Sage CRM – Tips, Tricks and Components
With the release of Sage CRM 2024 R1, various new features have been introduced. One of these is the Tags feature, which allows users to group records and generate reports based on tags. Sage CRM offers powerful reporting tools, enabling you to explore your operations more deeply and achieve unmatched levels of efficiency and success.… Read More »
Sage CRM, a leading customer relationship management solution, has recently undergone an exciting transformation with its latest release of Sage CRM 2024 R1. Packed with new features and improvements, the latest version of Sage CRM is designed to help businesses streamline their customer management processes, boost productivity, and drive growth. In this blog post, we’ll… Read More »
Using GUMU™ for Sage CRM – Sage 100 ERP integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Thus users can have a 360-degree view of customer data within both systems. Today in this blog, we will discuss troubleshooting tips to resolve… Read More »
In this blog, we are going to discuss “The troubleshooting steps to make the Node-Red service functional”. We have implemented new features in the GUMU™ integration that are operated with the help of node-red services. It’s entirely focused on the functionality of displaying Sage 100 sales data on a real-time basis. This also indicates presenting… Read More »
Sage CRM provides hyperlink on SSA fields to navigate from one context to another context with single click. This helps Sage CRM users to avoid multiple clicks. New Stuff: Change the Look and Feel of Sage CRM Grid For example, if Sage CRM user is in Case context and wants to navigate to an associated… Read More »
Sage CRM always provides configuration to change a screen level look and feel so that users can set up their screen, lists, buttons as per their requirements. It helps to build up convenience in the business process. Recently one of our clients wanted to change the color of button and text from the Sage CRM… Read More »
In Sage CRM, fields can be added to any of the primary entities. We can add fields on an entity as per the business requirement. Recently as per the client’s requirement, we have added fields on the quote grid. Fields on the quote item grid give a short description of the product. If you click… Read More »
Recently Sage has released Sage CRM v2021 R2. With every new version of Sage CRM, some new features are added that either enhances the functionality or the user interface to manage the Customer Relationship. It also helps in making the business processes smooth and trouble-free; as well as ease the system navigation thereby making it… Read More »
In Sage CRM, Dashboard is one of the most used features by users to track their Business growth and reports. Also, Sage CRM allow users to create custom dashboards and Gadgets, according to data feeds which they want to have look at from different entities. It can be in list, chart or report format. Recently… Read More »
In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities also fixed in these versions. CRM Contract Manager will helps you to store… Read More »