Did you ever come across a situation like, go for find Case/Communication in CRM –> Filled up filter criterion –> Click on Find –> and after some time it crashes and say, ‘Unspecified Error’? If yes, then here is what you must have a look at: 1. Check whether the proper indexes are created in… Read More: Unspecified Errors on Find functionality »
I came across this very interesting question on SAGE Accpac forum. The requirement was not to wrap the caption of the field on screen. We did some research to come across a feasible solution and thought why not share this with all and so here is the post on our blog. Well the scenario is;… Read More: Don’t wrap the caption values for fields »
Are you planning to Move your Sage CRM database from one server to another?? Make sure you have followed all the below instructions after doing so.1. Make sure you have put the proper database server name and login details for the same as shown below. 2. If Self service support site is enabled for your… Read More: Steps to be remembered while moving Sage CRM database from… »
I am talking about Cases and CaseProgress Entities. We already know that there are some fields on the case screen for which if the value is changed an entry is made into the tracking note to record this change. I always wondered how do I add some more fields to this tracking note so that… Read More: Adding fields to standard tracking notes »
Is you client is willing to use SageCRM or SageCRM.com, but along with SageCRM they need their Peachtree data also get inserted or updated on real time and this was the client key point. Then don’t worry how this can be achieved to integrate ERP system with web based system. Here comes Greytrix with Peachtree… Read More: GUMU™ Peachtree Solutions for SageCRM/SageCRM.Com Integration »
Have you been postponing your move from QuickBooks into software that better meets your needs because of the costs involved in Data Conversion? Convert one QuickBooks database and one year of history into Sage MAS 90 or Sage MAS 200 ERP or even to Sage MAS 90 or 200 Extended Enterprise Suite FREE* Click here… Read More: FREE QuickBooks-to-Sage MAS 90 Data Conversion Service by Sage »
Generally when we see the summary screen of Company, Person, etc. we see that the each field value is set below the field caption. But in the Phone/Email section of Company/Person entity value is displayed on the same line as the caption. Please refer the below screen shot. If you want to place the value… Read More: Rearrange Phone/Email Screen on Company Summary tab »
GUMU™ for SageCRM – QuickBooks is a web-based integration. It imports all the essential financial details like Sales order, Invoices, Products and customer information from QuickBooks to SageCRM/SageCRM.com. This integration is easy to use, cost effective, accurate and time saving for both salesperson and accountants. The integration allows viewing all financial and customer information of… Read More: GUMU for SageCRM – QuickBooks Integration »
You all may well remember the old saying “A stitch in time saves nine”. Same was the case with Standard Sage CRM – ACCPAC ERP Integration. All the customer data can be easily promoted and sync within Sage ACCPAC ERP and SageCRM but what about the Order Entry ???? So despite of Standard Integration if… Read More: Sage 300 ERP Order Entry Integration with Sage CRM –… »
With reference to the blog written by Jeff http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2009/08/13/creating-a-simple-messaging-system-within-sage-crm.aspx We would like to suggest one more workaround where we need not to create an extra entity but we can use the existing communication entity only Suppose a system administrator wants to pass a message to single user or to group of users in SageCRM; What… Read More: One Click Notification to CRM users from System Administrator »
