Email is an efficient way to exchange information and documents. Email can be integrated with calendar tools, allowing you to schedule meetings and appointments with clients. In our previous blog we have explained, how to integrate Sage CRM with Microsoft Outlook using OAuth 2.0 for Email Inbound. In this blog, we will discuss how to… Read More: Set Actual Email Received Date while Email Import »
Sage CRM Company Screens and Person Summary screen contains distinct panels to display Company Details, Address, Phone/E-mail, and Primary Contact details. Sage CRM gives the flexibility to modify fields in these panels. Natively Sage CRM doesn’t allow to arrange Phone/Email, Address and Contact panels of our own choice. However, Sage CRM allows to customize these… Read More: Flip the Panels on Company/Person Summary Screen in Sage CRM »
Sage CRM Exchange Integration is integration between Sage CRM and Exchange Server. We can integrate Outlook with Sage CRM but, it requires outlook plugin installed at every user’s machine. Also, we need to manually file e-mails into Sage CRM from outlook. In this, users have the provision to select which e-mail has to file into… Read More: How to view Exchange Integration Logs in Sage CRM? »
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More: Migrate Contact from other CRM as Company record into Sage… »
GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. In GUMU™ for Sage CRM – Sage X3 integration, user can sync all the customers from Sage X3 to Sage CRM using Import Business Partners feature. This… Read More: Creating Additional Contacts from Sage CRM to Sage X3 »
GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Now in addition to synching of customer, we are coming up with new GUMU version where we will be adding vendor synching part as well to… Read More: Creating Additional contacts from Sage CRM to Sage 100 for… »
GUMU™ for Sage CRM – Sage 500 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage 500 and vice versa. In GUMU™ for Sage CRM – Sage 500, user can sync all the customers from Sage 500 to Sage CRM using Import customer feature. This will also… Read More: Creating Additional Contacts from Sage CRM to Sage 500 »
