Dashboard is a visual representation that gives executives a quick and an easy way to view their company’s performance and an overall view of business. Customization, drill-down to details, visibility of trends and data freshness. Greytrix and Sage ERP/CRM The perfect combination for clients across various industries in India In this post we will be… Read More: Create Linked Gadgets to get related information on CRM Dashboard »
Sage CRM allows us to create simple dashboards for key insight into the business and to track performance. Aggregated data from Sage CRM like databases and spreadsheets can be easily shown on the dashboards with visual representation. In this blog, we would like to explain how to create simple dashboards using Saved Searches. GUMU Sage… Read More: Get key metrics right on your Interactive Dashboard using Saved… »
Need to Know the “Best Practices for Integrating Third Party Apps with Sage ERP X3″ – Read Below. Data in a list format is easily readable and also more organized and presentable. Data for e.g. staff working on a particular project, or different products used by a particular customer have more than one item to… Read More: Listing multi-select field data in a vertical format »
Few days back we had observed a strange logout in Sage CRM; showing an IP Address mismatch on the screen instead of Sage CRM login screen.After some investigation, it was found that this happens if the IP address of Sage CRM server changes. At our workplace, the IP address of Sage CRM server was changed… Read More: IP Address mismatch in Sage CRM »
Sage CRM was installed 3 months back on our server for internal use and was working fine. Now our network administrators had changed password for SA account for security purpose and trying to logon to Sage CRM and get You May Need to Recreate Views Manually. (He was simply not aware that Sage CRM had… Read More: You may need to recreate views manually – II »
We had posted much detailed content earlier for removing buttons from standard screens using client side scripts. This is in continuation with the same. When you are customize any List or Summary screen you can find there are lots of action buttons available on right hand side; for example communication search screen. On this screen you can see Find,Clear… Read More: Remove Action Buttons using client side script »
As we all know when we implement sales processes in CRM, territory becomes an essential part of it. Territories help us to separate entities based on user access rights. For example, you may want users in the Europe territory to view all Opportunities within the USA territory, but not to be able to update them.… Read More: Setting a Territory field by default to Worldwide »
In my earlier post related to Sage CRM 7.1 – External Attendee, I had highlighted new features provided by of Sage CRM 7.1 i.e. External Attendees. Please refer below link: http://sagecrmaddons.blogspot.com/2011/03/sage-crm-71-add-attendees-for.html As we all know using External Attendees functionality we can maintain and manipulate the multi-person linked appointments very efficiently. But as per my perspective… Read More: Show External Attendees in a Sage CRM 7.1 List for… »
Adding and removing tabs to the tab-groups is and administrative tasks in CRM. As per the application security standards in CRM we can also implement tab level securities in order to avoid access of the tabs to certain user or user profiles. This is very easy and straight forward task. However CRM also provides a… Read More: Block User tab Customization »
Few days back I had a conference meeting with my one of important client. This call had been included around 8-10 members from client side working with different positions within different department and 4-6 persons from our organization. Before this meeting I was trying to create an appointment which was supposed to consist of all… Read More: Sage CRM 7.1: Add Attendees for an Appointment »
