Screen level customization is one of the very important integral parts of the large scale customizations we undertake for any organization. Sometimes we even need to change the behavior of standard buttons in Sage CRM. Now how do we go about this thing? I have discussed on this blog site before regarding how to change… Read More »
As the world is growing fast and the life is running rapidly, we the human beings need to be always on the wheels to run even faster. Same phenomenon also applies in several businesses nowadays where we want every single thing to be automated in order to avoid the human interference and hence the chance… Read More »
Dedupe process is the matching logic which is one of the very essential components of CRM system nowadays. This is required in order to avoid duplicate data entries in the system. Standard Sage CRM install has also incorporated this feature for entities like Company and Person which hold prime importance in CRM. How to configure… Read More »
In my previous post I have discussed the methodology for data archival process in CRM. The part of the process also includes connecting an External Database. Suppose we are archiving communication table. That means we need a table similar to that of communication table to archive data in the similar fashion as that of the… Read More »
This is in continuation with my previous post regarding data archival on this blog site. You can go through the below link to follow the same. http://sagecrmaddons.blogspot.com/2009/05/greytrix-sage-crm-archive.html The above post was more about the problem definition and it also summarizes the proposed solution for the same. Here we will discuss how the actual flow or… Read More »
As per the standard sage CRM functionality, we can export reports to excel file. Sometimes we get errors while doing so. One of the most commonly occurring errors is that we are not able to see an Excel radio box option while exporting report. Most probably this occurs when excel is not installed on CRM… Read More »
Use of labels has been greatly identified in terms of mailing due to ease of printing and accuracy of the data. Several business methodologies maintaining relation with clients through mails use the Avery standard labels to be used to quickly consolidate client details and attach the same on any material. Multiple labels can be printed… Read More »
Territories and Territory profiles are the salient features provided by Sage CRM. These functionalities are most important in order to handle the data security worldwide as per the organizational structures. As we all know that Territory profiles are used to handle the access rights. We can create profile, set access rights for the primary entities… Read More »
Though CRM systems are capable of maintaining and managing Business related data thoroughly over the web, most of the business structures still won’t allow the data entries to be done in actual working environment. For such prospects, even if Sage CRM holds the greater importance from business perspective, the web architecture of CRM can’t be… Read More »
Modern business era requires involvement of lots of calculations with annual financial statements as well as the resources to outcome values over some predefined periods in year. This is where Fiscal year comes into picture and reporting based on fiscal year periods is one of the best ways to understand the business. In this post… Read More »
