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 »
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 »
Sage CRM can be customized for reducing the data entry task by setting default values in some fields while entering data. There is an option of automating the task of feeding in same data in several records by Setting default values in Sage CRM. GUMU Sage 100 : Creating Order with existing Opportunity in GUMU… Read More »
Need to Know the “Best Practices for Integrating Third Party Apps with Sage ERP X3″ – Read Below. Data in a list format is easily readable and also more organized and presentable. Data for e.g. staff working on a particular project, or different products used by a particular customer have more than one item to… Read More »
Few days back we had observed a strange logout in Sage CRM; showing an IP Address mismatch on the screen instead of Sage CRM login screen.After some investigation, it was found that this happens if the IP address of Sage CRM server changes. At our workplace, the IP address of Sage CRM server was changed… Read More »
Come Meet the Greytrix Team Exhibiting at Sage South Africa Annual Conference Sage Insights 2014 from Thursday 6th – 9th February 2014. Our Sage CRM session on Friday 7th February, 2014 10h45 – 11h25 End to end customer management with Greytrix Service CRM verticals: Service Management, Survey Management and Customer Portals for Sage CRM – With… Read More »
Sage CRM system is an easily configurable and adaptable in most of companies as it manages customer information in an organized manner. Due to this fact, Sage CRM can be used across any industry to manage business processes. Some business processes are simple and straight forward where plain vanilla Sage CRM can be used with… Read More »
Sage CRM was installed 3 months back on our server for internal use and was working fine. Now our network administrators had changed password for SA account for security purpose and trying to logon to Sage CRM and get You May Need to Recreate Views Manually. (He was simply not aware that Sage CRM had… Read More »
Table Level Scripts (TLS) are an alternative method of creating SQL triggers that can be performed in Sage CRM system. Table Level Script (TLS) are used to perform various operations after inserting records, updating or deleting records in Sage CRM. To perform operations, it is necessary to fetch the primary ID of the current entity in… Read More »