How to select All records from the list with single checkbox by using JavaScript in Sage CRM?

As we all knows that Sage CRM fully supports client side scripting languages like JavaScript, JQuery etc. There can be a various purpose of using JavaScript in CRM but commonly we use for hide and show of fields or to populate value in one selection field based on selection made in another field. Today we… Read More »

How to disable Embedded Email Editor in Sage CRM?

CRM’s Email Manager Service runs in the background to process the inbound and outbound emails in CRM. There is no need to install Email Manager Functionality separately as it comes by default with the CRM installation. This functionality can work with CRM’s embedded email editor or Microsoft Outlook to send an email out of the… Read More »

Greytrix on-boards Sage Global Rockstar ISV Program with GUMU™ for Sage CRM – Sage Enterprise Management Solution

Greytrix a successful Sage Development Partner since 20 years has reaffirmed its close relationship with Sage by joining the Rockstar ISV Program for its GUMU™ Integration portfolio’s flagship product Sage Enterprise Management – Sage CRM Integration. “Rockstar” – the highest accolade for ISV partners from Sage makes it easy for Sage partners, customer and employees to implement,… Read More »

Hide New button in Sage CRM using jQuery

By far we all know, Sage CRM is used to capture and manage Business’s Sales and Service data along with the proper linking/management with respective Customers. Entities such as Case, Lead, Opportunity, Quotes and Orders etc. helps in recording Sales and Service data in system. Users can capture the data in these entities using the New button available at top right hand… Read More »

Hide … (Ellipses) Tab from Tab Group in Sage CRM

Hello everyone, as we know … (Ellipses) Tab helps user to change the default tabs that are displayed in different areas of the system. For example, if user rarely uses Preferences tab then, user can remove this tab from his My CRM. However, user can easily enable it again if he want. New Stuff: Hide Follow-up… Read More »

Hide Follow-up fields from the Communication screen in Sage CRM

JavaScript or say Client side API has always been useful to make customizations in Sage CRM. Be it hide and show of the fields, adding or removal of buttons and so on. But have you ever tried to remove or hide those fields, which are visible on screen but not available at database level for… Read More »

Hide Reports using jQuery in Sage CRM

Sage CRM helps to manage Customer’s critical Sales, Marketing and Service activities on daily basis. Whereas the Reports in Sage CRM helps us to view the statistics of data entered in CRM in order to monitor and get an idea about the past or ongoing work; mainly used by the Management staff of an organization.… Read More »

Creating Web service Sub-Program (interface) in Sage X3 for use into GUMU™ Customizer

In GUMU™ for Sage CRM – Sage X3 integration, we have provided with feature where user can create Sage CRM grids, panels to display information from Sage X3 on real time basis. We had seen this in our previous blogs. In this blog, we will discuss how to create Web Service Sub programs (interface) in Sage X3 so… Read More »

Troubleshooting – Inquiry list display incorrect column header captions

GUMU™ for Sage CRM – Sage ERP X3 is a real-time, bi-directional link. In this blog, we will go through an Issue which user may face while using integration and its possible solution. New Stuff: Pre– Requisites for installing GUMU for Sage CRM- Sage ERP X3 Issue: Incorrect column header Caption display on Order/AR Inquiry screens in Sage… Read More »