Chat Rooms within Sage CRM

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 »

HTTP Error 404.17 – Not Found When upgrading .NET Framework Version

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 »

Sage CRM Mapping component to upload data from Excel

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 »

Restrict Web Sites in Sage CRM Dashboard Website Gadget

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 »

Customize Company screen of Sage CRM Mobile App

In previous blog, we had explained how to display additional information on Calendar screen of Sage CRM Mobile App. In this blog, we will discuss how to customize Company screen to add new fields in Sage CRM Mobile App. New Stuff: Display Additional information on Calendar screen of Sage CRM Mobile App Consider you need… Read More »

Tracking Sales Rep Day to Day Activities in Sage CRM

For successful Business run, it is very important to Generate Leads, Marketing and Branding of your Products, Tracking of day to day to activities of Sales Rep to improve productivity. All above activities can be easily handled within Sage CRM due to its flexibility to fit for almost all Businesses. In this blog, we will… Read More »

Troubleshooting Sage CRM’s Customized Data Upload Routine Issue – Part 2

We all know that Sage CRM is very much flexible in terms of providing new API’s to be developed and customize new things in it. Our today’s blog is continuation of our previous blog i.e. “Troubleshooting Sage CRM’s Customized Data Upload Routine Issue” in which I will explain you one such scenario that encountered during… Read More »

Pre– Requisites for installing GUMU for sage CRM- Sage ERP X3

GUMU™ for Sage CRM – Sage ERP X3 is real time bi-directional integration. In this post, we will discuss pre-requisite require for installing GUMU™ integration. New Stuff: What’s New – GUMU Customizer – I Below are the points which are require for installing GUMU™ integration. 1.  Sage X3 Web service server should be installed and… Read More »

Progress Opportunity through Dashboard

Sage CRM 7.3 is came up with a lot of valuable features which would enhance the efficiency of business users and especially in “Dashboard” area. Nowadays, reporting of a sales representative can be done with the help of “Dashboard” and having a nice informative Dashboard has become an essential thing in any application when it… Read More »

Integrate Multiple Company with GUMU™ for Sage CRM – Sage 50

Our GUMU™ for Sage CRM – Sage 50 Integration is an external bi-directional utility which can be used to synchronize customer, order data from Sage CRM to Sage 50 and vice versa. This utility can be scheduled further to automate these synchronization processes New Stuff: GUMU™ for Sage CRM – Sage 50 (US Edition) Integration… Read More »