The mass update function allows you to simultaneously update same fields in selected records within a group. Consider if one of Sales Person is left from Organization and System Administrator wanted to assign all of his Customers, Contacts to new Sales Person, then Sage CRM Mass Update function can be used effectively. New Stuff: How to Remove Report Category from… Read More »
Hi everyone, in this blog article I will be explaining you few important steps with regards to Sage CRM and 300 ERP integration configuration. Well, sometimes while setting up the integration on client environment we face issues which are specifically related to access violation or improper rights given to Program folders. New Stuff: How to Remove… Read More »
We may want to have Leads that has not been attended for 6 months, to be automatically marked as ‘Closed‘. The easiest way to do this, is to schedule a Job in SQL. New Stuff: Add Calendar Gadget in an Interactive Dashboard in Sage CRM One can easily check leads which are 6 months older in… Read More »
In our last blog, we have gone through Real time changes from Sage Pro to Sage CRM and vice versa features of our GUMU™ for Sage CRM – Sage Pro. Today in this blog, we will discuss how to Restrict Sage CRM user from accessing Sage PRO integrated data through Security Matrix features of GUMU… Read More »
This blog is in continuation of my previous blog wherein I have explained you the pre-requisites to be taken care of at the time of ERP installation for Sage CRM and ERP integration. Now in this article I will explain you the configurations that needs to be done regarding Web Portal and Web Deployment Manager… Read More »
By far we all are aware with the important business functionalities provided by Sage CRM in the fields of Marketing, Sales, and Service. But along with this, Sage CRM is also flexible to integrate with other ERP’s like Sage 300, Sage 100 or any other third party application. Sage CRM integrated with Sage 300 ERP… Read More »
GUMU for Sage CRM – QuickBooks integration is external synch utility which synch data to and from QuickBooks and Sage CRM. It has various system processes like Import customers, Import products, Promote customer, Promote orders etc. We can schedule these processes to automate synch functionality. Today we will discuss about GUMU™ Scheduler available for Sage… Read More »
Every Oraganization has their own rules and regulations or we can say Organization policy which must be followed by their employees. For Example, Lets say according to the Organization rules and regulations or Policy, Organization employee should not be able to access any unwanted website in Sage CRM. Sage CRM Dashboard Gadgets allows to configure… Read More »
In previous blog, we had explained how to display additional information on Calendar screen of Sage CRM Mobile App. In this blog, we will discuss how to customize Company screen to add new fields in Sage CRM Mobile App. New Stuff: Display Additional information on Calendar screen of Sage CRM Mobile App Consider you need… Read More »
GUMU™ for Sage CRM.com – Sage 50 (US) integration link is an external bi-directional sync utility which sync data from Sage CRM.com to Sage 50 (US) and vice verse. It has various GUMU processes like Import customers, Import products, Promote customer, Promote orders etc to synch data from one system to another. New Stuff: Sync Company Data… Read More »
