We all know that Sage CRM 7.2 has come up with great functionalities that is helping to capture complex business processes in it. With the release of.Net API, even from technical point of view Sage CRM is now very much capable and flexible to write and accommodate complex business logic in it. But while implementing… Read More »
Sage CRM has made the functional development much easier by providing enhanced .Net API development kit with recent versions. Developers can use wide range of packages to build enhanced solutions for business needs with better flexibility. Related Post: Create log file using .net API In most of the implementations of Sage CRM, a common requirement which… Read More »
We are just few days away form the largest and biggest Sage ERP X3 Sales Conference in Istanbul. For those joining in late here a sneak peak and more about product offerings by Greytrix to Pick Your Piece of Innovation at Sage ERP X3 Sales Conference 2015, Istanbul. Greytrix offers an invaluable opportunity by presenting a session at Sage… Read More »
Recently, while working on an implementation we came to know how easily we can do the customization using .Net API. Well, we were supposed to create a screen in Sage CRM which should ultimately get the confirmation from user before submitting the record into Database. By referring the .Net methods we found one method which… Read More »
‘win32 error. code: 1. incorrect function’ is one of the most forbidding error found in Sage CRM 7.x history under Reports section. It is usually found when you try to extract any of the report from CRM in PDF format. Recently we encountered the same issue for one of our clients. However, We were lucky… Read More »
Whenever we implement complex routines like uploading data etc., one major thing comes into the picture is creating log of each action performed in the routine. Logs are something which tells users where the process failed and what is the error. In case of Sage CRM, we often develop complex routines for which error logging… Read More »
In our last post, we saw how you can attach Download links to the Knowledge Base to enhance Customer experience. In this post we will see how your resources as well as your Clients can save time owing to the ‘Case Suggestions’ feature provided by CRM Self Service. For this feature to work optimally, the Admin… Read More »
Answering Client queries can be a very complex thing to do. It might involve various images, executable files, patches, add-ons, up-gradations and so on along with the help of written text to be able to solve a client query effectively. Having been in the Client servicing industry for over a decade now, we understand this… Read More »
The knowledge base is the crux of CRM Self Service Portal. It is designed in such a way so as to save time of both the End-Users as well as our Clients. An alert and proactive Admin is the key to a well maintained and effective Knowledge Base. It should be the Admin’s prerogative to… Read More »
In practical world, one size doesn’t fit all and we understand the need of organizations to customize. To give our Clients the freedom of customization, we have provided them with an ‘Add Custom Page’ field that allows the Clients to add ‘Custom Pages’ to the portal. This particular field can be found in the drop… Read More »
