Nothing is permanent but change is! Same applies to business software’s too. They have to be upgraded over the time in order to take an advantage of new technological advancements. The New Stuff: Have a look at Greytrix bulk Merge utility to merge your duplicate Customer, contact details: http://www.greytrix.com/product.php?prodid=115 Many people find the process of… Read More »
On a regular basis, a User may insert a large number of records (Company / Person) in Sage CRM. Sometimes there is a possibility that those records might get duplicated in Sage CRM. Though Sage CRM has an option to merge company and person data, but that is a manual process and requires human intervention.… Read More »
Fusion Charts can be easily and extensively used to create drill-down charts. Using the drill down functionality provided by Fusion Charts, you can easily produce charts that have “drill down” or “zoom in (data)” capabilities. In my last blog I had explained how we can generate XML based fusion charts using COM API and .NET… Read More »
Few days back while checking Sage CRM Community forum, we came across a question – Why does Sage CRM show 2 solution entries in Sage CRM ‘Find’ screen instead of one? Coming Soon: GUMU for Sage CRM – Sage ERP X3 Integration ~ Real-time, Bi-directional This find menu options are displayed by using find Tab Group. To… Read More »
In SageCRM workflow is an efficient way of systematic progress on work and related tracking. Workflow can be applied to any of the entities such as Case, Lead, and Opportunity etc. But how to handle the security of this workflow in order to make sure that no unwanted user can misuse it and disturb the… Read More »
In the last post Customer Retention: The forgotten domain? Part – I, we saw how most companies goof-up on their customer service practices. Now let’s take a look at how companies can save millions of dollars just by taking proper care of their current customers. Do Customers really like to leave their current service providers? (Source… Read More »
SageCRM escalations module ensures timely completion of the tasks assigned to the user and if not completed on time escalates the same to proper authority. These escalations configured in CRM, but we can also control when these escalations will be triggered. Here is how. The New Stuff: Log Me In To Custom Page Escalations getting… Read More »
While working on the upgrade of GUMU for Sage CRM Sage 300 Order Entry Integration, we observed the below message on Quote and Order summary screens (in the blue bar) for one of the Orders. This Quote/Order is read only because of changes made in the OE Admin. Brief about our GUMU for Sage CRM-Sage 300 Order… Read More »
Less number of clicks, faster work! It’s a simple fundamental. Log Me In To is one of the configurations in SageCRM where user can decide which page should be displayed as soon as he logs into Sage CRM. This field has different options like Calendar, Splash Screen and Dashboard etc. available by standard. Now as… Read More »
This post is brought to you by Greytrix’s upcoming Self Service portal. Follow our twitter handle, @selfservicecrm to get more updates As organizations chase new ways of wooing new customers to improve their bottom lines, are we missing out on a surefire way of boosting profit margins: Customer Retention? Companies might be happily adopting the… Read More »
