Client Side API is much easier to work with Client side customizations rather than using JavaScript. In my previous blog I have explained how we can add column in grid using Client Side API. Below is the link for the same. Related Post: Sage CRM 7.2 Client Side API Adding columns to List at Runtime… Read More »
Mail merge functionality is one of the very useful SageCRM modules when it comes to sending newsletters, welcome letters etc. With the introduction of Apache Tomcat for this functionality, lot of Java configurations have been introduced to the default install. Any changes to these configurations can lead to issues with the merge process. We have… Read More »
Day by day more advanced and useful business softwares are being launched by Sage. Sage CRM is one of them. Being business software, CRM stores very delicate data so it is necessary to keep proper maintenance of the Server/Machine on which it is installed. New Stuff: Make Calendar Control visible in Sage CRM While working on… Read More »
De-Duplication in Sage CRM is a feature which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. Sage CRM offers different ways in which we can set the dedupe behavior which he have already shared in our previous blogs. Related Post: Change the standard dedupe behavior Well,… Read More »
As you know Sage CRM gives ability to add fields against any entity which can be added on screens to make user interface more interactive. However there are fields which are available by default within the CRM as System fields which don’t get displayed in selection list while we adding them to screens. A sample… Read More »
When it comes to progressing workflows, updating values in any entity of CRM Tracking is very much necessary. Being business software CRM handles very delicate data and we cannot afford anybody to just go and change anything. Hence the Tracking functionality has been provided by SageCRM out of the box. The New Stuff: Checklist for… Read More »
GUMU™ for Sage CRM – Sage 100 is an integration link which will integrate Sage CRM and Sage 100 application. GUMU™ displays data on a real time basis in Sage CRM from Sage 100. Users can create order in Sage CRM with Sage 100 inventory and pricing information and can promote it to Sage 100.… Read More »
Recently one of our client come up with a requirement where they wanted to import Sage 100 Sales Orders into their Sage CRM so that they can do some reporting stuff with those imported orders. We have Sage CRM – add-on which can be use to import sales order data from Sage 100 to Sage CRM. Today we will go… Read More »
Sage CRM is very much flexible to manage different type of situations as per business needs. It has been designed in such a way that we can do complicated configurations very easily. In this blog I will explain you how to restrict/filter users list on reassignment functionality based on certain condition. The New Stuff: Sage… Read More »
In GUMU™ for Sage CRM Sage 100, we have provided a functionality where users can search for items, available quantity etc. on a real time basis while adding the line item. We have already discussed this part in one of the previous blog post. However, in Sage 100 Item search lookup window (shown below), if… Read More »
