In big organizations you do not want your users to roam around in CRM to search for information hence you implement the dashboards for faster access to data. Using Interactive Dashboards it is also possible to have Main menu buttons on the dashboard itself so that they don’t have to right click on options in… Read More »
In Sage CRM, Users can use an excellent feature of “Mail Merge”, which is used to print Customer Details, Sales Order Details etc. In our previous blog, we explained how “Mail Merge can be done in Sage CRM“. However, there was no way to print current date on the Template. Well, it can be done… Read More »
Sage CRM is a license product and every license product has its expiry. However, if Sage CRM license key get expired, one can easily obtain new key from Sage Partners/Resellers. Now, the next step is to activate the License keys for Sage CRM. There are 3 ways user can change the License keys of Sage… Read More »
Sometimes Sage CRM shows a Metadata load error under Log Off button in Sage CRM. From the error message, it looks like Sage CRM is unable to load visitor table. After some research, we implicit that visitor table is available in Self-service database. Hence, we checked the Self-service configuration and found that Self-service Database server… Read More »
In our previous blog, we resolved the errors users encounter on Relationship tab. In this blog, we would be discussing on the Wrapper error in Sage CRM. The main reasons behind Wrapper error in Sage CRM are as follows: a. If multiple Sage CRM are installed on the server, then users will encounter the error message in… Read More »
In our earlier post, we explained how to “Re-install the Sage CRM component” files from within Sage CRM. In this blog, we would discuss how “to execute SQL queries using Sage CRM components”. Sage CRM components allow users to add/modify the Sage CRM screens, lists, menus, tabs etc.in a single attempt. Suppose you need to… Read More »
In Sage CRM 7.2, a new folder (js) is added under WWWRoot folder. This folder is used to store all the client side script functions which can be directly accessed in Sage CRM. Suppose you have ClientFunctions.js (JavaScript file); Till Sage CRM v7.1: One have to add the client side code in Custom Content section… Read More »
Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section… Read More »
Staying organize makes life easy! and Dashboards in Sage CRM help you to stay organized. The interactive dashboards are highly-customizable workspace, which enable users to control what information user need to be effective in his/her job. Also helps user to work with the frequently needed data in an efficient way. There are various inbuilt gadget… Read More »
In our previous blog, we discussed about “Migrate Goldmine notes in Sage CRM using GUMU” now let’s see “how Goldmine contacts are migrated to Sage CRM” using GUMU™. Primary Contact migration from Goldmine to Sage CRM; A contact is a customer, client, prospect, business associate, friend, or anyone that you want to maintain a relationship… Read More »
