Tasks and Appointments of Users are displayed under “My CRM” or “Team CRM” menu in Calendar Tab. In Calendar Tab of “My CRM” user can see his Tasks & Appointments. In “Team CRM” menu, under Calendar Tab user can see the list of all the Teammates Tasks and Appointments. Now if user wants to see… Read More »
The checkbox field creates a list of tick-able options. Checkbox fields have their limitation we can use them to have only 2 options. In Sage CRM If checkbox field is checked then ‘Y’ value is stored in database and if it is unchecked ‘Null’ value is stored in database. New stuff: Mass Update Territory in Sage… Read More »
In our GUMU™ integration, we keep on adding new features which is very helpful for your business process and users. In the upcoming GUMU release, we are planning to add new features which will accelerate the Order Creating and Promotion Process even better as we did previously by adding Quick Line Entry Feature. For this we are planing to add Quick Order Entry feature where user can Create Order using multiple line items and than can promote that Order through Order Summary Screen using Promote Order button. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available Below is the proposed functionality for this feature We will added a new button in the menu section as shown below It will open a screen where user can enter Company and person(We can customize this screen as well to add more field) Once user has selected… Read More »
Our GUMU™ for Sage CRM – QuickBooks integration link is an external bi-directional link which synchronize data from Sage CRM to QuickBooks and vice versa. Today in this blog, we will explain how to create custom fields in Sage CRM which can be integrated with QuickBooks. New Stuff: Calculate Sales Tax in Sage CRM using AvaTax… Read More »
In the Business world, Organizations can have Customers all over the world. Organizations can track their Customers Country code and Area code in their records. It depends on individual Organization to track Country code and Area code in their records. New Stuff: Posting Single Invoice Entry from Sage CRM for Multiple Shipments In Sage CRM… Read More »
In ERP when a Customer purchases more than one item we can send that Customer a combined invoice. A combined invoice lets a Customer send you a single payment for multiple shipments. In our earlier Blog we had explained how to Create Single Invoice Entry from Multiple Shipment Entry in Sage 300 ERP. Now in… Read More »
Sage CRM has helped to manage all communication related activities with the help of tasks, appointments, emails etc. Data security and management has also been made easily available within Sage CRM’s various modules or entities. But have you ever came across such a requirement where to need to upload documents related to specific appointments? New… Read More »
Dropbox is a place where we love to keep or store our document, files and video so that we can view them anytime anyplace. Dropbox also make it super easy to share files with other peoples by just providing the Dropbox link to the other people using which people can directly download the file. New… Read More »
Communications is one of the important pillars for running Business successfully. Sage CRM’s Email functionality has proved to be one of the strongest feature as it has its own internal e-Mail client that allows users to create, send and manage emails entirely within CRM. In this article I will make you familiar with the default… Read More »
GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link.Using GUMU™ integration, you can integrate front and back office data. Using GUMU™, a user can promote Sage CRM Company, promote sales order from Sage CRM to Sage 100. In addition to this, all the information for Sage 100 customer flows… Read More »
