Every year Sage comes up with a new version of Sage CRM with adding some new functionality, overcoming addressed issues from the previous version, changing user interface, etc. In the Sage CRM 2021 release user interface of self-service portal has also been changed. New Stuff: Sage CRM 2021 R2: Word wrapping not supported Below are… Read More: Sage CRM 2021 – Changes in Self Service Portal »
In earlier blog, we have explained how to Restrict Web Sites in Sage CRM Dashboard Website Gadget. In this blog, we will explain how to display the restricted sites in an Interactive Dashboard Gadget. New Stuff: Viewing My Opportunities on Interactive Dashboard 1) To display restricted websites in Dashboard, we need to create .html files… Read More: Notify Restricted Websites List to Sage CRM users using Web… »
Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view his Tasks, Opportunities through Dashboards. In this blog, we will explain how user can view his ongoing Opportunities in an Interactive Dashboard. New Stuff: How to control Email Forward and Reply Translations Below are the… Read More: Viewing My Opportunities on Interactive Dashboard »
Sage CRM Reporting tool is an important feature of Sage CRM which is used to create simple as well as Complex reports within Sage CRM. New Stuff: What’s New – GUMU integration is now compatible with Sage 100 2016 In this blog, we will be explaining how to create simple Sage CRM report to display… Read More: Create Simple Sage CRM report to view Opportunities generated from… »
Sage CRM provides your customer care team with the ability to record customer inquiries/incidents. Few days back, we come up with requirement to restrict to display only Active Companies & Contacts to be displayed in Company and Person fields of Case Web Picker screen. New Stuff: Report Category Access to particular users in Sage CRM Now,… Read More: Restrict Inactive Companies & Contacts when Adding a New Case »
Reporting is very essential in any business process as it gives clear picture of ongoing work in an efficient manner. Sage CRM also provides Reporting feature and security structure. New Stuff: Sage CRM and Sage 300 ERP Integration Part-3 In Report section, you can see many Reports Category are available and each Report Category will… Read More: Report Category Access to particular users in Sage CRM »
We may want to have Leads that has not been attended for 6 months, to be automatically marked as ‘Closed‘. The easiest way to do this, is to schedule a Job in SQL. New Stuff: Add Calendar Gadget in an Interactive Dashboard in Sage CRM One can easily check leads which are 6 months older in… Read More: Automatic Closure of Dormant Leads »
In our last blog we have seen How to import vendors form Sage 100 to Sage CRM using new upcoming GUMU integration. Today in this blog, we will discuss further how to promote Sage CRM Company as a Sage 100 vendor from Sage CRM to Sage 100. New Stuff: Map single Sage CRM User with… Read More: Promote Vendors from Sage CRM to Sage 100 using GUMU™… »
As you know we have been writing blogs on issues being faced while extracting reports data in excel and issues related to Dashboards not working. You can go through the links added below for your reference. Related Stuff: Error exporting reports to excel in CRM part 3 Even in today’s blog, we will be discussing… Read More: Error exporting reports to excel in CRM part 4 »
Here with this blog, I would like to explain you how Shipment and Invoice process can be integrated in Sage CRM using Sage 300 ERP Web Service. As we know Sage CRM can be seamlessly integrated with Sage 300 ERP which allow users to check the actual Inventory and pricing before sending a quotation to… Read More: Shipment and Invoice Process in CRM »
