Category Archives: Uncategorized

Customizing the Date field using JQuery in Sage CRM

Working with Date field values on Client side scripts has always been quite difficult task. Moreover, JQuery has taken up the Sage CRM customization to the higher level as it has wide range of built in functions as well as its syntax to manipulate DOM elements reduces lines of code which is something every developer will… Read More »

Sales site selection on Quote/Order for a Customer – GUMU for Sage CRM – Sage X3

In our previous blog, we discussed about troubleshooting steps for length exceed issue while promoting customer. New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage ERP X3 Today in this blog, we will discuss about Sites functionality in GUMU Sage CRM – Sage X3 connector. 1.We bring all the Sites from Sage X3 to Sage… Read More »

Troubleshooting – Length exceed issue in GUMU for Sage CRM- Sage X3

Our GUMU for Sage CRM – Sage ERP X3 is a real time, bidirectional link. In this blog, we will go through an Error message which user may face while using integration and it’s possible solution. New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage ERP X3 Error : In Sage CRM system which is… Read More »

Promote Order Technique and Adding new field in the process in GUMU for Sage CRM- Sage X3

In GUMU™ for Sage CRM – Sage X3 integration, we have provided with feature where user can create Orders in Sage CRM and promote the same in Sage X3 ERP. In this blog, we will discuss about technique / logic, we use in our GUMU framework in our current version of GUMU Sage CRM Sage… Read More »

Allow users to edit additional user preferences options on their own.

In Sage CRM Preferences tab is enabled for everyone and individual user can have control over the way the information needs to be displayed. User can set the display of information to better suit the way they work. Example, for sales representative user, their main interest is probably the status of existing opportunities. Using the… Read More »

Add Profile rights for User’s Parent territories and their Sibling territories.

Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. Sometime it becomes difficult to manually update each Territory security profile rights. But there is an inbuilt feature in Sage CRM where you can Mass update all Parent territories, Security profile and also there sibling territories… Read More »

Hide Reports using jQuery in Sage CRM

Sage CRM helps to manage Customer’s critical Sales, Marketing and Service activities on daily basis. Whereas the Reports in Sage CRM helps us to view the statistics of data entered in CRM in order to monitor and get an idea about the past or ongoing work; mainly used by the Management staff of an organization.… Read More »