CodePartners - Software Development - Dallas, Texas Software Development - Sage Accpac Customization - SageCRM Customization
Login
pay invoice online  |  remote assistance  |  
  • INTERNET APPLICATION DEVELOPMENT

    • Services
      • Web Application Development
      • Mobile Applications
      • Integration Solutions
      • Staff Augmentation
    • Technologies
    • How we work
    • About us
    • Success stories
    • Blog
  • MID MARKET ERP DEVELOPMENT

    • Intacct
    • Sage CRM
    • Sage
    • Sage Component Catalog
    • How We Work
    • About Us
    • Success Stories
    • Blog

Blog

CodePartners Blog

rss


Customization Project for Sage CRM

SHARE THIS
Facebook twitter linkedin Print Print
Print Email

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 to create accounts and person records by following some pre-defined rules.

In order to trigger this automated upload process, we created two programs. One is a configuration program, which is used to store SQL connection information. The other one is an upload program, and users can use Windows task scheduler to set up the time and frequency to kick off the process. 
 
When the process begins, it first determines if the account already exists in the system as a lead. If so, the program advances the status from Lead to Application and updates the various related fields on the company, person, address, etc., tables. However, if the applicant does not already exist in the system, it creates a new account and populates the company table, the person table, address, phone, etc., along with all the necessary “links.” After the process, the results populate in a SQL logging table and users see the results/summary on a custom Application Uploads screen in Sage CRM.
 
 

The customization streamlines and automates the process and saves users lots of time and effort. If you have any specific custom solution request, please contact me. 




Comments are closed.
On May 7, 2014 in Development, Project Management, Success Stories [Post:by]
Tagged With: application development, customization, Sage CRM / 1845 Views

Search

Categories

  • General (166) rss
  • Development (158) rss
  • Success Stories (40) rss
  • Products (29) rss
  • Uncategorized (18) rss
  • BTerrell Group (5) rss
  • Project Management (22) rss
  • Web Development (57) rss
  • Web application (33) rss
  • Integration (19) rss
  • Mobile Development (7) rss

Archives

  • 2015
    • January (5)
    • February (7)
    • March (6)
    • April (5)
    • May (2)
  • 2014
    • January (13)
    • February (12)
    • March (13)
    • April (12)
    • May (11)
    • June (12)
    • July (11)
    • August (13)
    • September (10)
    • October (8)
    • November (6)
    • December (4)
  • 2013
    • April (73)
    • May (22)
    • June (20)
    • July (20)
    • August (22)
    • September (19)
    • October (13)
    • November (12)
    • December (7)

Tags

.NET Accpac app development application customization application development automation Azure C# cloud components Crystal Reports customization development ERP general ledger HTML5 Intacct Intacct Platform Services integration JQuery load balancer mass update mobile development OCR Order Entry outsourcing PO pricing product development project management REST Sage 300 ERP Sage CRM software integration trigger user interface Visual Studio web application web development website development Workforce Go! .NET ACA accpac Ajax Amazon AP invoices application development Arxis ASP.NET automation Axure BTerrell Group C# Cloud computing CodePartners Constant Contact credit card processing CRM crystal reports custom software Customer Service Customization Delete team project design phase Development doc-link DRILLDWNLK ERP event Excel GLAFS Intacct Intacct Advantage Intacct Platform Services Integration Java script JavaScript jQuery Kerr Consulting LinkedIn Microsoft MSSQL Offshoring outsourcing payroll PCI compliance PCI-DSS Pivot PJC project management sage Sage 300 Sage 300 ERP Sage Accpac ERP Sage CRM Smart Rule social media software testing SQL SQL Query SQL Server staff augmentation sub-ledger success success story TFS Trouble shooting UI design Visual Studio WCF Web API web application web design web development Webinar website Windows Windows Azure XML
Email this article from Codepartners.com
Separate multiple addresses with commas(,)
To: *   Copy me
Subject:
From: *
Message:
ABOUT US / CONTACT US / NEWS & EVENTS
CodePartners / 16200 Addison Rd. STE 270 / Addison, Texas 75001 / Phone: 214-647-2611 / Toll Free: 866-647-2611 / Fax: 214-647-2612 / info@codepartners.com
© 2006 - 2015 codepartners.com All Rights Reserved.