Tag Archives: address

Flip the Panels on Company/Person Summary Screen in Sage CRM

Sage CRM Company Screens and Person Summary screen contains distinct panels to display Company Details, Address, Phone/E-mail, and Primary Contact details. Sage CRM gives the flexibility to modify fields in these panels. Natively Sage CRM doesn’t allow to arrange Phone/Email, Address and Contact panels of our own choice. However, Sage CRM allows to customize these… Read More »

Client Side Script to Concatenate Address

Sage CRM, is one of the most flexible software to customize and achieve any complex requirement specified by the client. Client-side scripts are brought into play for many purposes. On change, functions can be used to hide/show fields on the screen. Likewise, you can also highlight fields by including conditions to your script or show… Read More »

Sync Company Address from Sage CRM to QuickBooks using GUMU™ Integration

GUMU™ for Sage CRM – QuickBooks integration link is an external bi-directional link which synchronizes data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are various number of Synchronization processes. Today in this blog, we will walk through the process of syncing address from Sage CRM to QuickBooks customers using… Read More »

Real time changes from Sage CRM to Sage Pro and vice versa

Our GUMU for Sage CRM – Sage Pro is a real time integration link.  Today in this blog, we will discuss how real time changes from Sage Pro to Sage CRM and vice versa works. Below are the List of Real Time processes. 1. Creating/updating Customer records from  Sage Pro to Sage Pro CRM  and vice versa… Read More »

Sage CRM with Google Maps

Our customer means a world to us so how about putting the customers on the world itself. In Sage CRM there are existing add-ons which enable us to pin point a certain customer on the map. The Google powerful mapping features allows you to note the driving directions to his office and use the advance… Read More »