Outlook Integration – Uninstalling integration setup from Outlook

This post is in continuation of my previous blogs written on outlook integration and its features. As you know, outlook integration is a client dependent application and sometimes you face very strange errors while using it. Related Post: Installing Outlook integration with SageCRM 7.2 Nowadays, everyone is upgrading to latest technologies of OS and related… Read More: Outlook Integration – Uninstalling integration setup from Outlook »

Setting Default Date Time while progressing through Sage CRM Workflow

Sage CRM can be customized for reducing the data entry task by setting default values in some fields while entering data. There is an option of automating the task of feeding in same data in several records by Setting default values in Sage CRM. GUMU Sage 100 : Creating Order with existing Opportunity in GUMU… Read More: Setting Default Date Time while progressing through Sage CRM Workflow »

Interactive Dashboard error in SageCRM 7.2

We have posted several blogs regarding configuration, Java version issues which prevent Interactive Dashboards from working. Please read Also Read section below for reference. The New Stuff: XML based Fusion Charts using .NET API As you know, earlier versions of Interactive dashboard used to work with the Java 6 update 21. I had this installed… Read More: Interactive Dashboard error in SageCRM 7.2 »

Codeless Customizations to Create Entry screens

In continuation to previous post where I had explained codeless customizations for list page, in this blog I will be explaining codeless customizations to create new and summary screens for an entity (Parts).  Related Post:Codeless customizations to add List Blocks  Now as we have list page created, so in order to add a record we… Read More: Codeless Customizations to Create Entry screens »

GUMU™ for Sage CRM – Sage 50 (US Edition) integration – GUMU Scheduler

Greytrix have various GUMU integration products where we have integrated many Sage ERP’s with Sage CRM. Today we will discuss about GUMU™ Scheduler available for Sage CRM – Sage 50 (US Edition) integration. GUMU for Sage CRM – Sage 50(US) integration is external synch utility which synch data to and from Sage 50 and Sage… Read More: GUMU™ for Sage CRM – Sage 50 (US Edition) integration… »

Restrict Sage CRM user access to your Sage 100 ERP data with GUMU Security Matrix

With GUMU Integration you can have better control of the way data is managed/shared in your organization. We have seen many features recently like Order Entry through Mobile/Tablets, RMA Integration, AR Invoice etc. We will talk today about a feature which has been since inception and a foundation to have better control over your business.… Read More: Restrict Sage CRM user access to your Sage 100 ERP… »

Codeless customizations to add List Blocks

Customizations in Sage CRM might involve easier to much more complex tasks. There are some ways with which we can reduce customization efforts and time too. Sage CRM provides standard ways using which we can create and display lists, screens etc. without writing single line of code. Here in this blog I will be explaining… Read More: Codeless customizations to add List Blocks »

Show Chart Block On Classic Dashboard

Charts make your reports, dashboards look more presentable. We have written series of blogs on charting methods throughout this site. In one of my blogs I had explained how we can create chart blocks and display them on Interactive Dashboards. Below is the link.  Related Post: View GUMU Dashboard in Sage CRM using GUMU Integration… Read More: Show Chart Block On Classic Dashboard »