In Sage CRM, user’s password is encrypted both within the system and in the database for maximum security. The System Administrator can change, but not view, a user’s existing password. There are four restricted characters in Sage CRM, you cannot use these characters in the beginning of the users password. These characters are “#“, “^“, “$”… Read More »
SSA fields in Sage CRM provides efficient way of storing data in Sage CRM. We can create SSA fields in Sage CRM for any entity and can save it. Apart from creating actual field in Sage CRM (which create field in Sage CRM Database), there is another way which we can use to create SSA… Read More »
GUMU™ for Sage CRM – Sage 50 (US) Integration link is an external/ bi-directional sync utility which synch data from Sage CRM to Sage 50 US and vice versa.GUMU™ for Sage CRM – Sage 50 (US) integration is now compatible with Sage CRM v7.3 SP3 (On Premise/Desktop) and Sage 50 US (Peachtree) version 2017. New Stuff: Import Invoices from… 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. User can easily install GUMU™ Integration link by using Installation Guide. But before installation, we need to make sure of below some points before proceeding further.… 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 . 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 »
