Sage CRM – Tips, Tricks and Components
In our previous blog post, we discussed about the new features that have been introduced in Sage CRM v7.3. Here is the link. Quote Summary Screen Enhancements in Sage CRM 7.3 In this blog post, we will explain how Sage CRM administrator can add restrictions on any user for merging Quote template to word document. New… Read More »
A user often comes across business requirements where they need to create same type of orders multiple times. To avoid creating same type of orders repeatedly, users can make use of Clone Order/Quote functionality which is a standard Sage CRM functionality. To clone Quotes/Orders, users can follow below steps: New Stuff: GUMU for Sage CRM –… Read More »
One of our clients recently contacted us with a requirement, where he wanted to set the default quote/order expiry date on quote/order screen to 30 days after the current date. For this, we do not need to do any customization and it can be handled using Standard Sage CRM settings. For this, you just need… Read More »
It’s really painful when things start failing suddenly and you have to do whole lot of debugging to get them back in place. My purpose of writing tips on this blog site has always been to help you people identify and resolve the issues faster. Today I will discuss an issue I faced in Sage… Read More »
While working on the upgrade of GUMU for Sage CRM Sage 300 Order Entry Integration, we observed the below message on Quote and Order summary screens (in the blue bar) for one of the Orders. This Quote/Order is read only because of changes made in the OE Admin. Brief about our GUMU for Sage CRM-Sage 300 Order… Read More »
Sage CRM incorporates vast bunch of features that are appealing in many aspects. One of the fascinating features is the Pipeline view that provides a quick view of the current status of Opportunities, Cases, Leads, etc. based on the respective stages in CRM. This view is available under MY CRM, Team CRM tabs. GUMU Integration:… Read More »
GUMU™ for Sage CRM integration with Sage 100(MAS 90/200) ERP is coming up with new features that will give the Integration users more functionality and back office access. GUMU™ Integration has a User-Friendly Interface with Real-time bi-directional link that integrates your front and back office, as a result making changes in either of the systems… Read More »
In Sage CRM, the reference number in Order and Quote entity is auto populated and ready only field where the value in viewed only when you save the record. By default the format is “ORD-#O/#N” where ORD is constant, #O is the opportunity id and #N is the incremental number. Like all good practices, Sage… Read More »
Now in Sage CRM it is possible to arrange line item according to user preference which is useful whenever user want to send order. In Line item entry screen there will be option for entering line item Number as shown in the screen shot. After saving record it will display line item in the grid… Read More »
Need to segregate the items ordered based on Customers? Solution:In Sage CRM User will see a button called “Previous Item Ordered” where on the click of the button a popup screen will be displayed and on that screen he could see all the items that are ordered for a particular Customer on the Order Entry… Read More »