In Sage CRM, the reference number in Order and Quote entity is auto populated and ready only field where the value in viewed only when you save the record. By default the format is “ORD-#O/#N” where ORD is constant, #O is the opportunity id and #N is the incremental number. Like all good practices, Sage… Read More: Order and Quote Reference Number »
In Sage CRM there are 2 places from where we can notify the user. The notifications can be raised from. Notification at escalation rule. Notification at entity level. Let me just clarify the working of each one so that you would be in a position to know which one would be the best for your… Read More: Notification in CRM »
In my past blog posts, I had mainly concentrated on the data security and management. I this post I will talk more about code base security. In day to day life the code security is most important task of management. Sage CRM has incorporated code base security by using .Net API. From Sage CRM 6.1… Read More: Sage CRM .Net API Check Points »
In the Sage CRM version we found that Sage has done away with the Pers_PhoneCountryCode, Pers_PhoneAreaCode and Pers_PhoneNumber fields for phone and Pers_FaxCountryCode, Pers_FaxAreaCode and Pers_FaxNumber for fax numbers which were part of the person table. Likewise, the pers_emailaddress field has been excluded from the person table. Now this data would be stored in Phone… Read More: Phone and Email Structure Changed in Sage CRM7.1 »
In our earlier post you read about the key points of our GUMU MAS EES which works parallel with your SageCRM – Sage MAS 90/200 EES. GUMU MAS Integration now for your Sage CRM – Sage MAS 90 EES – Part I Now is the time to actually see how it works and how your… Read More: GUMU MAS Integration now for your Sage CRM – Sage… »
In Sage CRM the selection lists like country is sorted aphetically. “So how else do you expect it to be” would be the next question, isn’t it. But say, your most or all customers are in US or Canada and every time you create a new customer you have to scroll till you reach US… Read More: Sorting Country Selection »
Get REAL TIME information in your Sage CRM – Sage MAS EES..Yes, its True!!We are glad to announce the release of our new solution GUMU MAS EES. Your favorite GUMU for SageCRM – Sage MAS90/200 Integration features now packed in a new solution which works parallel with SageCRM – Sage MAS 90/200 EES. So basically… Read More: GUMU MAS Integration now for your Sage CRM – Sage… »
In my earlier post related to Sage CRM 7.1 – External Attendee, I had highlighted new features provided by of Sage CRM 7.1 i.e. External Attendees. Please refer below link: http://sagecrmaddons.blogspot.com/2011/03/sage-crm-71-add-attendees-for.html As we all know using External Attendees functionality we can maintain and manipulate the multi-person linked appointments very efficiently. But as per my perspective… Read More: Show External Attendees in a Sage CRM 7.1 List for… »
This post is a result of an observation made by one of our reseller friends in the partner forums. This was a wonderful post and I thought of sharing it with everybody. The escalations in Sage CRM are a excellent feature but there is some confusion on how they are initiated and fired, do they… Read More: Escalation Rules »
Adding and removing tabs to the tab-groups is and administrative tasks in CRM. As per the application security standards in CRM we can also implement tab level securities in order to avoid access of the tabs to certain user or user profiles. This is very easy and straight forward task. However CRM also provides a… Read More: Block User tab Customization »
