Sage CRM has reporting feature which allows one to represent data in rich graphic and interactive graphs. Reports data can be exported into PDF and Excel formats. These reports can be further customized as per business requirements. In our previous blog, we had explained how images can be embedded into Sage CRM reports. https://www.greytrix.com/blogs/sagecrm/2013/10/07/showing-images-in-sage-crm-reports/ New… Read More »
GUMU™ for Sage CRM – Sage 100 ERP is real time-bi-directional link. One of the major features of GUMU integration is, Sage CRM user can create sales order using Sage 100 Real time pricing information. User can even create Sales Order using the sage 100 pricing for Non-Promoted customer. New Stuff: Configuring GUMU for Sage… Read More »
Our GUMU for Sage CRM – QuickBooks is a third party add-on where it integrates QuickBooks and sage CRM. It is a batch utility where it imports all the data to and from Sage CRM and QuickBooks. In this blog we will go through the steps to configure GUMU integration. New Stuff: Real Time Tabs… Read More »
Earlier Sage CRM versions were based on the Frames. However these frames are removed in Sage CRM v7.2. ASP Page Customizations and Client side customizations are the areas that are affected in Sage CRM v7.2. New Stuff: Codeless Customization: Add Custom Entities New Screen when accessed through iPhone We have observed similarly affected area when… Read More »
As we have mentioned in our previous blog, we are integrating Sage CRM and Sage ERP X3 with key features such as importing customers from Sage ERP X3, Promoting orders and customer from Sage CRM to Sage ERP X3 orders, Synchronous Dropdown, displaying Sage ERP X3 data on real time basis, etc. New Stuff: One… Read More »
Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus. Let’s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find… Read More »
In our last post, we discussed about the real time processes in GUMU for Sage CRM – Sage 100 integration. In this blog, we will go through the one time processes which can be run first time after GUMU installation. Below are the list of processes. – Import Customer – Import Products – Synch Drop… Read More »
GUMU™ for Sage CRM – Sage 100 integration link is real time bi-directional link. In GUMU™, there are some processes which are real time processes that mean whatever changes users are doing in Sage 100, it will immediately get updated in Sage CRM and vice versa. Today in this blog, we will go through list… Read More »
We helps in migrating data from a number of Source CRM (i.e. Act!, GoldMine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration lab. Today, we will walk through the migration services for “Salesforce.com to Sage CRM”. New Stuff: Migration of Act! Groups in Sage CRM We consider “Salesforce.com… Read More »
We helps in migrating data from a number of Source CRM system (i.e. Act!, Goldmine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration lab. Today, we will walk through the migration services for “Maximizer to Sage CRM”. New Stuff: Migration of Act! Groups in Sage CRM We consider… Read More »
