In our previous blog post, we went through the steps to create additional addresses and contacts from Sage CRM to Sage X3 ERP. In this blog, we will discuss how to create primary Contact at Sage X3 using GUMU™ Integration.
Our GUMU for Sage CRM – Sage Pro is a real time bi-directional link which synchronize data from Sage CRM to Sage Pro and vice versa. Today, in this blog we will discuss creating or setting up the Primary person at Sage PRO ERP using GUMU™ Integration.
New Stuff: GUMU Sage CRM side […]
JQuery helps us to customize our Sage CRM as per customer needs and in this blog I will be explaining how to assign logged in Username to one of the custom tab. In our previous blog, I have explained that how we can highlight checked checkboxes using jQuery. Please refer below […]
Sage CRM has number of built in functions using which user can make most out of the system. Similarly, using client side API we can help our customers by incorporating their requirement with the help of scripting.
New Stuff: Center Align List/Grid Data
Recently, for one […]
Dear folks! Here comes one more exciting blog for you all. You all must be familiar of List/Grid in CRM. It’s nothing but tabular representation of the data present in your CRM. It contains “Rows” and “Columns”, columns starts from serial no “0” (i.e. the index value of the first column is “0”). […]
As we know that in SAGE CRM, we can link a record to Search Select Advance (SSA) field and on double click, it redirects to summary page of that record in pop up screen. But if we want to hide the details of that record from users, then we can disable […]
Sage CRM allow us to customize Lists, Grids through Client side API and JQuery. Using this we can easily change the look of a grid by applying CSS class or attributes.
By default Sage CRM does not highlight the columns header and sometimes it becomes difficult to […]
As you all know, Summary Report button is available on all Standard entities like Company, Person, and Opportunity. You can view the summarized data of all these entities in one single screen in just one click.
What if […]
Hi folks! This article is about removing hyperlinks on Quote/Quote line item grid. We know once line item has been entered in Sage CRM against Order/Quote, the same would be visible on line item grid as shown in below screenshots. Users can edit line items by clicking on product name hyperlink on individual items.
Businesses small or large employ two crucial systems in their organization for an efficient business process – Sage X3 deals with the backend operations and Sage CRM for the frontend operations. Sage X3 manages the post-order customer information. This includes purchase history, account information, shipping information and supply chain management details. On the contrary, Sage […]