In most of the organizations, complaint or request management is email based. In this case it is very much necessary to have tracking parameters to search such email communications like Interaction Id’s, Reference Id’s etc. This helps us track the communications logged by customer as well as responses sent for the same in CRM system.… Read More: Managing Email Interaction through CRM »
In the current versions of Sage CRM we come across this error very often. There are several reasons why this error may occur. I had discussed couple of issues in my earlier blog posts on this particular website (Links below). Error exporting reports to excel https://www.greytrix.com/blogs/sagecrm/2010/04/22/error-exporting-reports-to-excel-in-crm/ Desktop Size Limitation https://www.greytrix.com/blogs/sagecrm/2011/12/06/desktop-size-limitation/ Sometimes even if we follow… Read More: Error exporting reports to excel in CRM part 2 »
Sage CRM has made the functional development through DOT NET(.NET) much easier by providing enhanced .Net API development kit with recent versions. Over time, the API has been improved a lot, but what about the backward compatibility? Some people might have started using it from Sage CRM version 6.1 only. Can they reuse their DLL’s… Read More: Backward compatibility for .NET API DLLs from an old version… »
Email action on escalation rules can be used to send emails of escalations, when some criterion becomes true. We always make use of standard case entity fields in the email template to merge the actual values from case table. Now when we put #case_Assigneduserid# in email template or any such user field, it gets automatically… Read More: Put user first name in escalation emails in place of… »
In our last blog, we saw how to Unlink the Sage EES link from Sage MAS side . In this blog we would be covering the Sage CRM side settings needed to be done for disabling the Sage EES link. Trial for GUMU MAS | YouTube Videos Once again Important Note – Please ensure you take proper complete backups… Read More: Unlink Sage EES Integration Link to install GUMU Link –… »
GUMU for Sage CRM integration with Sage (MAS 90/200) 100 ERP is available in two flavors GUMU MAS : A realtime, bi-directional multi-company integration which integrates your standalone Sage CRM and Sage 100 systems. You can access this integration from outside network through static IP. GUMU MAS EES : With this you can have both the… Read More: Unlink Sage EES Integration Link to install GUMU Link –… »
I had explained on this blog site earlier how to change the properties of fields from client side scripts. One of the case scenarios that I came across recently is to change the color of Date field based on some condition. Here is the script written on the custom content which does the job. //’Function… Read More: Changing the Colour of the Date field »
Merging to word templates feature can be used to merge quote/order details, search results group results etc to the document. One of the nice feature present in CRM is merging documents from summary screens. A case scenario of how we use it is like when we Create new customer in system, we generate welcome letter… Read More: Extra information from Person entity while Mail merge »
GUMU™ for ACT! To Sage CRM is a wizard type utility for converting all data from ACT! into Sage CRM or Sage CRM.com. The conversion process converts all existing information such as Company, Contacts, Communications, Opportunities, Documents, Pending, History, Users, Custom information stored in the user defined locations such as notes, e-mails residing in ACT!… Read More: Migration of Sage ACT notes in Sage CRM using GUMU »
Though Sage ACT! is capable of maintaining and managing Business related data, yet it is best suited to the mid & small business firms. These firms usually maintain their important ACT! Notes in their ACT! System but some desire this information to be stored in SQL database for their business needs. <<If you would like… Read More: Export your ACT Notes with Greytrix Sage ACT Export Notes… »
