GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa . Today in this blog, we will discuss about Edit Order functionality. In our newer version of GUMU™ integration, we are coming up with new feature… Read More »
GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. In our GUMU™ integration, we keep on adding new features which is very helpful for your business process and users. Today in this blog, we will… Read More »
GUMU™ Integration link is a real time, bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The link supports multiple company integration which means user can integrate multiple companies of Sage 100 with one instance of Sage CRM. User can… Read More »
As we know every CRM system allow us to manage customer related documents and in a way it helps us in completing customer profiling. Using document upload feature we can Upload / Update / Edit and delete the documents against all entity. E.g. Company, Person, Lead, Opportunity etc. New Stuff: How to modify Field’s Caption and… Read More »
As we all know Sage CRM is considered to be an easily customizable software solution as per the client needs. The standard CRM solution itself allows many easy ways to make the customization whereas, it also supports Client Side Scripting to achieve the same. New Stuff: Business Manager in Sage CRM The field’s arrangement in standard… Read More »
Business management is the process of developing the strategies, plans, procedures and policies that guide a business. It involves coordinating human, financial and material resources to achieve organizational objectives. More on: Greytrix Sage CRM Business Manager Greytrix has launched Sage CRM Business Manager Suite with below Add-Ons: Project Manager Budget Planner Event Manager Contract Manager Resource Planner… Read More »
Hi Folks! In this blog I would like to explore one more document functionality related issue called “Unable to Edit Document”. As you know every client nowadays are installing and upgrading their CRM instance to latest version. New Stuff: Display Count of your Opportunities against Company Recently, one of our client has upgraded Sage CRM from… Read More »
In my previous blog, I have explained how to display Current User Name under custom tab. Here, I am going to explain how to display the count of records (say Opportunities) which are in progress and assigned to me i.e. Current Logon User against respective companies using jQuery mechanism. New Stuff: Event Management in Sage CRM… Read More »
Our Sage CRM Event Manager product consists of all main concepts of Event Management and Membership maintenance and delivers a pragmatic and highly effective management tool that is installed on top of the Sage CRM platform. It is completely integrated into Sage CRM so that all the benefits of CRM including designs of user interface,… Read More »
In today’s business world Contract management has become a core process of any organization. Contract management helps in managing contracts made with customers, vendors, partners, or employees. New Stuff: Modify User Preferences from Info Manager User’s Login Greytrix has launched a new product – Sage CRM Contract Manager which enable Users to optimize the lifetime value… Read More »
