By far we all know that by using Sage CRM, we can manage and maintain the Sales process in very efficient manner. Different entities such as Lead, Opportunity, Quote, Orders etc. falling under the Sales process makes it very appropriate from the Business point of view. Since every sales process ends up at the costing… Read More »
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 »
In our recent blog posts, we have talked about the new features introduced in Beta version of Sage CRM 7.3. Today we will talk about the new features introduced on Quote Summary screen of Sage CRM v7.3. New stuff : Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration New buttons have been added to… 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 »
Need to access your Sage 100 data real-time “On the GO” anywhere, anytime even when you not on your network? With GUMU Sage 100 integration installed now there is no need to be on Network, no need to be at the office or Home with your Laptop. You can access it on the go, whenever… Read More »
While using GUMU™ Integration for Sage CRM-Sage 100 (MAS 90/200) ERP, Salesperson could only create Quote and Order for linked customer by using Sage 100 products and pricing with information such as Tax Schedule, Salesperson, Shipping Method, etc. In some cases, users/Salesperson may also want to create Quote/Order for Non- Link customers/Prospects (CRM companies not… Read More »