Gathering user requirements is generally acknowledged to be one of the most important stages of a CRM project. However, unearthing what users need from such a system can be difficult, if there is little guidance in the process (either from experienced, internal stakeholders or external consultants). The following tips come from...
Sage CRM allows users to customise which screen should be displayed by default, when they login.But what if you want to login to a custom screen (e.g. an ASP file)? In that case, you need to: Open the following file for editing \CRM\WWWRoot\InteractiveDashboard\InteractiveDashboard.asp Put in a Javascript redirect for the page you would...
More specifically, this information is usually intended to be outputted as an additional column, in the Opportunity pipeline screen. [caption id="attachment_408" align="alignnone" width="300"] How the "Days in Stage" column appears in the Opportunity pipeline.[/caption] To do this, you'll need to: Modify the database view used by the Opportunity pipeline. Create a translation. Add the new...
Sage Business Solutions Australia has recently released the Sage Australia Business Index 2013 which highlights many valuable insights gleaned from their annual survey of Australian Businesses. Below is an excerpt from the study: This Sage investigation into Australia’s business confidence in 2013 confirms that business conditions have deteriorated within the past year...
Announcement of Business Name Change As our new website indicates, we have recently changed the name of our business from Longley Stapleton to Accsys Consulting. There has been no change in management and we will be providing the same products and expert services on which we have built our reputation since 1992. Our...
