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All Tags » Sage CRM ( RSS)
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One of our creative SageCRM admins created a custom entity in SageCRM 6.0 and was successfully using that entity for over a year. Just recently one of his unrestricted users started getting the following error every time he tried to enter a new entity
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After a recent import into SageCRM we noticed the Person table did not reflect the same Account Manager when those people are in the same Company. We decided to update the tables in SQL rather then rerun the import and risk overwriting any new data
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Usually I blog on SalesLogix but today I want to give everyone a heads up on using Windows Authentication in SageCRM
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Import data into Sage CRM
I blog often about importing, and today I am going to blog about importing into SageCRM.
When you import, make sure that your data is very clean.
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This week I had the opportunity to create some Key Attributes for a client. Before creating Key Attributes, make sure you understand the format and how to report off of Key Attributes. The reporting is a bit different than reporting off of fields that...
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One of my clients this week wanted to associate multiple Companies with an Opportunity. After a little research on my part, I was able accomplish this. The functionality actually exists within the existing program. First you need to go into Customization...
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I was working with a Client this week on SageCRM.com, and though this product looks similar to SageCRM when looking at the interface, there are several very large differences when you take a closer look. In SageCRM you have an area for High Level User...
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