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 »
GUMU™ Integration for Sage CRM with Sage 100 ERP now supports multi-browsers for Sage CRM 7.1 SP2 users. So now get more flexibility in using the integration; it does not matters on which browser User works or uses, they would always be able to use their favorite browser while using GUMU™ Integration on Multiple Browsers… Read More »
Recently I came across a requirement from client wherein I have to sort selection fields alphabetically which comprise of approximately 400-450 selection options in it. If it would have been fewer records then probably I would have done it by going into CRM and then change the order of fields at the field level. So… Read More »
While creating Sales order, salesperson require lots of information related to customer at his fingertips like item pricing, quantity pricing, customer specific pricing, costs, credit limits, credit card deposit information and most important the Sold Products. Sage has already provided this information in Sage 100 ERP (earlier known as Sage MAS 90/200 ERP), which helps… Read More »
While making system wide changes or updating certain data in Sage CRM system, users may come across scenarios wherein they need to enter ‘Administrator’ login details to proceed with the changes in the Windows XP system. This is very similar to the UAC (User Access Control) that we currently find in the advanced OS wherein… Read More »
While using GUMU™ Integration for Sage CRM-Sage 100 (MAS 90/200) ERP, Salesperson could only create Quote and Order for linked customer by using Sage 100 products and pricing with information such as Tax Schedule, Salesperson, Shipping Method, etc. In some cases, users/Salesperson may also want to create Quote/Order for Non- Link customers/Prospects (CRM companies not… Read More »
GUMU™ for Sage CRM – GoldMine migration is a wizard driven utility that converts Goldmine data into Sage CRM or Sage CRM.com. The conversion process for GoldMine data is pretty simple, thus a user friendly GUI stepwise procedure will guide users to convert all their existing information details such as Company, Contacts, Communications (Pending or… Read More »
In Sage CRM, if we create a new company or person, there is a phone and email section to store the phone and email details. This screen is designed in order to capture all the phone details that are possible. However what if some details are not required like Pager details, nobody uses it anymore.… Read More »
