Sage CRM v7.2 onwards client-side library has been provided to highlight rows and columns of a grid. In this blog, will explain how to highlight Sage CRM Grid rows or columns based on particular conditions. New Stuff: Diagnose System Health in Sage CRM 2017 R2 – Part 1 Consider you want to highlight all Opportunities… Read More »
Along with being a helpful & easy to manage and track Business growth and Customer relationships platform, Sage CRM’s features are also reliable on many other System configurations for smooth functioning. New Stuff: “Quick Find” Functionality in SAGE CRM 2018 R1 Earlier, if any of the Standard functionality failed; Admin user had to check every… Read More »
Hi Friends..!! We are much familiar with finding mechanism for entity records such as keyword search, Advanced Find, etc. in SAGE CRM. Using these, we can perform a search for particular entity only. Now we can search the connected data across all entities at once by using single keyword. The New Release, SAGE CRM 2018… Read More »
GUMU™ for Sage CRM – Sage X3 Integration is a real-time bi-directional integration between Sage CRM and Sage X3 enables users to access customer, invoice and order information from either of these two systems. Today in this blog we will discuss about the new folder wise Sage CRM user permission setting feature which we will… Read More »
There are many instances where client generally setup their Sage CRM server with TEST Sage X3 folder using GUMU™ integration for testing purpose and once they completes their testing, client can take same Sage CRM to Live by re-pointing to different Sage X3 folder (Live folder). New Stuff: GUMU™Integration v/s Sage Integration for Sage CRM and Sage… Read More »
The latest release of Sage CRM 2017 R1 and R2 expands your business horizon by introducing extended benefits and new features for enterprises. This includes an enriched user experience, simplifying navigation and providing faster access to information for the CRM users. Greytrix, a Sage ERP – Sage CRM Gold Development Partner, has enriched its CRM Product Suite… Read More »
Sage CRM 2017 provides new feature of creating Email Template using “Create Email Signature” present in Preferences tab. Instead of creating email template using Email and Document settings, we can create it by simply navigating to Preferences tab. New Stuff: GUMU™ for Sage CRM – Sage X3 Integration video tutorials Steps to Add New Email Signature… 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 X3 and vice versa. In GUMU™ for Sage CRM – Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage CRM… Read More »
In Sage CRM, one can easily understand which user has been logged into CRM from My CRM tab. New Stuff: “Send to MailChimp” button in Sage CRM 2017 Generally, when users logged into Sage CRM, browser shows current Sage CRM tab name. For example, if user’s landing page is Calendar then browser tab will show the… Read More »
MailChimp feature has been introduced within Sage CRM 2017. Using MailChimp emails can be sent to group of people on a single click. New Stuff: Showing Last Updated By And Updated Date Time In Company Top Content Our implementation team was working on MailChimp configuration and came across a scenario that Send to MailChimp button was… Read More »
