SP2 patch for sage CRM version 7.2 comes with lots of functionalities we have been waiting for quite a long time. There are lots of enhancements done on document merging and filing functionality. Now the mail merge process is cross-browser compatible, which means you can now perform document merging with Sage CRM entities on browsers… Read More: Adding Document Filing and Mail Merge functionality to Custom Entities »
Synchronize dropdown is an essential functionality of GUMU™ Integration, wherein all the dropdown information from ERP system required for processing an order is populated in Sage CRM, just by a click of a button. This functionality is available in GUMU™ for Sage CRM when integrated with any of the ERP’s as Sage 100 (MAS 90/200),… Read More: Synchronize Dropdowns in Sage CRM using GUMU Integration »
GUMU™ for Sage CRM integration with Sage 100(MAS 90/200) ERP is coming up with new features that will give the Integration users more functionality and back office access. GUMU™ Integration has a User-Friendly Interface with Real-time bi-directional link that integrates your front and back office, as a result making changes in either of the systems… Read More: New Features in GUMU™ for Sage CRM – Sage 100… »
This is a dynamic and very useful new Feature in Sage CRM 7.1 SP2. Any crm user even with little knowledge of html can easily create new html templates which can be used for merging in CRM. To make create new template available to other users, or to make changes to templates which are available… Read More: HTML Template Merging – Sage CRM 7.1 SP2 »
In Sage CRM, if we have created the field as selection, then it will allow us to select only single value globally on all screens. What if we want the field to be multiselect at the time of searching record through find page? For example, consider the field “Source” on New Case Screen which is… Read More: Allowing multi selection search on a single select field »
Most of the times while designing procedures and cursors for customization you may need to use a function which will split your string based on predefined delimiter and return you items set. Below is the function you can create and use in SQL for the same. CREATE FUNCTION dbo.Split(@String nvarchar(4000), @Delimiter char(1)) returns @Results TABLE… Read More: Simple split function in SQL »
In GUMU™ for Sage CRM – Sage 100 (MAS 90/200) ERP Integration, we have provided a “MAS 90/200 Lookup” option, wherein Sage CRM users can directly search and select desired item from Sage 100 (MAS 90/200) ERP for placing orders from within Sage CRM. Video – Working of GUMU SageCRM – Sage MAS 90200 Integration We… Read More: Item Search functionality in GUMU Integration for Sage CRM –… »
One fine day my dad called some Help service in Mumbai to ask them assist for taking a cab to airport. He was quite surprised when as soon the person picked up the phone; he said “Hi Mr. Ramesh, how can I help you?” He was like how did you come to know my name?… Read More: Sage CRM and crm@greytrix.com »
In our previous blog, we discussed about Migrate your Documents to Sage CRM using GUMU now let’s see “How Persons are migrated to Sage CRM” during the GUMU™ Migration process. GUMU™ migrates contacts from Sage ACT!, Goldmine, Maximizer, Salesforce.com, Custom DB’s as persons in Sage CRM for the corresponding company. Primary Contact migration from ACT!… Read More: Migrate Contact Person to Sage CRM using GUMU »
Standard CRM web service allows CRM to communicate with external applications. In client application all we need to do is to accesses the WSDL URL of service and prepare and send the request. The web services then processes the request and sends the response back to the client. These request response samples can be found… Read More: Enabling entities for web service access »
