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Favorite Articles for the Week of July 18

by Joe Zhou

Here are my favorite articles I read this week:
1.       To Sync or Not to Sync
This article clarifies the role of asynchronous programming and helps you make the right decision.
2.       5 reasons why bugs still plague us
InfoWorld’s article explains why you need to spend time locking down your code.
3.  &n...
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On July 18, 2014 in General [Post:by] Comment 0
Tagged With: app design, app development, ASP.net / 2204 Views

Creating an Outbound Call List Detail for a Person in Sage CRM

by Kristi Feng

Recently, we received a request to show the number of attempts, comments, and the time the call got through for the Outbound Calls under Person’s Tab.

To do this, we will need to do the following

·         Create a new view under Administration -> Customization -> Secondary Entities -> Outbound Call Lists -> View...
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On July 16, 2014 in Success Stories [Post:by] Comment 1
Tagged With: outbound call list, customization, Sage CRM / 3475 Views

Account Beginning Balances Journal vs General Ledger Journal

by Sheila Zhang

After migrating to a new accounting system, following setting up the chart of accounts, the next step is to input the account balances into the new system. Some companies prefer to keep all account changes for previous years so they can continue to print some financial analysis reports for comparison. Others simply build up the account balances by using the end of the last day in...
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On July 14, 2014 in General [Post:by] Comment 0
Tagged With: general ledger, Intacct, Opening balance / 37068 Views

Top Articles for the Week of July 11

by Brian Terrell
Here are my favorite articles I read this week:
What do you know about the force majeure clause in your IT services contract?
This article offers some tips to help you write a force majeure clause for your IT staff augmentation deal. 
The Path to Paperless HR
Johnny Laurent shares how paperless HRMS lowers costs and increases efficiencies.
How to Identify a Quality Captive Ce...
Read More »

On July 11, 2014 in General [Post:by] Comment 0
Tagged With: contracts, HRMS, IT staff augmentation, staff augmentation / 2021 Views

Customizing Sage CRM to Track Electronic Signatures

by Emma Tsai
Recently, we worked on a project that integrates Sage CRM with EchoSign, an electronic signature solution, to help our client manage their digital documents. This integration allows users to send emails with merged documents on Sage CRM screens through EchoSign. Then EchoSign sends the documents for signatures following the specific, pre-defined signing order and manages the document ...
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On July 9, 2014 in Development, Success Stories [Post:by] Comment 0
Tagged With: customization, EchoSign, Sage CRM / 3315 Views

The Easiest Way to Test a SQL Server connection

by Derek Du

The other day I found an interesting way to test a SQL Server database connection. It is very easy, and quicker than what I usually do. For those of you who like moving pictures, here is a video tutorial.

To test a database connection, I usually make sure a port is open by using the Telnet command and then use a tool like SQL Command Line, or SQL Server Management Studio, ...
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On July 7, 2014 in Development, Project Management [Post:by] Comment 0
Tagged With: Test connection, SQL server, UDL file / 2524 Views

Nothing Enables Innovation like Technology

by Brian Terrell

I just spent over an hour with a disability insurance representative from a major insurance company who reminded me of the awful fact that I or my co-workers stand a much greater chance of suffering a disability than of accidental death.  Every IT professional plays this same role when encouraging a client to ensure the data integrity of their critical business data.  ...

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On July 2, 2014 in General [Post:by] Comment 0
Tagged With: SMB, IT / 1701 Views

Top Articles for the week of June 27

by Emma Tsai

As a Business Analyst, testing is an important part of my job to ensure that the programs we deliver meets the client’s expectation. Here are some of my favorite articles:

1.       Top 13 Tips for Writing Effective Test Cases for Any Application

The article gives you some very useful tips while writing test cases.
 
2.     Softw...
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On June 27, 2014 in General [Post:by] Comment 0
Tagged With: application development, web development, software testing / 1989 Views

Working with Accrual and Cash Accounting Systems in Intacct

by Sheila Zhang
When working in Intacct, if a company sets its accounting method as “Accrual and Cash,” Intacct provides both accrual-based and cash-based financial reports. 
 
To do this, Intacct needs to setup three types of journals – Accrual only, Cash only,...
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On June 26, 2014 in General [Post:by] Comment 0
Tagged With: cash, journal, accrual, Intacct / 7911 Views

Smart Event Logging

by Joe Zhou
Smart Events are events that get triggered when certain conditions are met. Once a Smart Event is triggered, an email gets sent out or an HTTP post gets made to an external web application. Does Intacct provide the ability to record all actions regarding an object? The answer is "yes, but with some additional effort." Another kind of Smart Event called Smart Events Logging can just do ...
Read More »

On June 23, 2014 in Web Development [Post:by] Comment 0
Tagged With: Smart event, Intacct / 3007 Views
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