Sage CRM can be customized many ways, but some time user wants to undo the changes which have been done before. Suppose some time it happed that user has created number of Group which he may need to remove if there is no longer in use. So user can also delete this Group that have… Read More »
Sage CRM and Sage 300 ERP standard integration is one of the awesome feature provided by Sage. This integration includes various functionalities such as customer/vendor information from Sage 300 ERP, invoice and order details, or even creating, editing quotes and orders to Sage 300 ERP through Sage CRM. New Stuff: Greytrix Development Services for Sage CRM… Read More »
While installing Sage CRM, most of the times we install demo data either purposely or by mistake. Demo data does help in case of product Demos, testing etc. however at the time of going live with implementation we do have to flush out the same. GUMU Sage CRM Integrations: Sage 100 ERP | Sage 500… Read More »
In Sage CRM we have an option to view the records we have recently visited using Recent button. When we delete a record in the custom entity the instance from the recent list is also deleted. But has anybody come across the below error in CRM when accessing a record from Recent List. This error… Read More »
CRM follows a nice procedure of soft deletion of records for all the tables to maintain the consistency of the data. It also has a confirm delete functionality wherein when any user deletes any entity record he is redirected to new screen with Confirm Delete button. When we design custom entity through wizard, we get… Read More »
They say “Necessity is the mother of invention”. We, at Greytrix just found out how. This happened when we were in the process of developing GUMU for Sage CRM – ACT! migration. For the benefit for those who have heard this for the first time, the product enables the users to migrate data from ACT!… Read More »
Want to search for duplicate entries for Email records? Need a routine to get rid of duplicate entries? Solution:We have a workaround which can easily search for duplicate Emails for the person. Also it will allow the user to delete the Email Addresses which are repeated. We will provide a new Tab named “Searching for… Read More »
Need to delete Product Records? Solution:We can provide a new Button named “Delete” button in product entry screen. When any particular product summary detail page is opened, in that screen this button will be available. On clicking that button it will easily delete record.