Notes tab in Sage CRM allows you to add notes to Leads, Companies, Persons and Opportunities. It is an easy way to store and share important information that user can view in record. It acts as a free text area about the record for which all user has access to view it. Notes tab shows… Read More: Company Notes Tab in Sage CRM »
Hi folks! As we know Sage CRM has its own default themes defined which are version specific. You must be acquainted about how we can change the default themes or create our own themes in CRM. Below is the link for your reference. Adding a new Theme to Sage CRM New Stuff: GUMU Customizer – Adding… Read More: Changing TAB Group theme in CRM »
This is the continuation of our previous blog where we discussed about Creating Inquiry (Grid) screens and Creating Sage CRM Panel screen using GUMU customizer. With this feature, it makes GUMU integration extra flexible where you can add your own customized Inquiry screen as per your own requirement. We can use this feature to display data… Read More: GUMU™ Customizer – Adding Hyper Link to custom Grid »
Our GUMU™ for Sage CRM – Sage Enterprise Management is a real-time integration link. Today in this blog, we will go through steps to implement the real-time changes from Sage X3 to Sage CRM. Once this part is implemented Sage X3 user can create/update below entitles records from Sage X3 to Sage CRM on real-time… Read More: Implementing Real time synchronization from Sage X3 to Sage CRM… »
In one of our earlier blog we have discussed how, “To Print Sage 300 invoices within Sage CRM”. New stuff: Identifying Screen Mode in Client Side API Now in this blog we are going to discuss an out of box feature that we have added to send Sage 300 Invoice in PDF/Word format to customer. Recently… Read More: Send Sage 300 Invoices to Customer from Sage CRM »
GUMU™ for Sage CRM – QuickBooks integration link is an external bi-directional link which synchronizes data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are various number of Synchronization processes. Today in this blog, we will walk through the process of syncing address from Sage CRM to QuickBooks customers using… Read More: Synchronize Contact between Sage CRM-QuickBooks using GUMU Integration »
GUMU™ for Sage CRM – QuickBooks integration link is an external bi-directional link which synchronizes data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are various number of Synchronization processes. Today in this blog, we will walk through the process of syncing address from Sage CRM to QuickBooks customers using… Read More: Sync Company Address from Sage CRM to QuickBooks using GUMU™… »
In our earlier posts, we had explained number of Sage CRM Client Side techniques that can be used to customize Sage CRM Screens, Grids, and Fields etc. In this blog, we will explain how to identify the mode of the screen using Client side API method. New Stuff: Display Custom Tool tips in Calendar Tab The… Read More: Identifying Screen Mode in Client Side API »
Tasks and Appointments of Users are displayed under “My CRM” or “Team CRM” menu in Calendar Tab. In Calendar Tab of “My CRM” user can see his Tasks & Appointments. In “Team CRM” menu, under Calendar Tab user can see the list of all the Teammates Tasks and Appointments. Now if user wants to see… Read More: Display Custom Tool tips in Calendar Tab »
The checkbox field creates a list of tick-able options. Checkbox fields have their limitation we can use them to have only 2 options. In Sage CRM If checkbox field is checked then ‘Y’ value is stored in database and if it is unchecked ‘Null’ value is stored in database. New stuff: Mass Update Territory in Sage… Read More: Convert Checkbox field to Selection field in SAGE CRM »
