With the latest release of Sage CRM 7.3, Sage has introduced many valuable features which has proved very beneficial for every business sector. However, while working on Sage CRM 7.3 version we encountered an issue during lead to opportunity conversion process. New Stuff: Wrapper error in Sage CRM – Part 2 As we all are aware… Read More »
Our GUMU™ integration is a real-time bidirectional link where customers are created / updated from Sage 100 to Sage CRM on real time basis. GUMU™ integration uses the Sage CRM web services to read – write data into Sage CRM from Sage 100 on real time basis. This is done by using GUMU™ Sage 100… Read More »
GUMU™ for Sage CRM – Sage 100 integration is real time, bi-directional link and it is completely customizable. Today, we will discuss one of such useful customization where user wanted to map their single Sage CRM user with multiple Sage 100 sales persons. New Stuff: GUMU™ for Sage CRM – Sage 100 integration with AvaTax… Read More »
We keep adding new features to our products to make it more user friendly and make it fit in all situations and business scenarios. These enhancements made in GUMU™ Integration help end user in increasing their productivity with reducing data entry efforts in both systems. This time, we have added below 2 new features in our… Read More »
You might have noticed that when GUMU™ is installed for the first time, it does not open up all its functions for you. For example, if you try to import your customers from Sage 100 to Sage CRM for the first time, irrespective of the number of companies present in Sage 100, you will be… Read More »
In our earlier post, we explained how to identify the Sage CRM versions and patches installed. Here is the link for your reference. Identify Sage CRM version and its patches New Stuff: Validate Email Addresses using Sage CRM Client Side API In this blog, we will explain you how to identify the Sage CRM Cloud version.… Read More »
Recently one of our customers came up with a requirement to display the Company Entity data into an Opportunity Entity in SageCRM.com. It is little bit tricky to display data in an Opportunity entity as one can use only Client Side Script to perform any operations in SageCRM.com. New Stuff: Validate Email Addresses using Sage CRM… Read More »
In our earlier posts, we had explained how Email Addresses and Phone Numbers can be validated by adding JavaScript code. However Sage CRM Client Side API Library methods can be used to validate email. New Stuff: Apply Caption Properties using Sage CRM Client Side API Kindly allow me to elaborate in more detail. Consider you need… Read More »
In our earlier posts, we had explained number of Sage CRM Client Side techniques that can be used to customize Sage CRM Lists, Grids, Fields etc. In this blog, we will explain Sage CRM field Caption Methods/Properties controlled by Client Side API. New Stuff: Highlight All Grid Rows in Sage CRM v7.3 Sage CRM Client Side… Read More »
In Sage CRM, Users can export a list of companies or other standard primary entity data based on a Saved Search. We have this option available on standard find screen for all primary entities. New Stuff: Adding Documents Tab to Leads in Sage CRM 2014 R2 Upon clicking Export to file button highlighted above in screen… Read More »
