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 »
For any sales person, it’s always convenient that there should be something which will let him know how much potential business he has in his bucket. Along with many more enhancements, Sage CRM 2014 R2 provides an Opportunity Funnel which has an interactive feature which lets the sales person know about possible opportunities for business.… Read More: Opportunity Funnel in Sage CRM 2014 R2 »
Once I came across a requirement where one of our client wanted to set different default Font type, Font size, Line spacing and Background in Sage CRM’s FCK editor automatically. Changing Font and Size is possible from front end but you need to change it manually every single time you write an Email and also… Read More: Managing FCK Editor’s behavior with SageCRM Style sheet »
A user often comes across business requirements where they need to create same type of orders multiple times. To avoid creating same type of orders repeatedly, users can make use of Clone Order/Quote functionality which is a standard Sage CRM functionality. To clone Quotes/Orders, users can follow below steps: New Stuff: GUMU for Sage CRM –… Read More: Clone Quotes and Orders in Sage CRM »
Our GUMU for Sage CRM – Sage ERP X3 integrates Sage ERP X3 system with Sage CRM on a real time, bi-directional basis. In our last post, we have gone through how to configure our GUMU from Sage ERP X3 side. In this blog post, we will go through ‘Link customer’ functionality present in GUMU.… Read More: Link Customer functionality in GUMU for Sage CRM – Sage… »
In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage… Read More: View Sage CRM Reports in PDF format from any Sage… »
GUMU for Sage CRM – Sage 100 integration works bi-directionally on real time basis. In the latest version of our integration, we have released new GUMU Sage 100 module which is used for real time changes from Sage 100 to Sage CRM. In this blog post, we will go through the installation and configuration steps… Read More: Steps to install GUMU Sage 100 Module »
