In Sage CRM there is one great feature i.e. Documents Drop by which you can upload the document very quickly. Also, you can enable/Disable this feature based on the Users profile. In this blog we are going to explain you how to enable or disable this functionality based on the User profile. New Stuff: Renaming… Read More »
Sage CRM- Self Service is portal which allows your Customers, Venders and Business Partners to view there relevant information, Queries, complaints etc. by logging into the Self Service Portal. When you are installing the Sage CRM, it allows you to install the Self-service or not. If you installed the Self service. Your Self- service gets… Read More »
GUMU™ for Sage CRM – Sage X3 integration is real time bi-directional integration which sync all the customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Today in this blog, we will discuss about troubleshooting tips for resolving error message “Error while reading webservices description” on Sage CRM server. New Stuff: Implementing Real time… Read More »
GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link .i.e. any changes made either in Sage CRM or Sage 100 will be replicated immediately in the other system. In this blog, we will discuss how GUMU™ integration can be configured along with vendor integration, so Sage CRM user can Import/Promote vendors… 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 previous blog we discussed about displaying the AR Inquiry and Order Inquiry data on a real time basis in our GUMU Sage CRM… Read More »
Sage CRM integrated with Sage 300 ERP allows us to access important information in real-time. It also provides synching of tables and database of Sage 300 ERP that allow us to create Quotes and orders from CRM which pushes data in ERP. New Stuff: Restrict users in creating Recurring Appointments While doing customization for one of… Read More »
AS we know that Sage CRM’s Recurring Appointments feature allows appointments to recur based on defined recurring pattern. We use Recurrence button on New Appointment screen to create Recurring Appointments. New Stuff: How to increase search limit of Keyword Search By default, you can create maximum 200 recurring appointments in Sage CRM. Suppose, you want to… Read More »
GUMU™ for Sage CRM – Sage X3 integration is real time bi-directional integration which sync all the customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa on real time basis. Today in this blog, we will discuss about implementing the real time changes from Sage CRM to Sage X3. Once this part is implemented… Read More »
In our GUMU™ Integration, we always add new features. 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 on real time basis. In this blog, we will discuss how user can validate address using GUMU™… Read More »
Hi folks! You all must be aware of Keyword Search functionality in CRM. Please find the URL which explains how “Keyword Search” functionality works. Make your keyword search more efficient Now, through this article I would be explaining you how we can increase the search limit of Keyword Search. New stuff: How to give Name in… Read More »
