“Look and Feel” of an application plays an important role in the popularity and usability of an application. Sage CRM is not an exception to this. It provides an option through which one can change the default theme so that users can switch between to work in their preferred “Look and Feel” of the system.… Read More »
In my previous blog I had explained how you can change the caption of the fields that load on the screens that are part of Web order entry screen. Below is the link. The New Stuff: Changing field captions on Web order entry screen Now I will explain how we can add another field from… Read More »
From Sage ACCPAC 6.0 onwards Sage has introduced new way of pushing the orders to SageCRM. The Quote and Order forms are now web based and designed with the help of Sage Web Toolkit (SWT) which runs based on the GWT technology. The question what remains is, how far these screens are customizable? Can we… Read More »
Sage CRM Sales Tracker is a new app for Windows 8 which provides easy access to customer contact information and recorded sales opportunities at any time, from any location. Equipping sales professionals with instant access to valuable customer information when on the road or at customer sites can increase productivity and effectiveness while delivering an… Read More »
In continuation to my previous blog on Creating Component and generating script files, here in this blog I will be explaining some advanced options to create components. Related Post: Creating Component and generating Script files As we all know that Sage CRM implementation is a long process and many developers might be involved in implementation of… Read More »
Groups can be created in Sage CRM using SQL views and selecting the same view in the Source View dropdown. The New Stuff: Retrieve deleted records in Sage CRM Hence we had created a Group by checking Groups View checkbox in CRM. Now when one creates a Group and keeping Groups View checkbox checked, then that… Read More »
Hi guys, I had discussed a method to remove the Send E-mail button from the email screen through my below post Related Post:Remove send e-mail button from e-mail screen and use send using outlook only With this post I will explain the other way around I.e. how you can get rid of Send using Outlook… Read More »
Some days ago I came across this interesting topic on Sage CRM community site hence thought I would share the same with my reader here. In today’s business world, along with managing the work every person wants to stay updated with the currency rates. Sage CRM does support multiple currencies, but updating exchange rates used… Read More »
We have discussed few issues and workarounds which we had observed while upgrading Sage CRM – Sage 300 integrated system. Here is the link for quick reference. https://www.greytrix.com/blogs/sagecrm/2012/02/20/issues-while-upgrading-the-sage-crm-accpac-integrated-system/ Recently we came across another issue; hence thought to document it so that Sage users can note it down and save their time to investigate if they… Read More »
Hi folks! In this busy life we hardly get any spare time for our self. So it becomes important to manage time. And in order to manage time we need to complete our task in minimum time. With this blog I will be explaining how you can create component in less span of time. To… Read More »
