Sage CRM – Tips, Tricks and Components
Our GUMU for Sage CRM – Sage ERP X3 integrates Sage ERP X3 system with Sage CRM on a real time, bi-directional basis. In our last post, we have gone through how to configure our GUMU from Sage ERP X3 side. In this blog post, we will go through ‘Link customer’ functionality present in GUMU.… Read More »
In today’s software world reducing number of clicks is an essential task. In CRM we can have communications against all the entities. How helpful it would be; if I can provide link to parent entity on communication screen itself? This way I can go from communication find screen and then also visit the relevant entity… Read More »
In the Sage CRM version we found that Sage has done away with the Pers_PhoneCountryCode, Pers_PhoneAreaCode and Pers_PhoneNumber fields for phone and Pers_FaxCountryCode, Pers_FaxAreaCode and Pers_FaxNumber for fax numbers which were part of the person table. Likewise, the pers_emailaddress field has been excluded from the person table. Now this data would be stored in Phone… Read More »
Is it possible to provide the hyperlink on the Custom Entity SSA field to display the Custom Entity Summary screen??? Scenario: Let’s consider the scenario as follows: Suppose you have a Custom Entity named Jobs which you have set up and working fine. Now consider that there is a Search Select Advance field in the… Read More »