Sage CRM is so easy to customize that some of the customizations can be configured without even scripting. In today’s post, we will explain one such configuration which allows the changing of Display format for Person SSA field. In Standard Sage CRM, Person SSA field is displayed in below format. i.e. First Name + Last… Read More »
In our previous blog post, we went through the common issues and their solutions which clients may face while updating records from Sage 100 to sage CRM using GUMU Integration. In this blog post, we will discuss another issue which a user may come across while updating records from Sage CRM to Sage 100 ERP.… Read More »
Our GUMU for Sage CRM – Sage 100 integration is a bi-directional integration link where any changes made to sage 100 reflect to Sage CRM on a real time basis and vice versa. In our previous blog post, we went through steps to install and configure GUMU module at Sage 100 server. In this blog… Read More »
We always thrive to make the systems BEST of all by adding out of the box new features. However better approach is to always control the usage of such features, as reverse impact also needs to be accounted for. You can see all such features defined in SageCRM provide parameter to control the usage. For… Read More »
Recently Sage has introduced a Beta copy Sage CRM v7.3 which comes with many new features. In this blog post, we will be explaining a new theme in this version. New Stuff: Quote Summary Screen Enhancements in Sage CRM 7.3 In Sage CRM v7.2, below Themes were available. 1) Sage 2) Classic 3) Neutral However in… Read More »
In our previous blog post, we discussed about the new features that have been introduced in Sage CRM v7.3. Here is the link. Quote Summary Screen Enhancements in Sage CRM 7.3 In this blog post, we will explain how Sage CRM administrator can add restrictions on any user for merging Quote template to word document. New… Read More »
In our recent blog posts, we have talked about the new features introduced in Beta version of Sage CRM 7.3. Today we will talk about the new features introduced on Quote Summary screen of Sage CRM v7.3. New stuff : Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration New buttons have been added to… Read More »
It is possible to add options to the selection field of Sage CRM by doing Field Level customization. But if one wants to add several options into the selection field, then it will become a cumbersome task to do. This task can be automated by doing little customizations in Sage CRM. In this blog post,… Read More »
You can control Sage CRM selection field lookup as per your convenience but it allows you to select only a single lookup at a time. But what if a user wants to control multiple lookup values? New Stuff: Lead De-duplication nice to have featured in Sage CRM 7.3 Let us elaborate with an example. Let’s… Read More »
Yes, you heard it right!!! Now, with the upcoming version Sage CRM 7.3v sage will be coming up with de-duplication feature at Lead level which was earlier restricted to Company and Person entities only. New Stuff: Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration In our recent experiences across the retail businesses we… Read More »
