Workflows are an integral part of Sage CRM, and we all know how crucial they are to any business that relies on them to perform their daily processes. In my experience as a consultant, there have been many times when users from client sites have contacted us to say that they...
Recently I was asked to hide the continue button on the ‘Case’ summary screen for one of our clients. As you can see in the image below, it is located on the top right corner of the screen. [caption id="attachment_651" align="alignnone" width="300"] Case summary screen with 'Continue' button[/caption] Since it was a...
Welcome to our new series on the Accsys Framework. This is a new add on product that is currently in development by Accsys Consulting and we are giving you a sneak peak on what is coming up. Sage CRM is a tool that can enhance an organizations business processes by handling...
Escalation Rules I.T. based solutions and I.T. software in general came about as a need to automate tasks. It allows businesses to focus more on their business objectives and not worry about the system that supports it. Escalation Rules allows the creation of automated tasks from notifications, setting values on screen,...
In the current competitive environment organisations rely heavily on information technology to automate business processes, streamline operations, manage resources, and even store yottabytes of data. If you’re an IT or an infrastructure manager or a small or medium size business owner looking to grow then researching about keeping your systems...
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...
