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: Create Email Signature feature in Sage CRM 2017 »
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: GUMU™ for Sage CRM – Sage X3 Integration video tutorials »
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: Display Logged in User Name on browser tab within Sage… »
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: “Send to MailChimp” button in Sage CRM 2017 »
Recently on the community forums, we came across a question where the user wanted to show the name of the user and Date Time when the data was modified. Read on to see how it can be done. New Stuff: Favourite feature in CRM2017 R2 Steps to Add Type field are as follows:- Log into Sage… Read More: Showing Last Updated By And Updated Date Time In Company… »
In Sage CRM 2017 lots exciting features has been added. In this blog, we are going to explain “Favorites” feature which will help you to add important statistics or facts into one bucket as you can store into Favorites bar of IE/Google Chrome browsers. New Stuff: Customizing the Date field using JQuery in Sage CRM This… Read More: "Favourite" feature in CRM2017 R2 »
Working with Date field values on Client side scripts has always been quite difficult task. Moreover, JQuery has taken up the Sage CRM customization to the higher level as it has wide range of built in functions as well as its syntax to manipulate DOM elements reduces lines of code which is something every developer will… Read More: Customizing the Date field using JQuery in Sage CRM »
In our previous blog, we discussed about troubleshooting steps for length exceed issue while promoting customer. New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage ERP X3 Today in this blog, we will discuss about Sites functionality in Sage X3 – Sage CRM Integration using GUMU™. We bring all the Sites from Sage X3 to… Read More: Sales site selection on Quote/Order for a Customer – GUMU™… »
Our GUMU for Sage CRM – Sage ERP X3 is a real time, bidirectional link. In this blog, we will go through an Error message which user may face while using integration and it’s possible solution. New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage ERP X3 Error: In Sage CRM system which is integrated… Read More: Troubleshooting – Length exceed issue in GUMU for Sage CRM-… »
In GUMU™ for Sage CRM – Sage X3 integration, we have provided with the feature where the user can create Orders in Sage CRM and promote the same in Sage X3 ERP. In this blog, we will discuss technique/logic, we use in our GUMU™ framework in our current version of GUMU™ Sage CRM Integration with… Read More: Promote Order Technique and Adding new field in the process… »
