In our last blog we have gone through how to import the customization for real time changes from Sage 500 to Sage CRM. But in some cases importing the customization do not import all the scripts which are required for real time changes from Sage 500 to Sage CRM. Or in case, if this part… Read More »
As we all know that our GUMU™ integration for Sage CRM to Sage 500 is a real time bi-directional link where any changes made to Sage CRM is updated to sage 500 on a real time basis. Once we install GUMU™ and configure it with Sage 500 company code, real time changes from Sage CRM… Read More »
Sage CRM keeps a track of each and every record that is being edited by a user. Due to this behavior, Sage CRM shows the below warning message when editing a custom entity record designed using ASP pages. Sage CRM gives above message when one or more users are editing the same record. Its effect… Read More »
Recently working on DotNet API of Sage CRM, we came across a requirement wherein we wanted to display the fields of Sage 100 in Sage CRM screen on a real time basis. The challenge here we found was that these fields were not present in the CRM database and we didn’t want to add additional… Read More »
Sage CRM allows us to customize entry of data in a secured manner. Data security can be provided at various levels for an entity. In this blog, we will explain how security can be applied to control entry of appointments in Sage CRM. New Stuff: What if user is locked out in Sage CRM? Entry… Read More »
Sage CRM is having strong security on User Management. If Sage CRM user enters their password or User name incorrectly multiple times; the user gets locked out and below message is shown to the user. New Stuff: Customer Dashboard with LinkedIn search Now the question here is how to unlock user. There are 2 ways… Read More »
It’s really painful when things start failing suddenly and you have to do whole lot of debugging to get them back in place. My purpose of writing tips on this blog site has always been to help you people identify and resolve the issues faster. Today I will discuss an issue I faced in Sage… Read More »
Enterprises that are yet to adapt CRM for their front office operations, maintained critical information of leads, prospects, customers and employees in complex excel sheets. There was a need for an advanced application to leverage enterprise data for real-time customer insights and quick decision making. Sage CRM simplified front office operations from analyzing customer interactions,… Read More »
LinkedIn is one of the most popular social networking sites for professionals, having over 100 million members from over 200 countries. LinkedIn is not only helpful for social networking, but also for searching new customers, suppliers, and vendors for your business. In today’s world it has become immensely important to track customer behavior and LinkedIn… Read More »
Workflow is one of the powerful features of SageCRM. We can define workflow Rules for systematically updating data for the entities through workflow. Every rule must be associated with set of actions. Sage CRM Workflow has several workflow actions that can be configured for any workflow rule as shown in below diagram. New Stuff: Implementing… Read More »
