We made the font big as well to get that feel 🙂 A journey started in 2008 with a passion of sharing Sage CRM tips and tricks by our Sage CRM team members is now 600 posts old. Thank you so much for all your feedback, follows and shares. This has really encouraged us from… Read More: Double Bonanza – 600 Sage CRM posts and Sage Partner… »
Lets walkthrough the new GUMU 5.2 with more speed, more accessibility (web/mobile/tablets) in our live webinar on Nov 20, 2013 at 1:00 PM EST . Our Latest post – Promote Orders in Real-time to Sage 100 from your Mobile/Tablet using GUMU Sage CRM – Sage 100 Integration Now plan your Sage 100 or Sage CRM upgrades as… Read More: Webinar Invite – GUMU 5.2 – Sage 100 integration for… »
Recently were working on our GUMU for Sage CRM – Sage 100 integration using Sage CRM .NET API. We had to display information in a Popup window. We can easily call a Popup window but the issue was that it shows the Menu Panel and the Content Box too. We just wanted a plain Box.… Read More: Displaying a Popup window in Sage CRM 7.2 without Menu… »
Need to access your Sage 100 data real-time “On the GO” anywhere, anytime even when you not on your network? With GUMU Sage 100 integration installed now there is no need to be on Network, no need to be at the office or Home with your Laptop. You can access it on the go, whenever… Read More: Promote Orders in Real-time to Sage 100 from your Mobile/Tablet… »
In continuation to my previous blog on Creating Component and generating script files, here in this blog I will be explaining some advanced options to create components. Related Post: Creating Component and generating Script files As we all know that Sage CRM implementation is a long process and many developers might be involved in implementation of… Read More: Advanced Options in Component Manager »
In our previous post, we discussed about Generating simple reports in Sage CRM. In this post we will be how you can quickly generate complex reports in Sage CRM using Advanced Find functionality. —————————————————————————————————————————————— Need to send a Survey from Sage CRM as soon as order is Shipped? Create your own customized Surveys’ for Sage… Read More: Steps to generate complex reports in Sage CRM using Advanced… »
Groups can be created in Sage CRM using SQL views and selecting the same view in the Source View dropdown. The New Stuff: Retrieve deleted records in Sage CRM Hence we had created a Group by checking Groups View checkbox in CRM. Now when one creates a Group and keeping Groups View checkbox checked, then that… Read More: Source View Dropdown in Groups »
Recently one of our clients has mistakenly deleted a Company in Sage CRM and now they wanted to retrieve it again back to Sage CRM. Client tried to select the last visited record by navigating through the Recent List but got below message. Obvious message as the record was deleted from Sage CRM. Related Stuff:… Read More: Retrieve deleted records in Sage CRM »
Hi guys, I had discussed a method to remove the Send E-mail button from the email screen through my below post Related Post:Remove send e-mail button from e-mail screen and use send using outlook only With this post I will explain the other way around I.e. how you can get rid of Send using Outlook… Read More: Disallow sending emails using outlook »
Some days ago I came across this interesting topic on Sage CRM community site hence thought I would share the same with my reader here. In today’s business world, along with managing the work every person wants to stay updated with the currency rates. Sage CRM does support multiple currencies, but updating exchange rates used… Read More: Update Currency Exchange Rates in Sage CRM 7.2 »
