Tag Archives: Sage CRM

Sage CRM Budget Planner Is Compatible With Sage CRM 2020

In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities also fixed in these versions. CRM Budget Planner will help you to manage… Read More »

Android App Integrated with Sage CRM for an Always ON Business

With the advancement in technology and real-time data being the need of the hour, it is extremely important for the sales and service professionals to have customer or service data at their fingertips. Recently, Greytrix Android App development team has built up an Android application that provides this flexibility to sales and service teams to… Read More »

Easy Steps to Find out Field Reference in Sage CRM

Sage CRM has the ability to customize in a different way as user need. Users can add multiple fields on screen as per requirements. In Sage CRM there are different custom tables that stores data of fields, screen or list that are created. But it becomes difficult to find the field reference i.e. field belongs… Read More »

Migrate two or more company databases from any CRM to a single Sage CRM database company

Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More »

Migrate Company of a Contact that do not exist in company entity from Act! CRM into Sage CRM

Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More »

“Too Many Records” message in SSA field in Sage CRM

SSA field in Sage CRM is an important and one of the extensively used feature to link one entity with another entity. While linking one of the records we have observed that SSA field was showing “Too Many Records” message at the bottom of SSA field. New Stuff : Unable to save MailChimp Configuration in… Read More »

How Sage CRM helps in increasing productivity quarter on quarter?

Technology and advancements form a major part of an individual’s life, especially in an emerging economy like Kenya, Africa. From gazing the position of stars, moon, planets and sun to know the approximate time to the invention of watches, we have come a long way along. The major breakthrough in science was brought about by… Read More »

Troubleshooting issues with Data Upload in Sage CRM

In our earlier posts, we have discussed how Data Upload Routine works and its troubleshooting if any issues encountered during Data Upload routine. During Data Upload routine, recently we came across another issue. In this blog, we will discuss what the issue was and how it has been resolved. New Stuff: Unable to Upload File… Read More »

Troubleshoot Error – The GUMU™ for Sage CRM – Sage EM integration setup

GUMU™ for Sage CRM – Sage EM integration is a real-time bi-directional integration between Sage CRM and Sage EM enables users to access customer, invoice and order information from either of these two systems. Today in this blog, we will discuss how Sage CRM admin level user enable GUMU integration access to each Sage CRM… Read More »