Category Archives: Uncategorized

Error exporting reports to excel in CRM part 4

As you know we have been writing blogs on issues being faced while extracting reports data in excel and issues related to Dashboards not working. You can go through the links added below for your reference. Related Stuff: Error exporting reports to excel in CRM part 3 Even in today’s blog, we will be discussing… Read More »

Restricting Reports data to authorized users

Hi Readers…!! As we all know, SAGE CRM provides an easy to go feature of Reports generation in system. These reports can belong to various entities as well as various scenarios captured in CRM. Reports, which proves to be a highlight of every Business Organization as it provides the overall data consolidated through few easy… Read More »

Access your ERP data on the Move using Integration

In the business world, things move fast and we need access to information on the go. ERP solutions are designed to streamline the operational efficiency of the companies. It also delivers the real-time information to decision-makers that give them deeper insight into areas of strength and weakness of an organization. Mobility feature of ERP allows… Read More »

Country code setting in GUMU™ integration

Our GUMU™ for Sage CRM – Sage 100 integration is real time bi-directional integration which synch all the customer data (Customer/Address/Contact) from Sage CRM to Sage 100 and vice versa. After installation of GUMU™ integration, there are some pre-requisite points which needs to be done prior to start using GUMU integration. Country code setting is… Read More »

Sage CRM customized integrated solution with Courier Industry

For any product services company, it will be very difficult to maintain expenditures on couriers/pick-ups for their customers. Many companies will have challenges such as the pick up of products from their customers and track it. They will also face the challenge to maintain their inventories because the inventory is getting transferred/received via courier and… Read More »

Block your calendars for Greytrix Product session @ Sage Summit – 2015

Block your calendars for Greytrix Product session @ Sage Summit – 2015 Greytrix offers an invaluable opportunity to introduce partners and customers insights about outside the box solution for taking Customer Interactions to the next level using its GUMU™ integration with eCommerce Magento and Salesforce.com. Our offerings have been designed keeping various business and industry… Read More »

Calculate CST, VAT and BED Taxes on Sage CRM’s Quote-Items screen

Hi folks! This article is in continuation of my previous blog where I have explained the logic of calculating CST for Quotes. Below is the URL for the same.  Now through this blog I will be explaining you one of the complex requirement which we recently came across. One our Client had business over many… Read More »