Hi readers! The screen which appears in CRM for the available entities contains fields which are placed with proper alignment (i.e. Row width, Column width). When we approach to our clients for the requirement gathering most of the time client asks to change the look and feel of the screens. New Stuff: Change default appearance… Read More: Increase number of width columns for Screen block »
Sage CRM is very much capable to implement various business solutions with a simple tricks. We have already posted several blogs regarding style sheet in CRM where we can achieve different business needs with simple configurations. In this blog I will explain how to change default appearance of Notification area in Sage CRM 7.2 New… Read More: Change default appearance of Notification Area in Sage CRM 7.2 »
Sage CRM has always been proved very much flexible to incorporate various business needs with an ease. We have seen a lot of posts where we can achieve different requirements with simple configurations. This blog explains one such trick for CRM’s Recent list, which is helpful for CRM users to find their favorites easily accessible.… Read More: Manage the size of the Recent List »
In our previous blog post, we discussed about steps for configuring GUMU for Sage CRM – Sage X3 integration from Sage CRM side. In this blog post, we will discuss about various synchronization processes which need to be run after GUMU integration is configured. Sage CRM system admin has to run below processes in order… Read More: Bring Sage ERP X3 data to Sage CRM using GUMU »
We talk a lot about implementer’s and testers even sometimes about developers who work on CRM. There have never been much of tips or tricks discussed for Consultants. This made me write something for Presales consultants today! I kept this topic for an open discussion among various CRM experts to gather as much opinions as… Read More: Preparing your first level CRM Demo? Have a Look! »
Using our GUMU for Sage CRM – Sage 100 ERP integration, users can have a 360 degree view of customer data within both the systems. In our previous blog post, we have already discussed how to import customer data from Sage 100 ERP to Sage CRM. Moving forward in this post, we will discuss the… Read More: Promote Customers from Sage CRM to Sage 100 ERP »
In our new integration product (Sage ERP X3-Sage CRM), we have provided users with a feature where users can promote Orders, Customers and Quotes from Sage CRM to Sage ERP X3. In our previous blog posts, we discussed steps to promote a customer from Sage CRM to Sage ERP X3 and linking existing Sage ERP… Read More: Create Quotes in Sage ERP X3 from Sage CRM »
In our previous blog topic we have explained new features about Sage CRM 2014 R2 version. Likewise, this time also we are taking up a feature called pipeline for Case Entity which gives a graphical representation of the data to a user Related Post: Opportunity Funnel in Sage CRM 2014 R2 In the new version,… Read More: Case entity pipeline Sage CRM 2014 R2 »
For every Business environment, managing/securing data and Disaster management responsibilities goes hand in hand. Backing up data has always been the only recommended solution for recovering data which also proves very profitable. The only risk which is involved is doing this task manually as someone may forget. Scheduling Backup activities is something which has been… Read More: Scheduling Backup activity through Sage CRM 2014 R2 »
For Sage CRM customizations, Client Side API has always been proved stress- free and effortless to work with client side customizations. It has reduced complexity as compared to JavaScript, to much better extent by introducing built in functions. Today I would share one such amazing trick related to screen customization which highlights key info as… Read More: Selecting multiple fields using Client Side API »
