Sage CRM Self-service access can be given to Customer to view data related to him. Self-service by default shows Customer Cases, Opportunity etc. Recently one of our Implementation team member asked us our development team if they can display Document History of Customer in Self-service and answer is yes, it can be displayed. New Stuff: Apply… Read More: Display Sage 300 Customer Document History in Sage CRM Self… »
In our GUMU 5.2 version of our Sage 100 integration, we have introduced a new feature which enables GUMU user/salesperson to view Credit History of a particular Customer. When creating an order or a quote it is required for user to know the important information like credit limit, A/R Balance, Remaining amount, etc. of the… Read More: View Credit history real-time in Sage CRM using GUMU »
We are continuing our blog series on our CRM migration services. In our last blog, we discussed about the CRM migration services offered by Greytrix in GUMU for Salesforce to Sage CRM Migration Here, we are going to see the how Salesforce historical communications are migrated in Sage CRM as completed Communication. In Below images,… Read More: Migrate Communications from Salesforce to Sage CRM »
