GUMU™ for Sage CRM – Sage 100 integration is a real time, bi-directional link. In our last post, we went through the GUMU Integration pre-requisites. Recently, we have added a feature where Sage CRM system administrator can map a Sage 100 user with a Sage CRM user. Today in this blog post, we will go… Read More: Sage 100 user mapping with Sage CRM User »
GUMU™ for Sage CRM – Sage 100 ERP is a real time, bi-directional link. For syncing data between Sage CRM and Sage 100 application, we need dedicated Sage CRM and Sage 100 users for configuring it within integration. Today, we will go through the user settings required for these users. New Stuff: Steps to Import… Read More: Sage CRM and Sage 100 user configurations for GUMU integration »
In this blog post, we will go through the pre-requisite steps which need to be performed in IIS for GUMU™ integration. (Below IIS setting is for IIS version 7 and above.) This setting is necessary for ASP pages and other DLL files to work. New Stuff: GUMU integration loads all type of pricing on real… Read More: GUMU™ Pre-requisite Setting for IIS »
Recently we came across a requirement from one of our customer who has migrated from SalesForce to Sage CRM and they were looking for functionality like SalesForce in Sage CRM too; where they wish to print any Sage CRM screen in PDF format on a single click. Here I am going to show you a… Read More: Printing current Sage CRM Screens to PDF »
Sage CRM is a flexible system with strong controls to manage your business efficiently. Let’s see today about one of its Emailing feature. In Sage CRM, users can easily search for Companies or People and send emails using New Email button available on Find or Groups screens. New Stuff: Additional Information in Entity Top Content… Read More: Control Access to Group Emailing in Sage CRM »
Entity Top Content screens in Sage CRM are used to give quick overview of an entity without actually having to scroll down all the way on Summary screens. These Top Content screens can be further customized to add eye-catching information in the Top Content screen using client side SDK introduced in Sage CRM v7.2. New… Read More: Additional Information in Entity Top Content Screens – Sage CRM… »
Sage has introduced a Client Side API in Sage CRM v7.2. In this blog post, we will explain a feature which is used to add a Print button on screen. This button is used to print the entity information. New Stuff: Apply Desktop Theme for Sage CRM Tablet Version Let’s consider that you want to… Read More: Add Print Button to Print Entity information in Sage CRM… »
Interactive dashboards add up to overall look and feel through which data is rendered to management users. Dashboards help review team’s performance over the time. However some users may want specific dashboards like Leads that are assigned to them only. Yes this is similar to Leads pipeline however I may want to keep tab on… Read More: User specific data on Interactive dashboards »
Sage CRM can be accessed through Mobile Devices like iPhone, iPad and Tablets. User Interface of Sage CRM varies based on the settings applied. The look and feel of Sage CRM on-premise edition is as shown below. New Stuff: Changing Link text of URL fields When Sage CRM is accessed through Tablets, the user interface… Read More: Apply Desktop Theme for Sage CRM Tablet Version »
Greytrix is a pioneer in providing Migration services at its Sage Migration Center and catering to the end-user business requirements. We at Greytrix are focused to help the end – user in successful implementation of a new Sage CRM system through our various successful migration and integration solutions. In this blog, we shall explore upon… Read More: Migration of Act! Groups in Sage CRM »
