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: Auto Cancellation of Order in 24 Hrs. »
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: How to setup Web Services for a User in Sage… »
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: Hide Edit Button on Quote SWT screen »
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: Display Report Chart and Grid on same page »
As we know, Sales process is driven with the help of Lead, Opportunity, Quotes and Orders. And, to generate quotes and orders, we link the products and their prices in Quotes and Orders tab against Opportunity. This Quotes and Order functionality also comes with a feature wherein we can apply discount to an entire order… Read More: Restrict Users from applying discount to entire Quote and Order »
While doing the User Acceptance Test (UAT) with customer, he requested us to freeze the tab group whenever users move screen in upward and downward direction. Here, we are talking about the several tabs shown on summary record of lead, company, Opportunities, etc. See below screenshot. To make this working, below is the script which… Read More: How to Freeze Menu bar for specific screen »
Sage CRM provides many powerful features. One of them is Email functionality. Users can send bulk and individual emails to Customers using this feature. Now in this blog we are going to discuss the new feature that is available in Sage CRM 7.3. A Company can have multiple contacts. These contacts are nothing but people… Read More: Send e-mails to Multiple Contacts in Sage CRM 7.3 »
In Sage CRM, a case entity is mostly used as a Customer service issue. We can capture a customer query in Sage CRM, and track the progress of the problem through to a Solution and closure. Cases may be assigned as High, Normal or Low priority in Sage CRM. They have a status as ‘In… Read More: Open Cases Summary Report to Managers. »
Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. In this blog, we will discuss how to allow direct rights in territories to specific Users. Let’s consider one example where User A belongs to Mumbai Sales team and associated with Sales Rep Profile. Sales Rep… Read More: Providing additional Rights to a User within Security Profile »
