Sage CRM Company Screens and Person Summary screen contains distinct panels to display Company Details, Address, Phone/E-mail, and Primary Contact details. Sage CRM gives the flexibility to modify fields in these panels. Natively Sage CRM doesn’t allow to arrange Phone/Email, Address and Contact panels of our own choice. However, Sage CRM allows to customize these… Read More »
Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different types of dashboards as per requirements. New… Read More »
Sage CRM helps businesses to manage their internal communications with their colleagues as well as external communications with their clients from within Sage CRM itself. Sage CRM Communication module allows users to send information in the letter format along with predefined attachments like Quotation, Orders, etc. New Stuff: GUMU™ for Sage CRM – Sage X3… Read More »
GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Our GUMU™ integration link is now compatible with the latest version of Sage CRM v2021 R2 version. From ERP Side, it is already compatible till Sage X3 V12 version. New Stuff: Pre–… Read More »
GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The link supports multiple… Read More »
Native Sage CRM consists of Primary Entities and Secondary Entities. Sage CRM users can also create Custom entities within Sage CRM. We received customization requests from customer few days back in which they asked to rename the “Opportunity” entity to “Job”. Therefore, we thought to document it as a blog so that anyone can do… Read More »
In Sage CRM, when data is entered on Company, Person, Case, or any other custom entity screens, the record gets saved into Sage CRM when the Sage CRM user clicks on the “Enter” key on the Keyboard. One of our customers approached us and came up with a requirement that, he wants to prevent records… Read More »
In the earlier below blog, we have explained how to add customized o/E report in Sage CRM integrated with Sage 300. Add a customized O/E report for Sage CRM integrated with Sage 300 New Stuff: Sage CRM 2022 R1 UX improvements – Update territory in Opportunity, Case, Lead Groups This blog will discuss how to… Read More »
Sage CRM integration with Sage 300 allows a user to view the data from an ERP System in a CRM System. The key features of Integration include below. Bi-directional import/synchronize customers from the two systems. Ability to view order details in the CRM System of the linked customer in CRM. Import/ synchronize items in ERP… Read More »
An Email and Communication module is one of the most used features by Sage CRM users to manage and maintain customer relationships. In the latest release of Sage CRM 2022 R1, new features and enhancements have been introduced related to Email Templates. New Stuff: Sage CRM 2022 R1: Change Default Location of Log Files In… Read More »