When it comes to progressing workflows, updating values in any entity of CRM Tracking is very much necessary. Being business software CRM handles very delicate data and we cannot afford anybody to just go and change anything. Hence the Tracking functionality has been provided by SageCRM out of the box. The New Stuff: Checklist for… Read More »
In earlier versions (Sage CRM v6.2 integrated with Sage Accpac v5.5 and v5.6), there was Order / Quotes tab which had an ability to create orders from an Opportunity. However in the newer versions (Sage CRM v7.0 with Sage Accpac v6.0), Quotes and Orders are created through the Quotes and Orders tabs (SWT screens) which… Read More »
Being a SageCRM technical/functional support engineers we face range of issues related to SageCRM customizations, configurations, coding, upgrades etc. New Stuff: GUMU™ Sage 100 Tips – Creating additional contacts from Sage CRM to Sage 100 We have seen whenever there is a challenge, many of us start googling for a solution or start browsing SageCRM… Read More »
Sage 300 ERP tracks the pending payments in a nice and detailed manner. However when it comes to follow ups, ERP and accounting guys will do it but what would be an more efficient way of doing this? We have customized Sage CRM communications module to track these pending payment follow ups in CRM. The… Read More »
On a regular basis, a User may insert a large number of records (Company / Person) in Sage CRM. Sometimes there is a possibility that those records might get duplicated in Sage CRM. Though Sage CRM has an option to merge company and person data, but that is a manual process and requires human intervention.… Read More »
Few days back while checking Sage CRM Community forum, we came across a question – Why does Sage CRM show 2 solution entries in Sage CRM ‘Find’ screen instead of one? Coming Soon: GUMU for Sage CRM – Sage ERP X3 Integration ~ Real-time, Bi-directional This find menu options are displayed by using find Tab Group. To… Read More »
While working on the upgrade of GUMU for Sage CRM Sage 300 Order Entry Integration, we observed the below message on Quote and Order summary screens (in the blue bar) for one of the Orders. This Quote/Order is read only because of changes made in the OE Admin. Brief about our GUMU for Sage CRM-Sage 300 Order… Read More »
Sage CRM allows us to customize Lists, Grids, and Screens in such way that with little bit of a trick; Sage CRM users can add data security. Data security can be provided at various levels for an entity, for screens, tabs or at the field level. In this blog, we will explain how security can… Read More »
Error: Generally this error occurs when we try to do any administrative changes in Sage CRM. For e.g. changing in Administration -> System -> System Behavior Reason: Administrators can see the Administration tab. However if the IIS authentication is not configured correctly the error might occur while changing any configurations. Setting Application pool identity will utilize… Read More »
In our previous few blogs, we had discussed about how GUMU migrates ACT! Data like Contact, Company, Notes and Opportunity to Sage CRM. Here we will discuss about how ACT! History and Activity can be migrated to Sage CRM with the help of GUMU™. In our CRM Migration process History records from ACT! gets migrated… Read More »
