Sage CRM – Tips, Tricks and Components
We know that SDATA is an API designed to make integration with Sage 100 smoother and more straightforward. By using XML as its primary data format, SDATA enables different systems to easily exchange information with Sage 100 through structured messages. The API also allows other applications to access and integrate data in real-time. However, the… Read More »
Sage CRM’s Favourites feature allow users to mark all primary entities record as user’s favourite record and access them easily from user Favourites list. Users can also mark record from custom entities as Favourites. But have you ever have faced any error while accessing a Custom entity record from Favourites list? New Stuff: How to… Read More »
In our previous blog series, we discussed about installing and configuring Sage 100 SData. In this blog, we will discuss about creating a gadget in Sage CRM which will display Sage 100 AR invoices from Sage 100 in Sage CRM using SData. New Stuff: Displaying quantity on hand information in Sage CRM in GUMU for Sage CRM… Read More »
In our last blog, we have gone through how we can install SData option in Sage 100. Today in this blog we will discuss how we can configure and provide permissions which are required for Sage 100 user so that we can use it in Sage CRM. New Stuff: Switch between Opportunity and Order/Quotes in Sage CRM By… Read More »
Currently, there is a various option through which we can read/write data externally to Sage 100 like Sage 100 BOI, Web services and SData option. In the next couple of blogs including this one, we will discuss how we can install, configure and use SData in Sage 100 to use it in Sage CRM for… Read More »
In earlier posts, we had explained how Interactive Dashboards can be used within Sage CRM and perform daily tasks in well-organized manner. New Stuff: Restrict Inactive Companies & Contacts when Adding a New Case Suppose System Administrator wants to perform certain activity in Sage CRM without disturbing any users. Then he can view how many… Read More »
Recently one of our customers came up with a requirement to display the Company Entity data into an Opportunity Entity in SageCRM.com. It is little bit tricky to display data in an Opportunity entity as one can use only Client Side Script to perform any operations in SageCRM.com. New Stuff: Validate Email Addresses using Sage CRM… Read More »