Sage CRM – Tips, Tricks and Components
In previous blog, we had explained how to display additional information on Calendar screen of Sage CRM Mobile App. In this blog, we will discuss how to customize Company screen to add new fields in Sage CRM Mobile App. New Stuff: Display Additional information on Calendar screen of Sage CRM Mobile App Consider you need… Read More »
In my previous blog, we have explained how an extra information can be displayed in Appointment section of Calendar tab of Sage CRM Mobile Theme. In this blog, we will explain how to make Business Email field as Optional. New Stuff: Display Additional information on Calendar screen of Sage CRM Mobile App In Sage CRM… Read More »
This blog is in continuation of my previously written article where I have explained you detailed steps to troubleshoot issues faced within Sage CRM mobile application. You can go through the link added below for your reference. Today I will discuss one more such issue I faced recently due to silly configuration mistake of default… Read More »
Hello Everyone! 🙂 As we all know, Sage CRM is getting enhanced day by day with its advanced level features as well as easy to access facility. And in today’s world when it comes to portability, product which could be accessible through mobile apps is one of the main requisite in demand. Sage CRM has… Read More »
In the previous blog, we had explained how to add custom entity find screen when accessed through Sage CRM iPhone. In this blog, we will explain how to add custom entity New screen to Sage CRM iPhone. Let’s consider an example: Sage CRM has a custom entity Project and you wanted to add new project… Read More »
Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus. Let’s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find… Read More »
In Sage CRM on-premise version, it has an ability to select Company and Persons while creating Cases, Opportunities, and Communications. But when Sage CRM is accessed using mobile devices like Android, Tablets etc. entry screens does not show the Company and Person SSA fields. Refer below screenshot. New Stuff: Rich Text Editor on Multiline Text fields… Read More »
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 »
Greytrix has been zealous to provide an Integration solution, which would help Salesperson/Users to have real time business information on their fingertips. With new enhancement to our GUMU™ Integration Solution “GUMU™ for Sage CRM-Sage 100 ERP”, Sage CRM User/Salesperson visiting to a client can look into his/her client’s history in the Sage CRM system before… Read More »
Greytrix has been zealous to provide an Integration solution, which would help Salesperson/Users to have real-time business information on their fingertips. With new enhancement to our GUMU™ Integration Solution “GUMU™ for Sage CRM-Sage 100 ERP”, Sage CRM User/Salesperson visiting to a client can look into his/her client’s history in the Sage CRM system before he… Read More »