One can easily file emails from outlook as communications in Sage CRM. However, if you get an email on your Gmail account and you wish to file it as communication in Sage CRM, then it becomes very cumbersome to re-enter the correspondence as communication in Sage CRM. To manage this in a better way, you… Read More »
In our previous blog post, we talked about the steps to Promote Quotes from Sage CRM to Sage ERP X3. Moving ahead in this blog post, we will talk about the steps to be followed by Sage CRM users in order to promote order from Sage CRM to Sage ERP X3. It is very easy… Read More »
Sage CRM is so easy to customize that some of the customizations can be configured without even scripting. In today’s post, we will explain one such configuration which allows the changing of Display format for Person SSA field. In Standard Sage CRM, Person SSA field is displayed in below format. i.e. First Name + Last… Read More »
In our recent blog posts, we have talked about the new features introduced in Beta version of Sage CRM 7.3. Today we will talk about the new features introduced on Quote Summary screen of Sage CRM v7.3. New stuff : Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration New buttons have been added to… Read More »
It is possible to add options to the selection field of Sage CRM by doing Field Level customization. But if one wants to add several options into the selection field, then it will become a cumbersome task to do. This task can be automated by doing little customizations in Sage CRM. In this blog post,… Read More »
You can control Sage CRM selection field lookup as per your convenience but it allows you to select only a single lookup at a time. But what if a user wants to control multiple lookup values? New Stuff: Lead De-duplication nice to have featured in Sage CRM 7.3 Let us elaborate with an example. Let’s… Read More »
In our earlier post, we had explained how to restrict any particular user from accessing workflow rule. Refer below link. Restricting Workflow rules to Assigned User New Stuff: Secure Documents and Communications in Sage CRM In this blog, we will explain how to restrict access on Workflow Rules based on Teams. Consider an example, where you… Read More »
Sage CRM is an user friendly crm solution in which one can customize the way they want to extract data for analysis and reporting. In this blog post, we will explain how to use Sage CRM Graphic objects to show data in Graphical mode. GUMU Sage CRM integration for Sage 100 ERP Get real-time insights… Read More »
Sage CRM allows us to customize data entry in a secured manner. Data security can be provided at various levels for an entity. In this blog post, we will explain how security can be applied in Communications and Documents. New Stuff: Creating Sage 100 ERP Primary contact from sage CRM Sage CRM standard functionality allows… Read More »
In our previous blog post, we discussed about steps for configuring GUMU for Sage CRM – Sage X3 integration from Sage CRM side. In this blog post, we will discuss about various synchronization processes which need to be run after GUMU integration is configured. Sage CRM system admin has to run below processes in order… Read More »
