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 »
Need to access your Sage 100 data real-time “On the GO” anywhere, anytime even when you not on your network? With GUMU Sage 100 integration installed now there is no need to be on Network, no need to be at the office or Home with your Laptop. You can access it on the go, whenever… Read More: Promote Orders in Real-time to Sage 100 from your Mobile/Tablet… »
As a practice we always right click on the buttons in Main Menu and go to required item. For e.g if we want to find a customer, we can right click on Find button and select Customer. Now suppose we are implementing CRM for call center where every click is the cost. We can avoid… Read More: Change the way Sub-Menus pop out in SageCRM »
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: Main Menu Items Gadget On Interactive Dashboard »
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: Print Current Date on Mail Merge Document in Sage CRM »
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: Ways to Replace Sage CRM License Key »
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: Metadata Load Error under Log off button in Sage CRM »
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: Wrapper error in Sage CRM »
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: Run SQL Queries through Sage CRM Components »
