We have seen many integration solutions in past from Greytrix which usually covered Desktop <-> Desktop integration. Today will see its foray into the Desktop <-> Cloud segment with FreshBooks The Leader in Online Invoicing and Sage Peachtree (soon to be re-branded as Sage 50 – US Edition) integration. A one of its kind giving you the… Read More »
In Sage CRM we are able to view the Customer related details in a list format for e.g. Customer Address, Cases, Communication, documents. These details are displayed in List or Grid format in CRM. Using list format we can provide a variety of functionalities in CRM for e.g. we can add a hyperlink for customer’s… Read More »
We know how to add user select fields on the screen and use them for assigning users in various business processes. Sometimes you can observe strange behavior of User select fields on some screens. Sometimes you see them as selection fields and sometimes as a text box with magnifying glass. Well, it’s not a strange… Read More »
In Sage CRM users can create new entities and use them to serve various business processes. You must be aware that one can add the entity easily in the Sage CRM using the Advanced Customization wizard. Recently I developed the one for one of my clients. All went fine until my client requested to add… Read More »
Whenever we create quotes through standard screen, it calls the internal methods to generated Quote reference id based on reference format and updates the new quote record with the same. When we create quote using CreateRecord method in COMP API we don’t get this value automatically set. Below is the function you can use in… Read More »
Nowadays various business softwares are relying largely on ActiveX components for using third party tools. After all, it is one reliable of the many ways available for using software components in programming language independent way as an integral part of Component Object Model. Document Drop is one of the functionality in Sage CRM which uses… Read More »
In today’s software world reducing number of clicks is an essential task. In CRM we can have communications against all the entities. How helpful it would be; if I can provide link to parent entity on communication screen itself? This way I can go from communication find screen and then also visit the relevant entity… Read More »
Some days ago I came across this question on one of the CRM forums. The requirement was like when I select company and go to People tab, if no primary person has been set for that company then display the message “Primary person has not been set”. I remember I did something similar to this… Read More »
“How is your day going, mate” my colleague poked his head in my cubicle and asked me. It was a perfect day outside, bright and sunny. In India the sunny climate is not as well received it is sunny most of the year. However it was a Friday afternoon and I was getting ready for… Read More »
Source Sage Summit 2011 Diary…8 Questions with Greytrix We have asked Sage Summit exhibitors to provide their answers to a set of 8 questions in order to help us all learn a bit more about them.The goal of these questions is to help Summit attendees to identify exhibitors that they might want to visit prior… Read More »
