Info Managers exist, particularly in larger organizations, to let you give a number of power users the ability to perform some specific system administration tasks – such as uploading templates, or maintaining currency conversion rates – without opening up the whole of the Administration area to them.
New Stuff: Make […]
In Sage CRM there is a feature called De-Duplication which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. You can customize this feature with your condition by adding field. This feature is available for Company, Person and Lead in Sage […]
Enterprises in order to improve their productivity have in place powerful systems to manage their backend and frontend operations such as Sage ERP (Sage X3 / Sage 300 / Sage 100) and Sage CRM respectively. Sage X3, recognized as the powerful ERP simplifies the core business processes of purchase history, inventory optimization, agility […]
In our previous blog, we have discussed about real time tabs in our GUMU for Sage CRM- Sage 500 integration. Today in this blog, we will go through Sage CRM side configuration of Multiple Companies.
Our GUMU allows to configure more than one company for integration in Sage CRM, that means Multiple companies can be […]
Our GUMU for Sage CRM – Sage 500 integration is real time Bi-directional Integration where records get updated from Sage CRM to Sage 500 and vice verse on real time basis depending upon the sync option. In this blog, we will discuss about the information which we are fetching from the Sage 500 on real […]
Recently we came across a request from one of our client who asked for a customization related to salesperson mapping in GUMU for Sage CRM – Sage 500 Integration. We did this customization with the functionality where the user can make use of Salesperson mapping for linking Sage CRM users with Sage 500 Salesperson. This […]
Our GUMU™ integration for Sage CRM to Sage 500 is a real time bi-directional link where any changes made to Sage CRM is updated to sage 500 on a real time basis.
In our previous blog, we have gone through […]
As we have discussed in our previous blog that we are now also integrating Vendors details. i.e.
GUMU for Sage CRM – Sage 500 ERP integration is a real-time and bi-directional link where we synchronize all the customer data from Sage 500 to Sage CRM and vice-verse. Today in this blog we will go through Sage 500 side GUMU Configuration..
Once real time scripts are implemented (Manually/Imported) in […]
In Sage CRM, On Opportunity Progress Screen we can see Create Follow Up checkbox checked which will ask user to create follow up every time user saves the opportunity progress.
New Stuff: Global Search Functionality
Here I will explain how to uncheck this checkbox to avoid creating follow up every time after adding […]
- Modify User Preferences from Info Manager user’s Login
- Make effective De-duplication search in Sage CRM
- Webinar Invitation: Bring agility in decision making by leveraging your enterprise information using GUMU™ integration for Sage CRM with Sage X3
- Integrate Multiple Sage 500 company code with Sage CRM
- Real Time tabs in Sage 500 Integration