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: Display Count of your Opportunities against Company »
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: Event Management in Sage CRM »
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: Contract Management in Sage CRM »
Upon installing Sage CRM apart from selecting the installation path we are required to provide instance name and SQL server connection details to proceed further with installation. Whatever the instance name that we provide upon installation, the installation process will create a database in SQL with same name and required tables in the database. The… Read More: Information on Database Configurations in Sage CRM »
Info Managers exist, particularly in larger organizations, to let you give a number of power users the ability to perform some specific system administration tasks – such as uploading templates, or maintaining currency conversion rates – without opening up the whole of the Administration area to them. New Stuff: Make effective De-duplication search in Sage CRM… Read More: Modify User Preferences from Info Manager user's Login »
In Sage CRM there is a feature called De-Duplication which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. You can customize this feature with your condition by adding field. This feature is available for Company, Person and Lead in Sage CRM. New Stuff: Integrate Multiple Sage 500… Read More: Make effective De-duplication search in Sage CRM »
Enterprises, in order to improve their productivity, have in place powerful systems to manage their backend and frontend operations such as Sage ERP (Sage X3 | Sage 300 | Sage 100 | Sage Intacct) and Sage CRM respectively. Sage X3, recognized as the powerful ERP simplifies the core business processes of purchasing to manufacturing, inventory… Read More: Bring agility in decision making by leveraging your enterprise information… »
In our previous blog, we have discussed about real time tabs in our GUMU for Sage CRM- Sage 500 integration. Today in this blog, we will go through Sage CRM side configuration of Multiple Companies. Our GUMU allows to configure more than one company for integration in Sage CRM, that means Multiple companies can be… Read More: Integrate Multiple Sage 500 company code with Sage CRM »
Our GUMU for Sage CRM – Sage 500 integration is real time Bi-directional Integration where records get updated from Sage CRM to Sage 500 and vice verse on real time basis depending upon the sync option. In this blog, we will discuss about the information which we are fetching from the Sage 500 on real… Read More: Real Time tabs in Sage 500 Integration »
Recently we came across a request from one of our client who asked for a customization related to salesperson mapping in GUMU for Sage CRM – Sage 500 Integration. We did this customization with the functionality where the user can make use of Salesperson mapping for linking Sage CRM users with Sage 500 Salesperson. This… Read More: Salesperson Mapping in GUMU for Sage 500 – Sage CRM… »
