Few days back Sage CRM on my system was not working and it was showing an error as below. Also Read: Login Error in Sage CRM As Sage CRM was not accessible, I thought to check IIS Manager (Internet Information Services Manager) and found that IIS on CRM server is stopped. I thought if I just… Read More »
We appreciate all your feedback/suggestions in making GUMU the most preferred solution for Sage 100 ERP users. In our new 5.2 version we have added a new feature where products are now updated on a real time basis in Sage CRM from Sage 100 as we are currently doing it for updating customer records. Now, whenever… Read More »
In our GUMU 5.2 version of our Sage 100 integration, we have introduced a new feature which enables GUMU user/salesperson to view Credit History of a particular Customer. When creating an order or a quote it is required for user to know the important information like credit limit, A/R Balance, Remaining amount, etc. of the… Read More »
In my previous blog I had explained how you can change the caption of the fields that load on the screens that are part of Web order entry screen. Below is the link. The New Stuff: Changing field captions on Web order entry screen Now I will explain how we can add another field from… Read More »
From Sage ACCPAC 6.0 onwards Sage has introduced new way of pushing the orders to SageCRM. The Quote and Order forms are now web based and designed with the help of Sage Web Toolkit (SWT) which runs based on the GWT technology. The question what remains is, how far these screens are customizable? Can we… Read More »
If you are new to Sage CRM and you need to know which Sage CRM versions and patches are installed on your machine, then you have come to right place. We will be explaining various ways through which one can easily do the same. Also Read: Login Error in Sage CRM Below are the various… Read More »
Sage CRM provides us Merge Company features for Company entity. When Merge Company is merged, Source Company gets deleted and all of its Cases, Communication, and Opportunities are moved into the destination company. New Stuff: Mail Merge and CRM Performance Since the merged company gets deleted, one cannot identify Companies which are merged in Sage CRM.… Read More »
Recently Sage has released Sage CRM v7.2- Sage 300 ERP integration module. We will be explaining how to configure the Sage CRM v7.2 integration to Sage 300 ERP in a very easy manner. The New Stuff: How to identify and backup correct Sage CRM Database You just need to make sure that Sage CRM integration component… Read More »
Sage CRM Sales Tracker is a new app for Windows 8 which provides easy access to customer contact information and recorded sales opportunities at any time, from any location. Equipping sales professionals with instant access to valuable customer information when on the road or at customer sites can increase productivity and effectiveness while delivering an… Read More »
Duplicate entries in customer masters are the pain for ever CRM system, but nowadays CRM systems are capable of handling that pain to some extent. On this blog I have already discussed how the dedupe behavior works on Sage CRM. Now I will explain how to configure the same in ACT CRM Related Post: Change… Read More »
