Hide options for specific users from Menu bar

Sage CRM has number of built in functions using which user can make most out of the system. Similarly, using client side API we can help our customers by incorporating their requirement with the help of scripting. New Stuff: Center Align List/Grid Data Recently, for one of our customers we wanted to restrict Menu bar for… Read More »

Center Align List/Grid Data

Dear folks! Here comes one more exciting blog for you all. You all must be familiar of List/Grid in CRM. It’s nothing but tabular representation of the data present in your CRM. It contains “Rows” and “Columns”, columns starts from serial no “0” (i.e. the index value of the first column is “0”). Now, you… Read More »

Apply underline to a Column Header in List or Grid

Sage CRM allow us to customize Lists, Grids through Client side API and JQuery. Using this we can easily change the look of a grid by applying CSS class or attributes. By default Sage CRM does not highlight the columns header and sometimes it becomes difficult to recognize the header and actual value. But, this… Read More »

Hide Summary Report Button in Sage CRM

As you all know, Summary Report button is available on all Standard entities like Company, Person, and Opportunity. You can view the summarized data of all these entities in one single screen in just one click. New Stuff: Restrict access to certain entity with SQL conditions What if one doesn’t want this button on the entity.… Read More »

Remove Hyperlinks from Quote/Order Line Item Grid

Hi folks! This article is about removing hyperlinks on Quote/Quote line item grid. We know once line item has been entered in Sage CRM against Order/Quote, the same would be visible on line item grid as shown in below screenshots. Users can edit line items by clicking on product name hyperlink on individual items. New … Read More »

Empowering enterprises to leverage the information within to make smarter and faster decisions using GUMU™ Integration for Sage CRM with Sage X3

Businesses small or large employ two crucial systems in their organization for an efficient business process – Sage X3 deals with the backend operations and Sage CRM for the frontend operations. Sage X3 manages the post-order customer information. This includes purchase history, account information, shipping information and supply chain management details. On the contrary, Sage… Read More »

Sage 500 ERP Integration with Sage CRM – Troubleshooting Tips

Our GUMU™ for Sage CRM – Sage 500 integration is a bi-directional integration link where changes made to customer from Sage 500 to sage CRM reflect on real time basis and vice-versa. In our previous blog post, we went through steps to install and configure GUMU scripts at Sage 500.  In this blog post, we will… Read More »

Alter Additional information of Appointment/Task Details in Outlook from Sage CRM

In the below blog I will be explaining about a feature that’s been available since CRM version 6.2. This feature can help you sync fields from Company/Person/Address entities of the CRM Appointment/Task to the available Outlook Appointment/Task body. New Stuff: How to set the background Color of Fusion Chart Report Here, we are going to explain… Read More »