Sage CRM is quite flexible to help you manage your customers and business in a better way. We have seen a lot of posts on how the user interface is flexible in helping you manage your business. One such requirement has always been Short Cut keys. In one of our previous posts we had put… Read More »
While installing older versions of CRM i.e. v7.1 Sp1 or below the installation process in background checks the SQL Server collation defined at database server and accordingly it maps the same collation to CRM database. If the collation at SQL level is not defined correctly same reflects to CRM database as well. Because of this… Read More »
Sage CRM can be easily configured to restrict users for certain areas, screens, tabs etc. In one of the forums we have been asked if Dashboard tab can be restricted for certain users. In the past, we have read how to restrict Sage CRM user access to GUMU Dashboard with GUMU Security matrix. Our Other… Read More »
This is in continuation to our series of GUMU Tips, in our last post we saw about how to setup GUMU Sage 100 Tips – Configuring Sage 100 Company code in which we had discussed some common issues and their solutions which users may come across while configuring Sage 100 Company code. Going further, in… Read More »
CRM systems must have capability to remind you about the pending tasks at every stage. We know we can create tasks automatically through “Create Task” action of workflow. However it’s not like we will follow up on the same day. So we have to set the specific Due Date in future for automated tasks. For… Read More »
Sage CRM incorporates vast bunch of features that are appealing in many aspects. One of the fascinating features is the Pipeline view that provides a quick view of the current status of Opportunities, Cases, Leads, etc. based on the respective stages in CRM. This view is available under MY CRM, Team CRM tabs. GUMU Integration:… Read More »
GUMU for Sage CRM – Sage 100 integration link is real-time bi-directional link. We keep on adding lot of features similar to Sage 100 functionality to make it a more seamless experience such as loading item pricing on real time basis while creating orders/invoices in Sage CRM, fetching recent information of Sage 100 customer from… Read More »
Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution… Read More »
Cloud based applications are becoming very popular nowadays as you don’t have to incur the costs in hosting server or hiring one from third party. Office 365 is one of such popular application. You can see your mails, tasks, appointments on outlook web app wherever you go. GUMU™ Sage 100 – Sage CRM Integration: Mobile… Read More »
Using inbuilt Reports module, it becomes easier for SageCRM administrator to build the reports in List, chart or Cross Tab formats. However when it comes to viewing summary data in historical format, it was not possible through standard report types available. There is one more report type available for this purpose named “Historical” which helps… Read More »
