This is in continuation with the series of blogs I am posting on Sage CRM 7.2 features. This is one of those changes which will make Developers, Report Managers life easy. Sage CRM 7.2 has given the flexibility where report columns are arranged in alphabetical manner, so if your report view has more columns you can… Read More »
Over the past year I have discussed various tomcat related issues on this blog site which cause dashboards, report not to work properly. In continuation with the same, here are some more errors you might face with Tomcat and Java configurations and step to resolve them. Also Read: Error exporting reports to excel in CRM… Read More »
Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section… Read More »
Here in this blog I will explain an interesting functionality of rather complex module “Territories”. We all know that CRM handles access rights according to the territory structure and profile combinations. Hence territory structure should be properly managed so that all users can view information accordingly. Greytrix Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300… Read More »
Being a business closely dependent on market up’s down’s, it becomes necessary to track the market activities regularly. What you do in this case, is open up the various market activity websites and try to see a trend. What if you can have the live Market trend chart right on your Interactive dashboard? Yes, it… Read More »
With new versions of IIS, the security has been tightened a lot in order to setup secure environment for website deployment. You must have observed this behavior very commonly when you install SageCRM on latest windows servers with IIS7. When you try and edit any configuration under Administration tab, the authentication prompt comes up and… Read More »
Uploading data of multiple contacts against a single customer seems to be a complex stuff but Sage CRM has simplified this task by providing the feature of deduplication to be used along with data upload. In this blog I will explain how we can upload data from excel sheet to CRM in order to store… Read More »
Hello folks! Back with one more interesting trick here. As you all now you can control which tab is visible to who by using SQL condition box at the time of creating that tab. Like I can say if the tab should be visible to specific users I can put conditions using “U:” etc. However… Read More »
This is in continuation with the chain blog we are posting on SageCRM Outlook integration. In previous blog we discussed the limitations to file number of email at one go. Refer the link added below. In this blog I will explain how to install and verify the Outlook Integration with SageCRM 7.2. Also Read – Outlook integration – Limit… Read More »
We all know that SageCRM can be integrated with Microsoft Outlook which gives you complete bidirectional synchronization of emails, contacts, appointments and tasks. You can work directly in Microsoft Outlook or Sage CRM as per your schedule. From Microsoft Outlook, emails can be sent\received and also we can choose which email should be filed in… Read More »
