Our GUMU™ for Sage CRM – Sage 500 integration is a bi-directional integration link where changes made to customer from Sage 500 to sage CRM reflect on real time basis and vice-versa. In our previous blog post, we went through steps to install and configure GUMU scripts at Sage 500. In this blog post, we will… Read More »
As discussed in our previous blog, we are coming with new version of our GUMU for Sage CRM – Sage 50 integration with modified and web based UI. Latest version of integration is compatible with both Desktop and Cloud version of Sage CRM. With this new UI and web based concept, we have added many… Read More »
Fusion charts in SageCRM improves the overall visual experience of reports. We can use the Fusion chart in Dashboard, blocks and Standard reports. Also, we can use different features of the Fusion chart i.e. Slicing Movement and Printing intelligent label management, custom tooltips, visually editable charts, multi-lingual charts etc. New Stuff: Cloning Interactive Dashboard In this… Read More »
In our previous blog post, we went through the steps to create additional addresses and contacts from Sage CRM to Sage 500 ERP. In this blog, we will discuss how to create primary Contact at Sage 500 using GUMU Integration. New Stuff: Promote Customers from Sage CRM to Sage 100 ERP For promoting contact from Sage CRM… Read More »
Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard… Read More »
With the help of scripting we can help our customers to achieve their requirement and make it more usable. In this blog, I will explain how we can restrict users to have access to certain entity such as Advanced Find and Keyword search which appears when Find button is clicked. New stuff: Highlight Checked Checkboxes using… Read More »
In Sage CRM, we not only use data fields to complete the profiling of a customer but GUI widgets can be used which allow user to make binary choice i.e. checkbox on CRM screens. In this blog, I will explain that how we can highlight the checkboxes with border which are checked by user with… Read More »
We all know that we can perform various functionalities with grid using CSS. From previous blog, we understood that how we can highlight Grid Header with specific colour in Sage CRM. Now, in this blog, I will explain how we can apply border to a grid to make it more appealing. New Stuff: How to increase… Read More »
In Sage CRM there is one great feature i.e. Documents Drop by which you can upload the document very quickly. Also, you can enable/Disable this feature based on the Users profile. In this blog we are going to explain you how to enable or disable this functionality based on the User profile. New Stuff: Renaming… Read More »
Sage CRM- Self Service is portal which allows your Customers, Venders and Business Partners to view there relevant information, Queries, complaints etc. by logging into the Self Service Portal. When you are installing the Sage CRM, it allows you to install the Self-service or not. If you installed the Self service. Your Self- service gets… Read More »
