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Celebrating the Secret to Successful Partnerships

by Brian Terrell

Recently, I had supper with the CFO of a $100+ million dollar manufacturing company and their Sage Channel Partner. Our dinner party represents a partnership of three companies working together since 1999 on various automations to tailor Sage 300 ERP to the exact needs of the manufacturer. The group clearly has been successful together, and all parties benefit greatly by it. The...
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On September 8, 2014 in General, Success Stories [Post:by] Comment 0
Tagged With: automation, Sage 300 ERP, Sage CRM, Intacct / 2413 Views

Using Sage CRM List Gadget to Display IC Items from Sage 300 ERP

by Kristi Feng

Last week we helped a client create a “find page” in CRM to look up Sage 300 ERP Inventory quantities.  Our client only has one Sage 300 ERP company, so we first created a view in CRM with the fields we need. Then we setup a new table connection to the view to create a new list and blocks for the find screen. After we finished the project, I went to make the data ...
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On August 4, 2014 in Integration [Post:by] Comment 0
Tagged With: customization, inventory control, list gadget, Sage 300 ERP, Sage CRM / 2951 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 / 3619 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 / 3453 Views

Editing Attached Documents Directly in Sage CRM

by Hrayr Galoyan

Did the Edit Attachment button disappear from your Sage CRM?
 


There are multiple reasons you could loose that functional...
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On June 18, 2014 in General [Post:by] Comment 0
Tagged With: Internet Explorer, Sage CRM / 2975 Views

Customizing Sage CRM for a Client

By Emma Tsai
Recently, we worked on several small Sage CRM customization projects for our client, who is in the housing service industry. Here are two examples of them.
Lead Staging Button
We made a button called “Lead Staging” on a Sage CRM page to launch a batch file on the client (the user’s machine). The batch file copies an MS Access program from one of their network drives ...
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On June 9, 2014 in Development [Post:by] Comment 0
Tagged With: customization, MS Access, Sage CRM / 2211 Views

Customization Project for Sage CRM

by Emma Tsai

Recently, we provided staff augmentation services to a housing service company. We had a Sage CRM developer working on several CRM customization projects that support their special operational needs for their student housing account management. One of the most current projects is to pull the application information from their existing housing website and upload them to Sage CRM and t...
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On May 7, 2014 in Development, Project Management, Success Stories [Post:by] Comment 0
Tagged With: application development, customization, Sage CRM / 2261 Views

Sales and Project Management Using Intacct and Sage CRM, Part 2

by Hrayr Galoyan
In a previous blog post, I began explaining how to manage projects using Sage CRM and Intacct. Here are the next steps to take:

Step Three – Follow-up

In the most cases, clients let us know if they approve the project. The problem is, if the client decides to not proceed with the project, we usually don’t know about it, but the opportunity continues sitting in our ...
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    On April 16, 2014 in Development, Integration, Project Management [Post:by] Comment 0
    Tagged With: Project Management, Sage CRM, Intacct / 2317 Views

    Connecting Sage CRM Company with Intacct Customer ID

    by Kristi Feng
    Last week, I decide to check into how to use Intacct Web Service API to show Intacct Customer data in Sage CRM using classic ASP. I want to show the Name, Terms, and Total Due Amount from Intacct on a new tab under a Sage CRM company. To do this, there is a need to store a common code between the two systems. I added a new field under Sage CRM Company to store the correspo...
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    On April 14, 2014 in Integration [Post:by] Comment 0
    Tagged With: Intacct, Integration, ASP, Intacct Web Services API, Sage CRM / 8258 Views

    Creating Custom Automated Emails in Sage CRM

    by Emma Tsai
    Recently, we have been working on a customization project for Sage CRM. The client is in the housing service industry and would like us to modify their existing CRM to support their special operational needs for their student housing account management. One of the requirements is to automate the process of creating Red Flag email as well as updating some fields after the email is sent...
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    On April 7, 2014 in Development, Success Stories [Post:by] Comment 0
    Tagged With: Customization, Sage CRM / 3187 Views
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