GUMU™ Integration for Sage CRM-Sage PRO provides an easy import process for customers from Sage PRO ERP to Sage CRM. Once user is done with the Sage CRM side configuration Import Customer feature becomes available to them.To import customers from Sage PRO to Sage CRM you can follow below steps: 1. Navigate to Administration >> Greytrix… Read More »
Sage CRM has a fine flexible feature to integrate with any other ERP’s like Sage 300, Sage 100, Sage X3 or any other 3rd party applications. We had integrated Sage CRM with SAP to manage SAP Invoices and Credit Memos. In this blog, we will talk about the Sage CRM and SAP integration. We had… Read More »
This article is in continuation of my previous blog, where I explained how we customized the Document Module of Sage CRM to arrange the provision of Download & Print Images without any intervention of other tool. In below post, I will showcase you advanced level of features that we made available for individual images within… Read More »
In today’s world, where various types of Industry Segments are evolving on the same hand; managing these business with advance level of technology is also meant to be the most prominent or say demanding feature for every mankind. Recently one of our customer who managed the Valuation and Inspection services in the field of Survey;… Read More »
As we all know, Sage CRM works on SQL views to return records in response to user searches and to present relationships between different entities. For example, a view might list all the cases associated with a particular company that are assigned to a specific user. Creating advanced user-defined views entails administrators employing SQL operations… Read More »
As you know, we have been writing blogs exploring the various features implemented in Sage CRM. With the help of JavaScript codes or say Client side API, customization efforts of the programmer’s life has come to an ease. We have already posted few blogs about writing JavaScript codes in .js files and calling the same in… Read More »
We all are familiar with the social networking service/sites available nowadays, which is a platform to build social networks or social relations among people who share similar interests, activities, backgrounds etc. Been awestruck by this feature, one of our client requested for such kind of functionality within CRM. In below article, I will explain how… Read More »
Hello everyone!! As we know Sage CRM Web Service API enables developers to manipulate CRM records remotely with SOAP (Simple Object Access Protocol) over HTTP using XML (Extensible Markup Language). It is possible to access a CRM server or a hosted system from a specified client machine (typically another server) in order to read, create,… Read More »
Hi folks! Before I start writing these blog one thing I want to say, that you will end up learning a new feature that would really help to CRM developers. Consider a scenario, where client wanted to have an upload routine which should display a mapping screen for user to link the Excel columns with… Read More »
Every Oraganization has their own rules and regulations or we can say Organization policy which must be followed by their employees. For Example, Lets say according to the Organization rules and regulations or Policy, Organization employee should not be able to access any unwanted website in Sage CRM. Sage CRM Dashboard Gadgets allows to configure… Read More »
