Sage CRM is very much capable to implement various business solutions with a simple tricks. We have already posted several blogs regarding style sheet in CRM where we can achieve different business needs with simple configurations. In this blog I will explain how to change default appearance of Notification area in Sage CRM 7.2 New… Read More: Change default appearance of Notification Area in Sage CRM 7.2 »
Sage CRM has always been proved very much flexible to incorporate various business needs with an ease. We have seen a lot of posts where we can achieve different requirements with simple configurations. This blog explains one such trick for CRM’s Recent list, which is helpful for CRM users to find their favorites easily accessible.… Read More: Manage the size of the Recent List »
We talk a lot about implementer’s and testers even sometimes about developers who work on CRM. There have never been much of tips or tricks discussed for Consultants. This made me write something for Presales consultants today! I kept this topic for an open discussion among various CRM experts to gather as much opinions as… Read More: Preparing your first level CRM Demo? Have a Look! »
In our previous blog topic we have explained new features about Sage CRM 2014 R2 version. Likewise, this time also we are taking up a feature called pipeline for Case Entity which gives a graphical representation of the data to a user Related Post: Opportunity Funnel in Sage CRM 2014 R2 In the new version,… Read More: Case entity pipeline Sage CRM 2014 R2 »
For every Business environment, managing/securing data and Disaster management responsibilities goes hand in hand. Backing up data has always been the only recommended solution for recovering data which also proves very profitable. The only risk which is involved is doing this task manually as someone may forget. Scheduling Backup activities is something which has been… Read More: Scheduling Backup activity through Sage CRM 2014 R2 »
For Sage CRM customizations, Client Side API has always been proved stress- free and effortless to work with client side customizations. It has reduced complexity as compared to JavaScript, to much better extent by introducing built in functions. Today I would share one such amazing trick related to screen customization which highlights key info as… Read More: Selecting multiple fields using Client Side API »
For any sales person, it’s always convenient that there should be something which will let him know how much potential business he has in his bucket. Along with many more enhancements, Sage CRM 2014 R2 provides an Opportunity Funnel which has an interactive feature which lets the sales person know about possible opportunities for business.… Read More: Opportunity Funnel in Sage CRM 2014 R2 »
Once I came across a requirement where one of our client wanted to set different default Font type, Font size, Line spacing and Background in Sage CRM’s FCK editor automatically. Changing Font and Size is possible from front end but you need to change it manually every single time you write an Email and also… Read More: Managing FCK Editor’s behavior with SageCRM Style sheet »
Our GUMU for Sage CRM – Sage ERP X3 integrates Sage ERP X3 system with Sage CRM on a real time, bi-directional basis. In our last post, we have gone through how to configure our GUMU from Sage ERP X3 side. In this blog post, we will go through ‘Link customer’ functionality present in GUMU.… Read More: Link Customer functionality in GUMU for Sage CRM – Sage… »
GUMU for Sage CRM – Sage 100 integration works bi-directionally on real time basis. In the latest version of our integration, we have released new GUMU Sage 100 module which is used for real time changes from Sage 100 to Sage CRM. In this blog post, we will go through the installation and configuration steps… Read More: Steps to install GUMU Sage 100 Module »
