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: Configuring Sage CRM v7.2 – Sage 300 ERP 2012 integration »
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: Sage CRM 7.2 Sales Tracker app »
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: Enable De-duplication check in Act CRM »
Here is what we would not call a great task from programmer’s point of view. However when it comes to non-programmers and you have quite a few versions of CRM on server it is difficult for them to understand the correct database for backup. Here is a quick look guide for such people on what… Read More: How to identify and backup correct Sage CRM Database »
With new advanced capabilities of client side scripting in Sage CRM7.2 we have got added flexibility in field and screen customizations. I have discussed many such scripts on this blog including the new and old ones. The New Stuff: New way of Client side field customizations Now, as you might know, we can control the behavior… Read More: Disable Date Time Picker in Sage CRM v7.2 »
In Sage CRM if user uploads document under Documents tab against any entity e.g. Case, Customer, Person and Communication etc. It gets stored on the location configured under Administration | E-mail and Documents | Documents and Reports Configuration section. Now here we have a master library path, but how is it simplified to sync with… Read More: How Library documents are stored »
SageCRM has always been open for good lot of client side customizations for the fields added on several blocks like Lists, Screens etc. When it comes to client side screen customization one thing that comes to our mind is the EntryForm and so is the old way of referring field objects. var oField = document.EntryForm.<field… Read More: New way of Client side field customizations »
We are continuing our blog series on our CRM migration services. In our last blog, we discussed about the CRM migration services offered by Greytrix in GUMU for Salesforce to Sage CRM Migration Here, we are going to see the how Salesforce historical communications are migrated in Sage CRM as completed Communication. In Below images,… Read More: Migrate Communications from Salesforce to Sage CRM »
In last our last blog Process Sales Orders using Credit Card in GUMU Integration -I, we discussed about how to setup credit card against Sage 100 Customer. Here we would see how to use that Credit Card for payment in Sage CRM Sales order entry. For any Customer that has a valid Credit Card attached… Read More: Process Sales Orders using Credit Card in GUMU Integration -II »
In today’s world, putting plastic in your wallet is a convenient way to avoid carrying cash while maintaining the ability to make purchases and also getting paid faster. Here we are going to highlight this feature of our GUMU Integration for Sage CRM-Sage 100 ERP which allows us to use credit card in Sales transactions… Read More: Process Sales Orders using Credit Card in GUMU Integration -I »
