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: GUMU Tips – Automation server can’t create object »
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: GUMU Tips – Unable to access SageCRMPlugin.SageCRM Object »
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: Sage CRM File Upload Limitation setting »
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: Introduction of New Theme in Sage CRM v7.3 »
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: Control Access to Merge to Word button in Sage CRM… »
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: Quote Summary Screen Enhancements in Sage CRM 7.3 »
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: Import Bulk options into Selection Field in Sage CRM »
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: Control Selection Lookup in Sage CRM »
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: Lead De-duplication nice to have feature in Sage CRM 7.3 »
Crystal Reports is a business intelligence application which you can use to create and maintain reports. As you know Crystal reports can also be integrated with Visual studio so that they can be directly access through websites. We implement the same approach for reporting through Sage CRM for our customers. New Stuff: Lead to Company/Person… Read More: Problem displaying Images in Crystal Reports »
