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 »
To assist the end users of our Clients, we have provided the facility of downloadable files on CRM Self Service Portal. The download section supports various file types giving you the leverage to use different file varieties in the section. We also provide you with the facility of linking knowledge base sections with related downloadable… Read More »
A Self Service Portal wouldn’t be as powerful if it didn’t come with CRM integration. Keeping in mind an organization’s need to have the Self Service Portal synced with their CRM system, we have set out to integrate CRM Self Service Portal with all the major CRMs that are globally used. Currently, CRM Self Service… Read More »
Sage ERP X3 Conference #SageSC is about to begin in a month’s time (Take a Sneak – Peek). We are already excited and all geared up to be showcasing our Sage ERP X3 offerings at the event. Don’t miss this, a lot of new and exciting announcements pertaining to Sage ERP X3 are expected this… Read More »
Sage CRM Grids can be customized using Client Side API. In our earlier post, we had explained Sage CRM v7.2 and higher version supported features. Refer below blog. Avoid scrolling with Collapse Screen Feature in Sage CRM7.2 New Stuff: Control Column Visibility in SageCRM.com using Client Side API In this blog, we will explain you how… Read More »
SageCRM.com can be customized using Client Side API. In our earlier post, we had explained how to Control Visibility of Columns in Sage CRM Desktop on-premise version. Here is the link. Control Column Visibility in Sage CRM Grids and Lists New Stuff: Set Default Type on Export Screens In this blog, we will explain you how… Read More »
In Sage CRM, Users can export a list of companies or other standard primary entity data based on a Saved Search. We have this option available on standard find screen for all primary entities. New Stuff: Adding Documents Tab to Leads in Sage CRM 2014 R2 Upon clicking Export to file button highlighted above in screen… Read More »
GUMU for Sage CRM – Sage 500 (MAS500) ERP integration is real time bidirectional integration link which provide ability to import Sage 500 customers into Sage CRM. User can also edit and promote Sage 500 customer data from Sage CRM to Sage 500 on a realtime basis. Today in this blog we will go through… Read More »
In our GUMU for Sage CRM – Sage 100 ERP integration product, we always add new features\enhancements to existing product. Our GUMU version is now compatible with latest Sage CRM 7.3 version. New Stuff: GUMU Sage 100 Tips – Compatibility View mode In our latest GUMU version, now we have added Help button on each GUMU… Read More »
GUMU for Sage CRM – Sage 500 ERP integration is a real-time and bi-directional link. Today in this blog, we will go through Sage CRM side configuration. Once you are done with the GUMU installation at Sage CRM server, you can follow below steps to configure the integration from Sage CRM side. 1. Login to Sage CRM… Read More »
