Info Managers exist, particularly in larger organizations, to let you give a number of power users the ability to perform some specific system administration tasks – such as uploading templates, or maintaining currency conversion rates – without opening up the whole of the Administration area to them. New Stuff: Make effective De-duplication search in Sage CRM… Read More »
In Sage CRM there is a feature called De-Duplication which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. You can customize this feature with your condition by adding field. This feature is available for Company, Person and Lead in Sage CRM. New Stuff: Integrate Multiple Sage 500… Read More »
In our previous blog, we have discussed about real time tabs in our GUMU for Sage CRM- Sage 500 integration. Today in this blog, we will go through Sage CRM side configuration of Multiple Companies. Our GUMU allows to configure more than one company for integration in Sage CRM, that means Multiple companies can be… Read More »
Our GUMU™ integration for Sage CRM to Sage 500 is a real time bi-directional link where any changes made to Sage CRM is updated to sage 500 on a real time basis. New Stuff: Synchronization setting in GUMU for Sage CRM – Sage 500 Integration In our previous blog, we have gone through how to Add scripts… Read More »
GUMU for Sage CRM – Sage 500 ERP integration is a real-time and bi-directional link where we synchronize all the customer data from Sage 500 to Sage CRM and vice-verse. Today in this blog we will go through Sage 500 side GUMU Configuration.. New Stuff: Synchronization setting in GUMU for Sage CRM – Sage 500 Integration Once real time scripts are implemented (Manually/Imported) in Sage 500 through… Read More »
Sage CRM has standard feature to search accurate data. I.e. Keyword Search. With this functionality CRM user can perform search across all text fields available on the Entity search screen. Recently, one our client came up with Global Search functionality, where in Search functionality is needed on the Top Content of the Entity. With this… Read More »
We all know that SAGE CRM allows us to create web forms for collecting Lead Information. The enquiries captured from web portal are then available in CRM, thereby enabling the standard workflow automatically. But what if you want to set customized workflow rather than standard one? Does it gets set by default? New Stuff: How to… Read More »
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 »
