Sage CRM is very much flexible to manage different type of situations as per business needs. It has been designed in such a way that we can do complicated configurations very easily. In this blog I will explain you how to restrict/filter users list on reassignment functionality based on certain condition. The New Stuff: Sage… Read More: Re-assignment within same team/territory »
In earlier versions (Sage CRM v6.2 integrated with Sage Accpac v5.5 and v5.6), there was Order / Quotes tab which had an ability to create orders from an Opportunity. However in the newer versions (Sage CRM v7.0 with Sage Accpac v6.0), Quotes and Orders are created through the Quotes and Orders tabs (SWT screens) which… Read More: Customize Sage CRM Order Screens to Promote Orders into Sage… »
In GUMU™ for Sage CRM Sage 100, we have provided a functionality where users can search for items, available quantity etc. on a real time basis while adding the line item. We have already discussed this part in one of the previous blog post. However, in Sage 100 Item search lookup window (shown below), if… Read More: GUMU Sage 100 Tips – Items are not getting hyperlinked… »
Being a SageCRM technical/functional support engineers we face range of issues related to SageCRM customizations, configurations, coding, upgrades etc. New Stuff: GUMU™ Sage 100 Tips – Creating additional contacts from Sage CRM to Sage 100 We have seen whenever there is a challenge, many of us start googling for a solution or start browsing SageCRM… Read More: Sage CRM guides are like Bible of knowledge for us! »
This is in continuation to our series of GUMU™ Sage 100 Tips. In our last post, we had gone through GUMU Sage 100 tips – Creating additional contacts from Sage CRM to Sage 100 in which we discussed how we can create an additional contact from Sage CRM to Sage 100 for a customer using… Read More: GUMU Sage 100 Tips – Creating additional address from Sage… »
This is in continuation to our series of GUMU™ Tips. In our last post, we had gone through GUMU™ Sage 100 tips – for import of Products / Customers in which we discussed some troubleshooting points while importing customers / products. In GUMU™ for Sage CRM – Sage 100, we can sync all the customers… Read More: GUMU Sage 100 Tips – Creating additional contacts from Sage… »
Sage 300 ERP tracks the pending payments in a nice and detailed manner. However when it comes to follow ups, ERP and accounting guys will do it but what would be an more efficient way of doing this? We have customized Sage CRM communications module to track these pending payment follow ups in CRM. The… Read More: Sage 300 ERP Pending Payment Follow-ups through SageCRM »
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: Upgrading SageCRM with Inbound email customizations? Read this first. »
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: Merging Process of Greytrix Bulk Merge Utility »
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: Adding drill-down links to Fusion Charts »
