As we all know that we can access Sage CRM through mobile using an external URL. However, in Sage CRM desktop application you can distinguish two types of communication (Appointment and Task) using New Task or New Appointment buttons. But in the mobile application, there is only one button to create i.e. via New Communication.… Read More »
GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage EM and vice versa. Using GUMU™, a user can promote Sage CRM Company, promote sales order from Sage CRM to Sage X3. In addition to this, all the information for Sage X3… Read More »
Sage CRM provides an ability to store customer information within Sage CRM. Users can create Reports, Dashboards using stored information. The user can search stored information using Find/Search screens available in Sage CRM. However, there other ways to search information within Sage CRM other than Find/search screens. New stuff: Basic modifications to Sage CRM Layouts… Read More »
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More »
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More »
SSA field in Sage CRM is an important and one of the extensively used feature to link one entity with another entity. While linking one of the records we have observed that SSA field was showing “Too Many Records” message at the bottom of SSA field. New Stuff : Unable to save MailChimp Configuration in… Read More »
In Sage CRM, Recent list is used to quickly review previously visited records. In earlier blogs, we have explained Manage the size of the Recent List and Delete Recent List item in CRM. In this blog, we will explain how to alter other field into Recent List for custom entity. New Stuff: Troubleshooting issues with… Read More »
In Sage CRM v7.3 SP3 onwards, Quick Template option has been introduced in Sage CRM. This option is available into Document Templates section. In this blog, we will be explaining how one can modify template which gets printed on clicking on Print Quote button. New Stuff: Set properties of Multiline Text field in Sage CRM In… Read More »
In earlier blogs, we have explained to you many Screen Level and Field Level enhancements. But few days, one of the Sage CRM users from Sage Community reached us to understand how to add new fields at User Level in Sage CRM. So thought to make a note of the steps into this blog. New… Read More »
In Sage CRM while creating a record against a Company you must have noticed both Active and Inactive Company records are displayed in the SSA drop-down list. As displayed in below screenshot.In our blog we will provide a quick tip how you can exclude Inactive records from an SSA drop-down list by adding a short… Read More »
