Today’s business ecosystem is highly competitive, and believe it or not, it is this competition that forces enterprises to innovate. Competition encourages change which will distinguish your enterprise from others through technology, product alterations or by improving the customer experience. If your organization is one of the several companies offering similar product, you […]
In our last blog, we have gone through Synchronization setting in GUMU for Sage CRM – Sage 500 Integration features of our GUMU for Sage CRM – Sage 500. Today in this blog, we will discuss about how to Restrict Sage CRM user from accessing Sage 500 integrated data through Security Matrix features of GUMU Integration.
GUMU™ for Sage CRM – Sage 500 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 500 to Sage CRM and vice-versa . In our previous blog post, we discussed about creating additional Contacts and addresses in Sage 500 ERP from Sage CRM. Similarly, user can […]
As and when a report is fetched from Sage CRM which include chart then it will display chart on first page and data in subsequent pages. Sometimes, this way of displaying report to business users may not look attractive and it will eliminate the purpose of report.
New Stuff: […]
As we know, Sales process is driven with the help of Lead, Opportunity, Quotes and Orders. And, to generate quotes and orders, we link the products and their prices in Quotes and Orders tab against Opportunity. This Quotes and Order functionality also comes with a feature wherein we can apply discount to an […]
In our previous blog we have discussed about configuring our integration Sage X3 version 7. In our GUMU™ Integration, user is allowed to create additional contact and Address before promoting a customers to Sage X3. Once the customer is promoted to Sage X3, user will not be able to create Additional Address or […]
While doing the User Acceptance Test (UAT) with customer, he requested us to freeze the tab group whenever users move screen in upward and downward direction. Here, we are talking about the several tabs shown on summary record of lead, company, Opportunities, etc. See below screenshot.
To make this working, below is […]
Create a custom page and add the below code to […]
In our previous few blogs we had discussed about migration of various source CRM date to Sage CRM in which Act! is one of our Source CRM. Migration process starts after restoring the Act! backup provided by customer. In below blog we will discuss about how to take backup of Act! database.
GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa . Today in this blog, we will discuss about troubleshooting tips for resolving error message related to Zip Code while promoting company from Sage CRM to […]