Sage CRM has a sophisticated security mechanism using which users will be able to access only a particular set of data records. The entire data can also be restricted to the users. Recently we have observed new security matrix added in IIS for Sage CRM v7.2. i.e. User is Logged out automatically out of Sage… Read More: IIS Security in Sage CRM v7.2 »
Sage CRM system is an easily configurable and adaptable in most of companies as it manages customer information in an organized manner. Due to this fact, Sage CRM can be used across any industry to manage business processes. Some business processes are simple and straight forward where plain vanilla Sage CRM can be used with… Read More: Modify Sage CRM field Captions in No Time »
Sage CRM user can attach and view documents from documents tab as shown below. Documents tab is available in for Company, Person, Cases, Opportunities and Communications entities. In terms of Self-services, Self-service site is designed to have Customer cases. Recently one of our customers came up with a requirement to allow Self-service user to view… Read More: Download Documents from Self-service site »
Our GUMU™ utility helps in migrating data from a number of Source CRM (i.e. ACT!, GoldMine, SLX etc) to Sage CRM as a target databases at our migration lab. Today, we will walk through the migration services for “SalesLogix to Sage CRM”. We consider “SLX to Sage CRM” as a custom migration and it is… Read More: SalesLogix to Sage CRM Migration Services »
For any application one of the most significant features that should be incorporated is to track the error generated at the run time. Trapping the error is highly important as it not only signals at the affected area but also saves time in resolving the issue. New Stuff: XML based Fusion charts in COM API Sage… Read More: How log files are maintained in Sage CRM »
Sage CRM was installed 3 months back on our server for internal use and was working fine. Now our network administrators had changed password for SA account for security purpose and trying to logon to Sage CRM and get You May Need to Recreate Views Manually. (He was simply not aware that Sage CRM had… Read More: You may need to recreate views manually – II »
Table Level Scripts (TLS) are an alternative method of creating SQL triggers that can be performed in Sage CRM system. Table Level Script (TLS) are used to perform various operations after inserting records, updating or deleting records in Sage CRM. To perform operations, it is necessary to fetch the primary ID of the current entity in… Read More: Retrieve Primary Keys in TLS »
Sage CRM Self Service allows customers to access information or request services and support over the Web whenever they want. Customers can directly receive information based on their preferences, requests, and history through self- service portal. Read our other Self-service offerings at the end of this post. Sage CRM user can export data into Excel/PDF/CSV… Read More: Export to Excel and Export to PDF functionality on Sage… »
Today we are continuing our blog series on GUMU Migration services. All the firms keep track of all its activities. In this blog, we shall discuss about a functionality of Sage CRM that allows the user to migrate Pending Records or History of records from Goldmine to Sage CRM for a corresponding Company and User.… Read More: Migrate communications from Goldmine to Sage CRM »
We are continuing our blog series on our CRM migration services. In our last blog, we discussed about the CRM migration services offered by Greytrix in GUMU for Salesforce to Sage CRM Migration Here, we are going to see the how Salesforce historical communications are migrated in Sage CRM as completed Communication. In Below images,… Read More: Migrate Communications from Salesforce to Sage CRM »
