Document Drop feature in Sage CRM allows users to drag-and-drop files as an alternative method of uploading attachments. It provides a short cut for linking documents, e-mails, or any type of file from another application to customer data in CRM. In addition, if a document is dropped onto the icon in any of the communication… Read More »
One of our clients was using Sage CRM 7.1 with Internet Explorer 8. Everything was fine until, a user accidentally upgraded his IE version to the latest one i.e. IE 9. After this upgrade; user was not able to login to CRM. Whenever he tried login to CRM, he was getting a message i.e. ‘User… Read More »
Time zone setting is a very essential part in CRM Migration process, as a result it is recommended to be taken care in pre-requisite well in advance. Whenever, any new records is added though CRM frontend or backend; it takes machine time zone irrespective to the Source Companies time zone. There is no screen available… Read More »
In Sage CRM, there is a wide range of different functionality. One of that useful functionality is Escalation rules that we can use in our daily basis work like setting notification for user or sending mail to client based on some criteria and many more. By using the same functionality, users can set Birthday reminders… Read More »
In our previous blog, we discussed about “Importing Customers in Sage CRM using GUMU Integration for Sage CRM-Sage 100 ERP” (formerly Sage MAS 90/200 ERP). Now, we would be explaining step-by-step process of Importing Products in Sage CRM from Sage 100 using GUMU™ Integration. Product needs to be imported to Sage CRM, as only then users would… Read More »
GUMU™ Integration for Sage CRM-Sage 100 ERP provides an easy import process for customers from Sage 100 ERP (formerly Sage MAS 90/200 ERP) to Sage CRM. Though the process is stress-free and simple, we would discuss the same in this blog. Once admin user is done with the configuration part of MAS 90/200 Administration [Including… Read More »
Sage CRM provides various feature/options to store important documents against its entities like Company, Person, Cases, etc. Few days back, we came up with a requirement of showing on-screen notification if any document is uploaded in Sage CRM by a Team member. We have even added an on-screen notification as an optional part. Notification will… Read More »
Recently, one of our clients came up with a new requirement. Requirement was to show confirmation dialog box (OK Cancel Popup), on workflow action button. Here, if user clicks on OK then it proceed further with action; clicking on No terminate the action. It will be clear, if explained the same with actual scenario. We have action button… Read More »
One fine day we found an interesting post, regarding how to remove the Type field. Type field is present on the Address Panel against the company. Removing this field is very simple but little different. Regular approach for removing this fields will not work for Type field. Thus, Follow below steps to remove and see… Read More »
GUMU™ Integration for Sage CRM (Desktop / Cloud) – QuickBooks (Desktop) is a web-based Integration making it easy to use and time saving at the same time for both front office (salesperson) and back office (accountant) team. GUMU™ Integration synchronize’ s data with help of scheduler, data is updated bi-directionally, hence Salesperson and accountants are… Read More »
