processes for GUMU™ Sage CRM – Sage 500 integration While doing customization… Read More »
Web service enables developers to manipulate CRM records remotely with SOAP over HTTP using XML. We can Create/Read/Update/Delete records for each exposed standard and custom entity using Sage CRM Web Services API externally through an application. New Stuff: Hide Edit Button on Quote SWT screen But before Web Services can be accessed, a user account… Read More »
Sage CRM and Sage 300 ERP standard integration is one of the awesome feature provided by Sage. This integration includes various functionalities such as customer/vendor information from Sage 300 ERP, invoice and order details, or even creating, editing quotes and orders to Sage 300 ERP through Sage CRM. New Stuff: Greytrix Development Services for Sage CRM… Read More »
As and when a report is fetched from Sage CRM which include chart then it will display chart on first page and data in subsequent pages. Sometimes, this way of displaying report to business users may not look attractive and it will eliminate the purpose of report. New Stuff: Restrict Users from applying discount to… Read More »
