The Grid or List in Sage CRM control helps user to view the number of records in a single glance. By default, each list shows 10 records in it and can be changed by user from the preferences tab. Users can change the number of rows being displayed in the gird by navigating to MyCRM… Read More: Flexible Grid Size in Sage CRM »
Sage CRM v7.2 has simplified the life of developers in many aspects. It has reduced the coding effort required by providing in-build functions and hence optimized the coding. In earlier version, we were using the content block to display the Information message. Now, in Sage CRM v7.2 this can be done using client side script. Let… Read More: Information and Error Message feature in Sage CRM v7.2 »
In our earlier post, we discussed general issues that we encountered “while upgrading Sage CRM- Sage 300 system”. One of our clients was facing some similar issues, while updating Sage CRM company data in Sage 300 ERP. After some investigation, we found that Web Deployment configuration is deployed using DCOM. Users can easily identify how… Read More: .NET Web Deployment for Integrated Sage CRM »
Search Select Advanced (SSA) field behaves in a specific manner for all the standard entities (Company, Person, Case etc.) in CRM. However it behaves little differently for the custom entities. Let us consider an example of a Company field to understand how this field behaves for standard entities in detail. 1. When user clicks on… Read More: SSA field behavior for custom entity in Sage CRM »
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: Document Drop Functionality in Communication tab of Sage CRM »
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: IE Compatibility View for Sage CRM »
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: Setting Time Zone before migrating data to Sage CRM using… »
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: Set Birthday reminders in Sage CRM »
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: Import Product in Sage CRM using GUMU Integration »
