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 »
Sage has introduced inbuilt Client Side API from Sage CRM v7.2 onwards. In this blog post, we will explain how styles can be applied to Sage CRM fields by client side API. New Stuff: Restrict Users to create order if Credit Limit is exceeded Let’s consider that you want to apply style for the fields… Read More »
In Sage CRM, we can manage security access rights across the organization by using Security Profiles and Territories. Security Profile is a way of grouping users to define particular rights to them. New Stuff: Interactive Dashboard – Permission Denied Issue So in future if we need to make changes in rights then we can do… Read More »
This blog is continuation of our previous blogs “Features to manage Images through Sage CRM Part 1 and Part 2” in which we have explained the process to upload and display images on CRM screen along with Zoom In and Zoom Out functionality. Now we have developed an additional feature in the same functionality called… Read More »
Our GUMU™ for Sage CRM – QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa. Today in this blog we will go through one of the GUMU import process “Import Products”. In our GUMU for Sage CRM – QuickBooks integration link user can create and promote order… Read More »
GUMU™ for Sage CRM – QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa. In previous blog, we discussed about Import Products GUMU process. Today in this blog, we will go through Import Invoice synch process which imports invoices from QuickBooks to Sage CRM. The process for… Read More »
In earlier posts, we had explained how Interactive Dashboards can be used within Sage CRM and perform daily tasks in well-organized manner. New Stuff: Restrict Inactive Companies & Contacts when Adding a New Case Suppose System Administrator wants to perform certain activity in Sage CRM without disturbing any users. Then he can view how many… Read More »
GUMU™ for Sage CRM – QuickBooks integration is external synch utility which synch data to and from QuickBooks and Sage CRM. Today in this blog, we will go through one of the GUMU import process i.e. Import Orders from QuickBooks to Sage CRM. GUMU brings all the QuickBooks Orders in Sage CRM order entity along… Read More »
Sage CRM provides your customer care team with the ability to record customer inquiries/incidents. Few days back, we come up with requirement to restrict to display only Active Companies & Contacts to be displayed in Company and Person fields of Case Web Picker screen. New Stuff: Report Category Access to particular users in Sage CRM Now,… Read More »
Reporting is very essential in any business process as it gives clear picture of ongoing work in an efficient manner. Sage CRM also provides Reporting feature and security structure. New Stuff: Sage CRM and Sage 300 ERP Integration Part-3 In Report section, you can see many Reports Category are available and each Report Category will… Read More »
