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...

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 ...

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...

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 ...

by Hrayr Galoyan

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 ...

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...

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 ...

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...

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...