Sage CRM allows to create different types of fields as per the requirement e.g. Text, Date, Search Select Advance, Selection etc. But sometimes to capture complex requirements we need to twist the appearance of fields on screen. New Stuff: Where to search for Sage CRM Configuration components One such field type is “WWW URL”. If… Read More: Changing Link text of URL fields »
Few days back there was an very interest question asked on Sage CRM community. I took over a client and they already has Sage CRM installed but has never setup it up or used it. How can I find out database name, etc. that was used when installing Sage CRM? New Stuff: Email Order from Web… Read More: Where to search for Sage CRM Configuration components »
Sage CRM version 7.0 onwards when integrated with Sage ERP gives you the web interface for creating Orders and Quotations in ERP. Earlier workstation dependent OCX screens used to open which used to take lot of time for downloading and opening. So Web interface does help a lot performance wise. However as the module is… Read More: Email Order from Web Order Entry screen »
GUMU™ for Sage CRM – Sage 100 ERP is real time-bi-directional link. GUMU™ provides Sage CRM user with the ability to view information on real time basis such as Customer credit info, sales history, AR Inquiry and sales order inquiry. One of the major features of GUMU™ for Sage CRM – Sage 100 is that… Read More: GUMU™ integration loads all type of pricing on real time… »
GUMU for Sage CRM – Sage 100 (MAS90/200) ERP Integration is a real time bi-directional integration between Sage CRM and Sage 100 ERP. With GUMU user can access Sage 100 ERP data on the go from within Sage CRM’s web browser functionality on Mobile/Tablets and multiple browsers using GUMU. We have posted video Tutorials on… Read More: GUMU for Sage CRM – Sage 100 ERP integration video… »
This is in continuation to our last GUMU Sage CRM – Sage ERP X3 post. Like our other Integration solutions our GUMU Sage CRM Integration with Sage ERP X3 is a real time bi – directional integration. In this blog, we will go through one of its feature. Import customer is a one-time process where… Read More: Steps to Import Sage ERP X3 Customers in Sage CRM »
Document merging is an important functionality of Sage CRM when it comes to sending newsletters, welcome letters etc. User can do the document merging using workflows. New Stuff: Control users to create Appointments in Sage CRM Consider an example where user generates document using Generate Letters workflow rule added on the Case workflow as shown below.… Read More: Workflow Tip to set Document Type and Category »
In our last blog we have gone through how to import the customization for real time changes from Sage 500 to Sage CRM. But in some cases importing the customization do not import all the scripts which are required for real time changes from Sage 500 to Sage CRM. Or in case, if this part… Read More: Adding Scripts Manually for Sage 500-Sage CRM real time changes »
As we all know that our GUMU™ integration for Sage CRM to Sage 500 is a real time bi-directional link where any changes made to Sage CRM is updated to sage 500 on a real time basis. Once we install GUMU™ and configure it with Sage 500 company code, real time changes from Sage CRM… Read More: Importing Customization for Real time changes from Sage 500 to… »
Sage CRM keeps a track of each and every record that is being edited by a user. Due to this behavior, Sage CRM shows the below warning message when editing a custom entity record designed using ASP pages. Sage CRM gives above message when one or more users are editing the same record. Its effect… Read More: Allow Multiple Users to Edit Same Record »
