Sage CRM user can attach and view documents from documents tab as shown below. Documents tab is available in for Company, Person, Cases, Opportunities and Communications entities. In terms of Self-services, Self-service site is designed to have Customer cases. Recently one of our customers came up with a requirement to allow Self-service user to view… Read More »
I know this is Sage 300 ERP blog. But one of our Sage partners came up with this challenging request in GP and it was a very exciting experience for our Custom Development team to work on something new and exciting. They have been working on sharing salesforce tips recently. Anyways, in this, our client wanted… Read More »
Planning to move your GUMU integrated Sage 100 server or CRM server to new and advanced one. Some simple steps to be followed to re-configure/Move your GUMU integration in the new server. In this post we will be discussing this steps which need to be followed while moving GUMU integration to new Server. Note: Below… Read More »
Our GUMU integration integrates various Sage ERP’s with Sage CRM, one of them is Sage Pro. Once user has configured the integration user may come across with few issues which may be due to following reason. 1. Missing some pre-requites during the installation 2. System related issues 3. Data related issues In this blog we… Read More »
Our GUMU™ utility helps in migrating data from a number of Source CRM (i.e. ACT!, GoldMine, SLX etc) to Sage CRM as a target databases at our migration lab. Today, we will walk through the migration services for “SalesLogix to Sage CRM”. We consider “SLX to Sage CRM” as a custom migration and it is… Read More »
Our GUMU has a very user friendly interface and a wide range of features which we keep on adding time to time. One of the most important features of our GUMU integration is real time changes from Sage 100 (MAS 90/200) to Sage CRM, i.e. changes gets mirrored to CRM on the click of Accept… Read More »
Using GUMU for Sage CRM –Sage 100 integration, we can Promote orders on real time basis from Sage CRM to Sage 100. These orders can contain any type of ITEM (Inventory, Charge, miscellaneous, Comment and Free text or special items). For creating an order with special item, you can make use of NEW FREE TEXT ITEM… Read More »
Sage CRM interactive dashboard is a workspace which can be highly configured to control the information which we work on. We can add several types of gadgets like List, Menu item, Chart, RSS Feed, etc. on the interactive dashboard. While working with any ticket/case we need to go to summary page of that record for… Read More »
We all know that whenever our Sales/Marketing personnel are on the go, it’s not always possible to stay connected to internet all the time. Also we cannot afford them using anything except SageCRM to gather details. Sage CRM offline client provides greater flexibility to Sales/Marketing people to be on site and gather all the information… Read More »
For any application one of the most significant features that should be incorporated is to track the error generated at the run time. Trapping the error is highly important as it not only signals at the affected area but also saves time in resolving the issue. New Stuff: XML based Fusion charts in COM API Sage… Read More »
