Reporting is very essential in any business process as it gives clear picture of ongoing work in an efficient manner. Sage CRM also provides Reporting feature and security structure. New Stuff: Sage CRM and Sage 300 ERP Integration Part-3 In Report section, you can see many Reports Category are available and each Report Category will… Read More »
The mass update function allows you to simultaneously update same fields in selected records within a group. Consider if one of Sales Person is left from Organization and System Administrator wanted to assign all of his Customers, Contacts to new Sales Person, then Sage CRM Mass Update function can be used effectively. New Stuff: How to Remove Report Category from… Read More »
Hi everyone, in this blog article I will be explaining you few important steps with regards to Sage CRM and 300 ERP integration configuration. Well, sometimes while setting up the integration on client environment we face issues which are specifically related to access violation or improper rights given to Program folders. New Stuff: How to Remove… Read More »
As we all know that Sage CRM comes with several features which enhance the product usability. In this blog we will be talking about Reports and its maintenance. As a standard offering Sage CRM comes with several reports which are available in different categories. So, while implementing Sage CRM for a client we may need… Read More »
We may want to have Leads that has not been attended for 6 months, to be automatically marked as ‘Closed‘. The easiest way to do this, is to schedule a Job in SQL. New Stuff: Add Calendar Gadget in an Interactive Dashboard in Sage CRM One can easily check leads which are 6 months older in… Read More »
Calendar control displays a calendar through which users can navigate to any day in any year. How about adding Sage CRM Calendar to be added into Interactive Dashboard? In this blog, we will explain how to add Calendar Gadget in an Interactive Dashboard. New Stuff: Integrate your Sage CRM with your Sage 50 (US) accounting Calendar… Read More »
GUMU™ for Sage CRM – Sage 50 (US Edition) is a bi-directional integration based on PUSH and PULL methodology which can synchronize the key accounting and customer data between the two systems Sage CRM and Sage 50 (US). The integration gives you a customer centric environment with increased data accuracy and complete view in daily… Read More »
Our GUMU™ for Sage CRM – Sage 50 integration link is external utility which synch data between Sage 50 to Sage CRM and vice versa. Today in this blog, we will go through one of the GUMU import process i.e. Import Invoice from Sage 50 to Sage CRM. GUMU brings all the Sage 50 invoices… Read More »
Our GUMU™ for Sage CRM – Sage Pro is a real time bi-directional link which synchronize data from Sage CRM to Sage Pro and vice versa. In this blog post, we will discuss about the error which user may face while configuring GUMU™ for Sage CRM – Sage Pro integration from Sage CRM side.… Read More »
In our previous blog, we gone through Creating grid in Sage CRM using GUMU customizer. Today we will walk you through the steps to create a detail page to display Sage X3 data in Sage CRM panel screen using GUMU customizer. New Stuff: GUMU™ for Sage CRM – Sage ERP X3 For creating detail page, steps… Read More »
