Social media enables us to build stronger relationships with customers. This allows us to gain more information about our customers and their business needs. Sage CRM 7.2 has various social media integration features. LinkedIn is one of the social media which is not completely integrated yet. Though some features are added. Below are some of… Read More »
In today’s world information exchange has become immensely easy with the help of World Wide Web. At the same time companies are also thinking of saving costs on server maintenance through Cloud Computing. Sage has helped this trend by making fully functional Sage CRM available on cloud through www.sagecrm.com. Anyone who follows the standard processes… Read More »
In the previous blog, we had explained how to add custom entity find screen when accessed through Sage CRM iPhone. In this blog, we will explain how to add custom entity New screen to Sage CRM iPhone. Let’s consider an example: Sage CRM has a custom entity Project and you wanted to add new project… Read More »
Sage CRM v7.2 has introduced a new feature in client side scripting library which helps to customize Sage CRM as per our needs. Recently we came across similar features that can be used to control Sage CRM tabs. New Stuff: Increase the size of Search SQL text Let’s consider an example where the user wants… Read More »
In our earlier blog, we had discussed how reports styles can be changed to get impressive reports in Sage CRM. https://www.greytrix.com/blogs/sagecrm/2014/09/12/get-impressive-reports-by-adjusting-report-styles-in-sage-crm/ New Stuff: Include your Company Logo in Sage CRM Reports Going further, in this blog, we will explain how Report Header, Details and Title etc. can be formatted as per requirement. In Sage CRM, Reports… Read More »
Sage CRM has reporting feature which allows one to represent data in rich graphic and interactive graphs. Reports data can be exported into PDF and Excel formats. These reports can be further customized as per business requirements. In our previous blog, we had explained how images can be embedded into Sage CRM reports. https://www.greytrix.com/blogs/sagecrm/2013/10/07/showing-images-in-sage-crm-reports/ New… Read More »
Our GUMU for Sage CRM – QuickBooks is a third party add-on where it integrates QuickBooks and sage CRM. It is a batch utility where it imports all the data to and from Sage CRM and QuickBooks. In this blog we will go through the steps to configure GUMU integration. New Stuff: Real Time Tabs… Read More »
Earlier Sage CRM versions were based on the Frames. However these frames are removed in Sage CRM v7.2. ASP Page Customizations and Client side customizations are the areas that are affected in Sage CRM v7.2. New Stuff: Codeless Customization: Add Custom Entities New Screen when accessed through iPhone We have observed similarly affected area when… Read More »
Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus. Let’s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find… Read More »
We helps in migrating data from a number of Source CRM (i.e. Act!, GoldMine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration lab. Today, we will walk through the migration services for “Salesforce.com to Sage CRM”. New Stuff: Migration of Act! Groups in Sage CRM We consider “Salesforce.com… Read More »
