With the latest release of Sage CRM2017 R1, Sage has introduced new feature which offers extra features to improve Sales, marketing and Customer Service. New Stuff: Shortcut link on Company Find screen to create Opportunity, Communication and Cases against particular Company Sage CRM 2017 R1 has the following new features and updates: Updated top bar-… Read More »
In Sage CRM, we all are working with Company, Opportunity, Communication, Cases etc. As we all know that, Company (Customer) is a main entity in Sage CRM, from where we can create a new Opportunity, Communication and Cases. New Stuff: Sage CRM Grid Manipulation To create new Opportunity or Communication against particular Company. We need to… Read More »
We all know that we can perform various functionalities with grid using Sage CRM client side API, there are various Methods and Properties which are provided for Grid Manipulation. Within grid we can easily change the link of cell or change the color of cell or remove hyperlink of any column and include many other… Read More »
Your email signature is as important as any other part of your corporate identity. Having a unified signature across the organization is the professional thing to do. You can even add any upcoming further events in organization. In below blog we have explain how you can create default Email Template with Signature of User and… Read More »
While creating a project plan, you will begin with mapping out various tasks, dependencies, Resources. While doing that, you need to remember about a very important component of any project plan: Milestones. First you need to understand the difference between Task and Milestone. Task: A Task is an activity that team needs to accomplish in a defined… Read More »
We help in migrating data from a number of Source CRM (i.e. Act!, Goldmine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration center. In Salesforce.com to Sage CRM migration, we converts all existing information such as Account, Contact, Opportunities, Cases, Leads, Notes, Users, Tasks, Events and Attachments… Read More »
Sage CRM is an effective business management tool that sustains sales, customer service, and marketing processes. It provides a well-defined platform for all business units to interact with their clients, fulfill their needs and demands effectively, assisting organizations to automate, manage and analyze customer interactions improving business relationships. Greytrix is now one of the primary… Read More »
In our previous blog series, we discussed about installing and configuring Sage 100 SData. In this blog, we will discuss about creating a gadget in Sage CRM which will display Sage 100 AR invoices from Sage 100 in Sage CRM using SData. New Stuff: Displaying quantity on hand information in Sage CRM in GUMU for Sage CRM… Read More »
In Sage CRM user can export data into Excel/PDF/CSV using Export to file button available on Search screen. You can also restrict access to this button to make it available only for Managers and Administrators. You can refer below blog link for your reference. Related Post: Hide Export data option for Non admin users By default, when you… Read More »
Sage CRM provides Report functionality through which we can create simple as well as complex report in CRM. Report helps us in getting clear idea about ongoing work also. New Stuff: Troubleshooting an error message of GUMU™ Integration – ‘File does not exist’ In CRM, we have reports of different categories like Activity reports, Campaign, Customer… Read More »
