Sage CRM 7.3 – Introduction of New Opportunity Workflow

With the latest release of Sage CRM 7.3, Sage has introduced a new and quicker way of creating Opportunities in Sage CRM through Quick Sale Workflow. The Quick Sale workflow has limited and fewer stages than the standard workflow. This new workflow would be beneficial in an organization where product selling lifecycle need not to… Read More: Sage CRM 7.3 – Introduction of New Opportunity Workflow »

Greytrix at Sage South Africa Insights 2015 – Never Out of Mind

Sage Insights – South Africa begins in the next two weeks starting 5th February and we are excited to be exhibiting there once again this year. Greytrix – known for its award winning GUMUTM Integration framework would be showcasing its flagship products, GUMU for eCommerce (Magento) and GUMU Sage ERPX3 integration with Sage CRM which… Read More: Greytrix at Sage South Africa Insights 2015 – Never Out… »

Merge to PDF through workflow in Sage CRM 7.3

As you can see, we are exploring features newly launched in Sage CRM 7.3 extensively on our blogs these days.  Today I will share one such most waited feature that I personally liked a lot. Now we have an option to create PDF merge document similar to word merge in earlier versions. New stuff: GUMU Sage… Read More: Merge to PDF through workflow in Sage CRM 7.3 »

GUMU™ Sage CRM version 7.3 integration with Sage 100 ERP now available

As it’s said with Greytrix GUMU integrations you can always plan upgrades as per your wish and are not restricted to upgrade ERP and CRM versions at the same time. You can upgrade just ERP or CRM version as per choice. We have just read about the new wonderful Sage CRM version 7.3 features adding… Read More: GUMU™ Sage CRM version 7.3 integration with Sage 100 ERP… »

Launch Sage CRM from your Sage 100 ERP workstation

Many a time, clients come with a requirement where they want to launch Sage CRM from their Sage 100 ERP workstation. It can be done by adding a custom button to your Sage 100 ERP application’s toolbar of your workstation. Using this button, Users can launch Sage CRM from within the Sage 100 ERP environment.… Read More: Launch Sage CRM from your Sage 100 ERP workstation »

Error Opening PDF files in Internet Explorer 9

This will be a shortest blog topic ever we had posted on our blog site 🙂 Well, while working on one of the implementation our team has encountered a weird issue which is related to version of a browser & PDF reader. New Stuff: Pipeline failure with regional currency configurations While checking the email functionality of… Read More: Error Opening PDF files in Internet Explorer 9 »

Introduction of New Chart Styles in Sage CRM v7.3

Sage CRM’s reporting feature has always been proved helpful to view the summary data. Report’s data extracted in rich graphic and interactive graphs has improved the look and feel as well as gives better clarity. Sage CRM 7.3 has come up with some new chart styles which can prove helpful for Sales as well as… Read More: Introduction of New Chart Styles in Sage CRM v7.3 »

Pipeline failure with regional currency configurations

With the availability of the demo data option at the time of installation it becomes easier to prepare demo systems on the fly. We can just install the demo data and showcase full-fledged functionality of Sage CRM in no time. New Stuff: Some facts about Metadata Refresh Once my presale guy was preparing demo system… Read More: Pipeline failure with regional currency configurations »

Notify User by highlighting the field that is currently in focus in Sage CRM v7.2

In our previous blog posts, we had explained Sage CRM Client side API features that are available for Sage CRM v7.2. In this blog post, we will explain highlighting the field that is currently in focus on Sage CRM v7.2. New Stuff: Some facts about Metadata Refresh Let’s consider that you wish to highlight the… Read More: Notify User by highlighting the field that is currently in… »