LinkedIn is one of the most popular social networking sites for professionals, having over 100 million members from over 200 countries. LinkedIn is not only helpful for social networking, but also for searching new customers, suppliers, and vendors for your business. In today’s world it has become immensely important to track customer behavior and LinkedIn… Read More »
Sage CRM provides a very powerful and effective feature of dashboard which can be used to monitor the business processes at a quick glance to provide an instant overview of key elements of business performance. Read our other dashboard related posts at the end of the blog. In this blog, we will explain the steps… Read More »
Sage CRM can be easily configured to restrict users for certain areas, screens, tabs etc. In one of the forums we have been asked if Dashboard tab can be restricted for certain users. In the past, we have read how to restrict Sage CRM user access to GUMU Dashboard with GUMU Security matrix. Our Other… Read More »
Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution… Read More »
GUMU for Sage CRM – Sage 100 integrates customer and sales data between the two systems – Sage 100 and Sage CRM on a real-time basis. Sometimes, we do face some issues during implementation which are unique to the environment. Since these issues are system specific, it may be a challenge for the development team… Read More »
In our previous blog, we saw how can one check the options and retrieve the actual list of errors when receiving the HTTP 500 internal Error. In this blog, let us go through in each solution step-by-step to get rid of the issue – Un-check the “Show friendly HTTP error message” from browser setting. Go… Read More »
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 »
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 »
Charts make your reports, dashboards look more presentable. We have written series of blogs on charting methods throughout this site. In one of my blogs I had explained how we can create chart blocks and display them on Interactive Dashboards. Below is the link. Related Post: View GUMU Dashboard in Sage CRM using GUMU Integration… Read More »
Sage CRM interactive dashboard is a workspace which can be highly configured to control the information which we work on. We can add several types of gadgets like List, Menu item, Chart, RSS Feed, etc. on the interactive dashboard. While working with any ticket/case we need to go to summary page of that record for… Read More »