Sage CRM – Tips, Tricks and Components
In Sage CRM, dashboard gadgets help us to summarized data from different entities in one place and we can assign a gadget template on the basis of reports. Recently one of our clients came up with a requirement to filter the gadget that should display data on basis of the logged-in user set in the… Read More »
GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link where we can synchronize all the customer data from Sage 100 to Sage CRM and vice versa. In our previous blog we had discussed about displaying the YTD and LYTD sales data using import custom fields process Today, we will discuss about… Read More »
You all must be aware of the Favourites feature provided in Sage CRM that is used to bookmark the records in CRM, just like we do in Chrome, IE or any other browsers. Marking the records as Favourites helps to keep the records handy, thereby allowing to access the records on the go. However, there… Read More »
Sage CRM provides System administrator with easy ways to add or remove fields from the system. Every screen and list in CRM draws its data from the views which are based on the SQL tables linked to a particular entity. Thus whenever a user needs to add a field belonging to a different entity, he… Read More »
Our GUMU™ for Sage CRM – QuickBooks integration link is an external bi-directional link which synchronize data from Sage CRM to QuickBooks and vice versa. Today in this blog, we will explain how to create custom fields in Sage CRM which can be integrated with QuickBooks. New Stuff: Calculate Sales Tax in Sage CRM using AvaTax… Read More »
When it comes to progressing workflows, updating values in any entity of CRM Tracking is very much necessary. Being business software CRM handles very delicate data and we cannot afford anybody to just go and change anything. Hence the Tracking functionality has been provided by SageCRM out of the box. The New Stuff: Checklist for… Read More »