You all must be aware of the Favourites feature provided in Sage CRM that is used to bookmark the records in CRM, just like we do in Chrome, IE or any other browsers. Marking the records as Favourites helps to keep the records handy, thereby allowing to access the records on the go. However, there… Read More »
Sage CRM has proved to be very much flexible when it comes to accommodating customizations as per the business needs. Recently we came across a requirement, where the Client was not only interested in getting the access to the records assigned to a particular user but also in getting a proper view of all the… Read More »
GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. Using GUMU™, a user can promote Sage CRM Company, promote sales order from Sage CRM to Sage 100. In addition to this, all the information for Sage 100 customer flows between Sage CRM – Sage 100 on real time depending… Read More »
GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage EM and vice versa. Using GUMU™, a user can promote Sage CRM Company, promote sales order from Sage CRM to Sage X3. In addition to this, all the information for Sage X3… Read More »
GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. Today, in this blog we will discuss about new feature which we had received for one of our client and we have incorporated the same in our latest version of GUMU product. New Stuff: New Feature in GUMU for Sage CRM… Read More »
Library management is a vital part of any business. Different types of documents shared within business needs to be centralized for easy access. Sage CRM has inbuilt Library Management feature which allows users to store different types of documents against different entities. These uploaded documents can be viewed in Documents tab available against entities like… Read More »
Calendar is one of the effective and main feature available in Sage CRM. In the latest versions of CRM many new functionalities have been added. You can refer earlier blogs for calendar functionalities in Sage CRM. In this blog, we will be explaining how to change the default status of communications while loading the calendar… Read More »
Sage CRM provides an ability to store customer information within Sage CRM. Users can create Reports, Dashboards using stored information. The user can search stored information using Find/Search screens available in Sage CRM. However, there other ways to search information within Sage CRM other than Find/search screens. New stuff: Basic modifications to Sage CRM Layouts… Read More »
Sage CRM has provided an inbuilt feature to modify its Themes, Report Formats and Button Color etc. Few days back, one of the Sage CRM user approached us with a requirement to modify Sage CRM Login screen with their Company Logo. In earlier blog, we had explained how it can be done when Sage CRM… Read More »
MailChimp is one of the effective e-marketing tool available in Sage CRM, through which you can send bulk emails to customers just by creating campaign in CRM. It has many features like you can see the MailChimp campaign result directly from CRM or you can view the same from MailChimp Account. One of the new… Read More »
