Data security and data maintenance is very much important in today’s world. Many organizations follow the concept of territorial structure while some still stick to basics and make the data of user from one territory available for viewing purpose for user in another territory. This user might not have permissions to modify the data, but… Read More: Enhanced Data Security – Restriction on Custom entity screen buttons »
Geographical area or type of customers assigned to a sales unit such as salesperson, sales manager, franchisee, distributor, or agent etc. are the main components of dividing sales process of an industry based on territories. Not only the sales process, but several other business logics also implement territorial structures these days in order to enhance… Read More: Territory Migration »
When we go for creating a new report in CRM, we can see the below screen to enter the report details. Here we need to specify the styling that we are going to use for this particular report. By default there are two styles provided over here as mentioned below.1. Standard with Grids2. Standard without… Read More: Standard Sage CRM reports with custom styling »
In todays business world Sales Management Process plays a vital role. Sage CRM is one of the players in market who has made available a well organized way to deal with a Sales process using Leads and opportunities in CRM. It has also provided efficient way to integrate CRM and ACCPAC ERP to maintain the… Read More: Cross Territory Sales In Sage CRM »
Your favorite ACT! Link in a New AVATAR Visit us a Sage Insights 2010 Booth # 526 to know more about Greytrix Migration andIntegration Solutions GUMU™ for ACT! by Sage – Sage MAS 90/200 Integration is a real time integration between your ACT! and Sage MAS 90/200. It also includes a utility so you can… Read More: ACT Link for Sage MAS 90 ERP by Greytrix »
Screen level customization is one of the very important integral parts of the large scale customizations we undertake for any organization. Sometimes we even need to change the behavior of standard buttons in Sage CRM. Now how do we go about this thing? I have discussed on this blog site before regarding how to change… Read More: Override standard events on buttons and links »
As the world is growing fast and the life is running rapidly, we the human beings need to be always on the wheels to run even faster. Same phenomenon also applies in several businesses nowadays where we want every single thing to be automated in order to avoid the human interference and hence the chance… Read More: Web form to Sage CRM integration »
Dedupe process is the matching logic which is one of the very essential components of CRM system nowadays. This is required in order to avoid duplicate data entries in the system. Standard Sage CRM install has also incorporated this feature for entities like Company and Person which hold prime importance in CRM. How to configure… Read More: Change the standard dedupe behavior »
In my previous post I have discussed the methodology for data archival process in CRM. The part of the process also includes connecting an External Database. Suppose we are archiving communication table. That means we need a table similar to that of communication table to archive data in the similar fashion as that of the… Read More: External database connectivity »
This is in continuation with my previous post regarding data archival on this blog site. You can go through the below link to follow the same. http://sagecrmaddons.blogspot.com/2009/05/greytrix-sage-crm-archive.html The above post was more about the problem definition and it also summarizes the proposed solution for the same. Here we will discuss how the actual flow or… Read More: CRM data Archival process »
