Set Default Value for Date Field through Script

In Sage CRM customizations, scripting has been proved essential for developers to justify trivial requirements with an ease. It provides the flexibility to set validations or values in field at screen level. Though this can be achieved through few configurations in CRM, but it does not allows you to limit the setting up to certain… Read More: Set Default Value for Date Field through Script »

Progress Bar on Sage CRM entity screens

Sage CRM can be customized to display animated spinner and progress bar. A loading animation is an important signal to the user that the application is still doing something and the user should wait for the action to complete. This is even more important when you are updating bulk data and the system is taking… Read More: Progress Bar on Sage CRM entity screens »

Webinar Invite – First Look Ecommerce Magento module for Sage ERP X3 on 21st October 2014 at 1 pm ET

An ecommerce website works both ways. It can attract new customers and increase sales, at the same time, giving rise to a new set of costs and operational challenges. If you wish to eliminate countless hours of manual data syncing, or data integrity issues, Ecommerce-ERP integration is the way ahead for you. Attend this webinar… Read More: Webinar Invite – First Look Ecommerce Magento module for Sage… »

GUMU™ Integration for Sage CRM – Sage 100 DOs and DON’Ts

GUMU™  Integration for Sage CRM – Sage 100  link is real time bi-directional link. GUMU™  integrate front office and back office data, by which Sage CRM user can access integrated ERP data in Sage CRM directly from ERP. Installing and using a GUMU is very easy which can be done by system administrator by following… Read More: GUMU™ Integration for Sage CRM – Sage 100 DOs and… »

Using Primary Key Column of an Entity to Search

Sage CRM Search screens allow Users to search data by any criteria or a combination of criteria on the Search screen. In this blog post, we will explain you how to add a Primary Key of a column of any entity to entity search screen. New Stuff: View Fusion Charts on Sage CRM Interactive Dashboards… Read More: Using Primary Key Column of an Entity to Search »

View Fusion Charts on Sage CRM Interactive Dashboards

In our earlier post, we had explained how to display Fusion charts using COM API and .NET API and add drill-down to the Fusion charts. In this blog post, we will be explaining how to add fusion charts to Sage CRM Interactive Dashboards. New Stuff:  Profile Pictures for users on Sage CRM Dot Com Consider… Read More: View Fusion Charts on Sage CRM Interactive Dashboards »

Profile Pictures for users on Sage CRM Dot Com

Off late I have been posting various blogs regarding Sage CRM 2014 R2 which has been released on DOT COM. Today I will discuss one more enhancements where users can upload their profile pic as they do in any other social networking website. New Stuff:  Using LinkedIn widgets on Sage CRM screens Here is how… Read More: Profile Pictures for users on Sage CRM Dot Com »

360° Customer View on Sage CRM Interactive Dashboards

Sage CRM customizations allow you to expand the application so as to include extra information to help you manage customers efficiently. Some of the customizations help you in managing Service Calls, Customer Service, Supporting Tickets and so on. New Stuff: Sage CRM builder – Future of Sage CRM Cloud In this blog post, we will see… Read More: 360° Customer View on Sage CRM Interactive Dashboards »

Favorite data on your fingertips – Sage CRM 2014 R2

Sage has introduced Sage CRM 2014 R2 on Cloud and my team is extremely happy to see so many user experience enhancements. Few days back we had posted an article on how beautifully the newly added feature “Sage CRM Builder” works. GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300 Related Post: Sage CRM builder… Read More: Favorite data on your fingertips – Sage CRM 2014 R2 »

Using LinkedIn widgets on Sage CRM screens

Social media enables us to build stronger relationships with customers. This allows us to gain more information about our customers and their business needs. Sage CRM 7.2 has various social media integration features. LinkedIn is one of the social media which is not completely integrated yet. Though some features are added. Below are some of… Read More: Using LinkedIn widgets on Sage CRM screens »