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Monthly Archives : December 2016

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SugarCRM Workflow to manage client relationships

On December 11, 2016, Posted by , In SugarCRM, With No Comments

Sugar CRM is a powerful CRM suite for manage your Client Relationship B2B or B2C. Strength of this system lies in you hands, which means intellectual workflows to manage your business needs. – Create Cases and Assign to User(s). – Design Workflow, create action and triggers based on time to…

Sage X3 How to Manage Non EDI Partners

On December 11, 2016, Posted by , In Sage, With No Comments

Sage X3 Workflow Sage X3 > Parameters > Workflow > workflow Rules Perquisite: Create Business rules to outline requirements of workflow. Create Workflow rules to manage: – Purchase Order Acknowledgment: Send email to Partners as soon as orders is enter in Sage. – Line order Acknowledgement: Send email to partners…