Recently on the community forums, we came across a question where the user wanted to eliminate Type checkboxes which are available on Company Entry screen in the Person block. Read on to see how it can be done. New Stuff: Default Escalations in CRM 7.3 Steps to Remove Type field are as follows. 1) Log into… Read More: Eliminate Type field in Company Entry Screen of Sage CRM »
Sage ERP X3 Sales Conference #SageGC (formerly Sage ERP X3 Global Convention) is a marquee event for Sage ERP X3 users and partners from across the world and is being hosted this year at the picturesque venue of Istanbul, Turkey. The event, which sees a large gathering of Sage Business Partners, Customers and Prospects under one… Read More: Sign up for Sage ERP X3 Sales Conference May 2015… »
Hi Folks!!! We have been writing blogs explaining issues being faced while exporting reports data in Excel from the time Tomcat was introduced. Today I will discuss one more such issue I faced recently due to silly configuration mistake of report generator memory. New Stuff: An overview of Greytrix’s Sage CRM Migration Services. I had all… Read More: Error exporting reports to excel in CRM part 3 »
You know that, we provide migration service to migrate Act!, SalesForce.com, GoldMine , Maximizer and SalesLogix to Sage CRM. Along with this, we also provide service to migrate data into Sage CRM from other Custom DBs. New Stuff: Default Escalations in CRM 7.3 We also provide the various other services which are related to migration. Some of… Read More: An overview of Greytrix’s Sage CRM Migration Services. »
After a wonderful Sage Insights 2015 at South Africa the Greytrix team now visits the Sage CRM Bootcamp starting February 16, 2015 at Ireland. It’s a must attend place where internal Sage CRM staff and Sage Partners like us meet each other and their peers, and share knowledge, experiences and expertise on a global platform.… Read More: Greytrix at Sage CRM Bootcamp 2015 Ireland – Lets grow… »
When we do any business, Escalations are important. The word escalation means “To pass (a transaction or case) on to a higher level in an organizational hierarchy”. Escalations enable you to ensure on time response to customer for everything. Till the version 7.1 Sage CRM had provided some escalation actions to handle default assignments, communication reminders etc. New Stuff: Dot Net Admin and DLL Security Levels Sage CRM… Read More: Default Escalations in CRM 7.3 »
Today I will discuss one of the least discussed topic on Sage CRM communities. It has been a long time we are developing our customizations in .NET API. This API methodology is well into our blood now and over the time we have learned all Pro’s and Con’s of using it. New Stuff : Download… Read More: Dot Net Admin and DLL Security Levels »
Our GUMU for Sage CRM – Sage Pro is a real time integration link just like our other integration products GUMU Sage CRM – Sage 100, GUMU Sage CRM – MAS 500, etc. In this blog post, we will go through the steps to configure GUMU for real time changes from Sage Pro to Sage… Read More: GUMU for Sage CRM – Sage PRO integration – Sage… »
GUMU for Sage CRM – Sage 500 integration is a bi-directional, real time integration link. Using this integration link, Sales people can create Sales orders in Sage CRM with Sage 500 products and promote them to Sage 500 later. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available In this blog… Read More: Import Products in Sage CRM from Sage 500 ERP using… »
Hereby I am explaining troubleshooting steps of an issue occurred during the integration process. Despite my email Id was correct; still was facing the issue highlighted below: New Stuff: Sage CRM 7.3 – Introduction of New Opportunity Workflow You will find there is a new log file created to capture MailChimp related transactions in… Read More: Troubleshooting MailChimp integration issue with Sage CRM 7.3 »
