Category Archives: Uncategorized

Show Products Images on Product Summary

Every morning when we go for a walk, we find number of advertisements, banners alongside the road. However the one’s with descriptive images catch more attention. It’s a proven fact that Descriptive images are lot better and eye catching as compared to long descriptions. Now how does it relate to the topic I am discussing… Read More: Show Products Images on Product Summary »

Configure GUMU™ for Sage CRM – Sage 50 (US Edition)

GUMU™ for Sage CRM – Sage 50 (US Edition) is a third party application which imports data from Sage CRM to Sage 50 application and vice versa. It is a batch utility which can be used as a scheduler where each import and export routine can run at a fixed interval time. Let’s walk through… Read More: Configure GUMU™ for Sage CRM – Sage 50 (US Edition) »

Testing SageCRM in Mobile friendly view

In today’s blog I will talk about one of the pain points faced by Sage CRM application testers. In development environment it doesn’t become always possible to host the application test version on static IP’s and access it on mobile device browsers. Testers find it increasingly difficult to test the application in mobile view. Here… Read More: Testing SageCRM in Mobile friendly view »

Sage CRM with Outlook 2013 classic integration

This post is in continuation of our previous posts regarding Sage CRM and Outlook Integration. People using Sage CRM and latest version of outlook mainly face the problems with Classic Outlook integration Plug-in due to enhanced security and performance parameters in latest office products. Create, Launch, Record, Analyze Surveys from within Sage CRM Greytrix Survey… Read More: Sage CRM with Outlook 2013 classic integration »

Cloning an Escalation Rule

As we all know that latest version of Sage CRM gives us a features to clone various configurations which eventually saves our valuable time. However cloning is not new to SageCRM framework. It was already in place for escalations, workflow rules etc. Related Post: : Report Cloning in Sage CRM 7.2 Consider a scenario where same… Read More: Cloning an Escalation Rule »

SAGE CRM Self Service Control Session Expiration

Self-service applications help passing on ticket logging task in customer’s hand. However these portals are tightly integrated with your SageCRM database which needs to be secure no matter what. Hence it is necessary that we kill the inactive sessions of self-service user logins which improves security as well as performance. SageCRM provides parameter auto logout… Read More: SAGE CRM Self Service Control Session Expiration »

Create Linked Gadgets to get related information on CRM Dashboard

Dashboard is a visual representation that gives executives a quick and an easy way to view their company’s performance and an overall view of business.  Customization, drill-down to details, visibility of trends and data freshness. Greytrix and Sage ERP/CRM The perfect combination for clients across various industries in India In this post we will be… Read More: Create Linked Gadgets to get related information on CRM Dashboard »

Error on Sage CRM 7.2 Find Screens

Recently while working with Sage CRM 7.2 C version, I faced an issue where I was unable to find the records logged in CRM. I was getting bit strange error “THERE ARE ERRORS”. Strange, could not find these errors in any log file 🙂 The New Stuff:Get key metrics right on your Interactive Dashboard using… Read More: Error on Sage CRM 7.2 Find Screens »