Category Archives: Uncategorized

How to control Email Forward and Reply Translations

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 »

Unable to add Person in External Attendees for Appointments

Communications being an essential part of every business demands to be tracked or maintained in efficient manner. One such prominent feature is of Sage CRM’s Communications entity which is available against every other entity such as Company, Person, and Opportunities etc. Another feature is of External Attendees functionality where we can maintain and manipulate the… Read More »

What’s New – GUMU integration is now compatible with Sage 100 2016

GUMU™ Integration has a User Friendly Interface with Real time bi-directional link that integrates your front and back office, as a result making changes in either of the systems is directly reflected into another system or vice-a-versa. With the GUMU™ Sage CRM – Sage 100 Real-time, Bi-directional integration, you can access customer information, promote orders… Read More »

Highlight fields using Client side API in Sage CRM

As we know that Dot net API provide various functions using which we can highlight the rows, columns or field by giving background color. The standard function will only highlight the field with a color but we can also change the setting to highlight the border of the field. New Stuff: Access to Add File in… Read More »

Access to Add File in Shared Documents

In Sage CRM, sometimes you do not have access to all documents in the documents tab. To overcome this limitation, Shared Documents tab is made available under My CRM section. This tab is used to store the corporate documents that you may be required for quick access on daily basis. Additional documents can also be… Read More »

Hiding Report Category for Specific Time

This article has been prompted by a question I was asked at a recent Client Side training. Can a system administrator limit certain rights on reports so that they can only be executed after office hours? This question took me into a neutral mode for a minute. I was like how can I achieve these?… Read More »