As we know, Sales process is driven with the help of Lead, Opportunity, Quotes and Orders. And, to generate quotes and orders, we link the products and their prices in Quotes and Orders tab against Opportunity. This Quotes and Order functionality also comes with a feature wherein we can apply discount to an entire order… Read More: Restrict Users from applying discount to entire Quote and Order »
In our previous blog we have discussed about configuring our integration Sage X3 version 7. In our GUMU™ Integration, user is allowed to create additional contact and Address before promoting a customers to Sage X3. Once the customer is promoted to Sage X3, user will not be able to create Additional Address or person. In… Read More: GUMU X3 tips– Promoting Additional Address and Contacts »
While doing the User Acceptance Test (UAT) with customer, he requested us to freeze the tab group whenever users move screen in upward and downward direction. Here, we are talking about the several tabs shown on summary record of lead, company, Opportunities, etc. See below screenshot. To make this working, below is the script which… Read More: How to Freeze Menu bar for specific screen »
Recently, one of our customer asked us to add Auto Save feature in Sage CRM so with the help of JavaScript we enabled this. This feature will auto save the users data on pressing the Enter key. Open Cases Summary Report to Managers. Create a custom page and add the below code to get this… Read More: Auto-saving feature for Customized Entity »
In our previous few blogs we had discussed about migration of various source CRM date to Sage CRM in which Act! is one of our Source CRM. Migration process starts after restoring the Act! backup provided by customer. In below blog we will discuss about how to take backup of Act! database. New Stuff: Send… Read More: How to take backup of Act! database »
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 troubleshooting tips for resolving error message related to Zip Code while promoting company from Sage CRM to… Read More: Troubleshooting tips for Zip code setting using GUMU™ for Sage… »
Sage CRM provides many powerful features. One of them is Email functionality. Users can send bulk and individual emails to Customers using this feature. Now in this blog we are going to discuss the new feature that is available in Sage CRM 7.3. A Company can have multiple contacts. These contacts are nothing but people… Read More: Send e-mails to Multiple Contacts in Sage CRM 7.3 »
In Sage CRM, a case entity is mostly used as a Customer service issue. We can capture a customer query in Sage CRM, and track the progress of the problem through to a Solution and closure. Cases may be assigned as High, Normal or Low priority in Sage CRM. They have a status as ‘In… Read More: Open Cases Summary Report to Managers. »
Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. In this blog, we will discuss how to allow direct rights in territories to specific Users. Let’s consider one example where User A belongs to Mumbai Sales team and associated with Sales Rep Profile. Sales Rep… Read More: Providing additional Rights to a User within Security Profile »
