Sage CRM’s reporting feature has always been proved helpful to view the summary data. Report’s data extracted in rich graphic and interactive graphs has improved the look and feel as well as gives better clarity. Sage CRM 7.3 has come up with some new chart styles which can prove helpful for Sales as well as… Read More »
With the availability of the demo data option at the time of installation it becomes easier to prepare demo systems on the fly. We can just install the demo data and showcase full-fledged functionality of Sage CRM in no time. New Stuff: Some facts about Metadata Refresh Once my presale guy was preparing demo system… Read More »
Refreshing metadata is an useful tool we use very often whether we need to reflect any database or translation related change, today I thought to explain various facts, do’s and don’ts about Metadata refresh, below are the components which comes under manual Metadata refresh: Greytrix Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300 Many times… Read More »
Transition of Sage CRM into its new look and feel in version 7.2 includes major changes in technical aspects. The version is made compatible with wide range of recent versions of browsers. One of the major changes is that iFrames are eliminated in 7.2 version of Sage CRM as most of the latest browsers do… Read More »
Configuration is an essential part after successful installation of any product. In our blog post today, we will go through the GUMU configuration screen and will see what information we require for configuring GUMU Sage CRM – Sage 100 ERP integration link. New Stuff: Steps to install GUMU Sage 100 Module For this purpose, in… Read More »
“Setup has detected that CRM URL rewriter may not be working properly “ is one of the scariest error in Sage CRM 7.x history. This time I got this issue in Sage CRM 7.2 version while upgrading from 7.1, what we found is two IIS modules ARR (Application request routing) and URL Rewrite which gets… Read More »
We always thrive to make the systems BEST of all by adding out of the box new features. However better approach is to always control the usage of such features, as reverse impact also needs to be accounted for. You can see all such features defined in SageCRM provide parameter to control the usage. For… Read More »
In our previous blog post, we discussed about the new features that have been introduced in Sage CRM v7.3. Here is the link. Quote Summary Screen Enhancements in Sage CRM 7.3 In this blog post, we will explain how Sage CRM administrator can add restrictions on any user for merging Quote template to word document. New… Read More »
Yes, you heard it right!!! Now, with the upcoming version Sage CRM 7.3v sage will be coming up with de-duplication feature at Lead level which was earlier restricted to Company and Person entities only. New Stuff: Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration In our recent experiences across the retail businesses we… Read More »
Crystal Reports is a business intelligence application which you can use to create and maintain reports. As you know Crystal reports can also be integrated with Visual studio so that they can be directly access through websites. We implement the same approach for reporting through Sage CRM for our customers. New Stuff: Lead to Company/Person… Read More »
