This is in continuation with the series of blogs I am posting on Sage CRM 7.2 features. This is one of those changes which will make Developers, Report Managers life easy. Sage CRM 7.2 has given the flexibility where report columns are arranged in alphabetical manner, so if your report view has more columns you can… Read More »
In Sage CRM 7.2, a new folder (js) is added under WWWRoot folder. This folder is used to store all the client side script functions which can be directly accessed in Sage CRM. Suppose you have ClientFunctions.js (JavaScript file); Till Sage CRM v7.1: One have to add the client side code in Custom Content section… Read More »
Over the past year I have discussed various tomcat related issues on this blog site which cause dashboards, report not to work properly. In continuation with the same, here are some more errors you might face with Tomcat and Java configurations and step to resolve them. Also Read: Error exporting reports to excel in CRM… Read More »
Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section… Read More »
Staying organize makes life easy! and Dashboards in Sage CRM help you to stay organized. The interactive dashboards are highly-customizable workspace, which enable users to control what information user need to be effective in his/her job. Also helps user to work with the frequently needed data in an efficient way. There are various inbuilt gadget… Read More »
In our previous blog, we discussed about “Migrate Goldmine notes in Sage CRM using GUMU” now let’s see “how Goldmine contacts are migrated to Sage CRM” using GUMU™. Primary Contact migration from Goldmine to Sage CRM; A contact is a customer, client, prospect, business associate, friend, or anyone that you want to maintain a relationship… Read More »
In our previous blog, we discussed about “Migrate Goldmine opportunities to Sage CRM using GUMU™ Utility” now let’s see “How goldmine notes are migrated to Sage CRM” during the Migration process. GUMU provides option to migrate Goldmine Notes as Notes in Sage CRM. During migration, user has to select the “Notes” option from the GUMU™… Read More »
Here in this blog I will explain an interesting functionality of rather complex module “Territories”. We all know that CRM handles access rights according to the territory structure and profile combinations. Hence territory structure should be properly managed so that all users can view information accordingly. Greytrix Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300… Read More »
Being a business closely dependent on market up’s down’s, it becomes necessary to track the market activities regularly. What you do in this case, is open up the various market activity websites and try to see a trend. What if you can have the live Market trend chart right on your Interactive dashboard? Yes, it… Read More »
In our previous blog, we discussed how to add the checkboxes in the list by adding Dummy field in the table. Now, we would be discussing how to enable Select/Deselect all option in the Sage CRM list. Also Read: Set Grid size as per your requirement in Sage CRM Sage CRM .NET SDK allows user to… Read More »
