World has become a Smart Phone world nowadays. The number of active smartphone users around the world has already topped 1 billion according to a global research and consulting firm. That number is only increasing. Considering this, it has become immensely important for business applications to go mobile nowadays. GUMU: Promote Orders in Real-time to Sage… Read More »
Company is at the center of all the entities in SageCRM. Whatever data is entered, exported all relates to Company records in some way or other. Considering this fact it becomes very necessary that the Company records are maintained properly in CRM. The New Stuff: Implementing Password Policies in SageCRM SageCRM has already provided some… Read More »
Come Meet the Greytrix Team Exhibiting at Sage South Africa Annual Conference Sage Insights 2014 from Thursday 6th – 9th February 2014. Our Sage CRM session on Friday 7th February, 2014 10h45 – 11h25 End to end customer management with Greytrix Service CRM verticals: Service Management, Survey Management and Customer Portals for Sage CRM – With strong capabilities of… Read More »
Web service API in Sage CRM 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, update, or delete records… Read More »
Outbound e-mails and inbound e-mails are essential for any CRM. When you use CRM it becomes essential that inbuilt email editors and settings are configurable to support standard as well as custom modules. The New Stuff: Download Documents from Self-service site In SageCRM we have outbound email configurations like below. This works perfectly when sending… Read More »
Implementation of SageCRM most of the times contains the two majors tasks, one is the actual implementation-configurations and other is Customizations. Whenever we implement SageCRM we must draw clear line as to what can be done by standard and what needs to be customized so that we never overshoot our implementation runway and crash land… Read More »
Most of the new modules of Sage CRM work on DOT NET (.NET) API technology like Relationships tab. Users are given a provision to create API DLL’s for your custom entities. The overall working remains the same where we add the DLL’s in CustomDotNet folder and call the methods from CRM blocks. However while dealing… Read More »
In Sage CRM, we have Match Rules defined for Company to restrict users from entering duplicate company records. Basically it is defined on Company Name field. Please refer below screenshot. The New Stuff: Migrate communications from Goldmine to Sage CRM Suppose we want to add another field for e.g. “Company Registration” for Company dedupe then… Read More »
Most of Sage CRM Modules are flexible enough so that relevant customizations can be configured without doing much of scripting. In this blog I will discuss one such configuration for Search Select Advanced (SSA) field. By default Sage CRM displays 50 records in SSA field drop down and then it displays the message Too Many… Read More »
As per the basic principal of sales we try and convert all the Leads to Opportunities. The basic agenda of the system is the faster processing hence the most important thing is data must be populated automatically wherever required. When Lead is converted to an Opportunity, the relevant details entered at Lead level must be… Read More »
