Database backup is very essential in business environment to keep disaster recovery options open. Maintaining every day database backup is routine practise for all software friendly industries. However doing this task manually is very tedious job and involves lot of risk if someone forgets to backup. New Stuff: Sage 100 user mapping with Sage CRM… Read More »
In our previous blog, we had discussed about How to migrate Company from ACT! to Sage CRM. Going further with our series on GUMU™ CRM Migration services, this blog shall discuss about how one can migrate contacts from ACT! to Sage CRM through GUMU™. GUMU™ migrates ‘Contact’ records from ACT! as ‘Person’ in Sage CRM. ‘Persons’… Read More »
We are continuing our blog series on GUMU Migration services. GUMU™ for Sage CRM –Goldmine is wizard driven utility that converts Goldmine’s User, Company, Contact, History, Pending, Notes and Opportunity into Sage CRM. Here we shall discuss about how Goldmine Companies are migrated to Sage CRM using GUMU™. Company records from Goldmine are migrated as Sage… Read More »
Sage CRM provides us Merge Company features for Company entity. When Merge Company is merged, Source Company gets deleted and all of its Cases, Communication, and Opportunities are moved into the destination company. New Stuff: Mail Merge and CRM Performance Since the merged company gets deleted, one cannot identify Companies which are merged in Sage CRM.… Read More »
SageCRM has always been open for good lot of client side customizations for the fields added on several blocks like Lists, Screens etc. When it comes to client side screen customization one thing that comes to our mind is the EntryForm and so is the old way of referring field objects. var oField = document.EntryForm.<field… Read More »
Hi guys, I had discussed a method to remove the Send E-mail button from the email screen through my below post Related Post:Remove send e-mail button from e-mail screen and use send using outlook only With this post I will explain the other way around I.e. how you can get rid of Send using Outlook… Read More »
Recently, my IT guys upgraded all the workstations with windows 7 and at the end of all this I again had to install each of the CRM to bring my machine up and running for further development. Then I started installing CRM 6.1 for one of the client and at very first stage got stuck… Read More »
For major primary entities in Sage CRM such as Cases, Solutions, Opportunities, Leads, Campaigns, Companies, People we can create workflow in SageCRM. Workflow is the way of schematically progressing the work on any entity. In this blog, I will explain how we can disable the entire Workflow itself for any entity. Follow the below steps… Read More »