Looking for functionality which would display Invoice tracking No. from Pro Series? Solution: We have the routine which will get the Invoice Tracking Number from Pro Series into your CRM. The user will be provided with a tab called “Order Inquiry” against Company. By clicking on the tab a search screen will appear. The user… Read More »
Are you willing to display order status from WMS in CRM? Solution: We have the routine which will add a tab called “Display Order Status” against Company. By clicking on the tab a search screen will appear. The user will just have to click the filter button on the screen to display “WMS Status” of… Read More »
Description:As per Sage CRM standard only one Person can be linked with the lead which gets created as a primary contact person for a company (is creating a new company) once the lead gets converted to an opportunity.Now, want to add multiple persons to a lead!! Solution:We can allow the Sage CRM Users to create… Read More »
Searching for functionality to optimize the Location for Communication? Need to filter location for Communication based on Company selected? Solution: We have a tool which would add the functionality by which the user could get the list of locations against a particular company based on the company selected. This application fills the selection list for… Read More »
Want to schedule a phone call for particular contact? Need Phone Number? Solution: Now we have the solution which helps to auto populate the Person’s phone number on Communication screen when the Person is selected. With this you get the reference for a contact while on Communication screen without actually navigating to the Person screen.
Need an easy access to Opportunity from Communication screen? Want to create new Opportunity based on scheduled Communications? Solution: Now it is available in Sage CRM to create new Opportunity from Communication Screen. We have the solution which adds a new button named “New Opportunity” to Communication Screen. It helps the user to create new… Read More »
Want to see the List of Items Ordered by Particular Customer? Now it is Possible to see the list from Customer Summary screen Only. Solution: On Customer Summary Screen, there will be a custom button named “Previous Item Ordered”. By clicking on this button, a popup screen will be displayed, and in this pop-up screen… Read More »
Now it’s easy to generate invoices in ACCAPAC for the Cases like Opportunity, by just clicking on one button. Solution: We have a tool which adds a new button named “Create Invoices in ACCPAC” on the Case detail screen whenever Case statue is closed. When user clicks on this button, it automatically generates invoices in… Read More »
1. Would you like to create a new Case whenever any “Email In” action take place?2. Need to maintain auto generation of Cases in CRM? Yes, it is possible with our tool!! Solution:We have a workaround which can easily create a new Case for newly filed email in the Sage CRM. Also it automatically fetches… Read More »
Do you want to store large amount of information which is in the file storage? Need to attach a file in the Library of the Case entity from Case Summary Screen? If yes, Please have a look at this Solution:We are providing a tool, which provides a button say “Upload a File” after any case… Read More »
