GUMU™ Integration for Sage CRM-Sage 100(MAS 90/200) ERP has a wide range of features that are helpful and are easy to work with. In this blog, we would be discussing about working of our newly added functionality “Link Customer”.
Check now: Link or unlink Sage CRM company with existing Sage 100 ERP Customer
Previously, while using GUMU™ integration for Sage CRM –Sage 100 (MAS 90/200) ERP, users were only able to convert/promote Sage CRM Company to Sage 100 customer, but were not able to link to existing Sage 100 customer. To overcome this setback, we have introduced Link customer option. Let walk through this new feature in detail;
- Navigate to Sage CRM Company, erroneously created or not promoted to any Sage 100 customer. For demo purpose, we have created Company “LinkToMAS”.
- Go to “MAS 90 customer” tab to view “Link Customer” button.
- Click on “Link Customer” button to view Link Page with the Sage 100 customer list.
- Select the Sage 100 customer you desire to link your Company (say “LinkTOSageCRM”) and click on link button.
Note: If in case you select an already linked Sage 100 customer then it will not allow you to go ahead with the linking.
- It will ask for the confirmation and Link the Sage CRM Company to selected Sage 100 customer.
- Once Linking is successful, Sage CRM Company “LinkToMAS” would be linked with Sage 100 customer “LinkTOSageCRM” and the Customer number 01-LINK can be seen in the Sage CRM Summary screen.
- Now we can promote the previously created Order for the customer in Sage CRM to Sage 100 ERP.
About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.