Accurate order dates are important for maintaining correct order information and ensuring that the Order record reflects the actual date on which the order is created. To improve the order creation experience, a customization has been introduced on the Order screen to ensure that the Order Date is set to the current date when a… Read More: Enhancing Order Screen with Current Order Date on Quote Conversion »
GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The link supports multiple… Read More: GUMU™ for Sage CRM – Sage 100 up to v2026,… »
GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process. Managing order line items efficiently is essential for sales teams working with Sage CRM and integrated ERP systems.… Read More: Enhanced Line Item Navigation and Editing for Promoted Orders »
In the previous blog, we explored Dynamic Grid Metadata and how field names, titles, formats, templates, mappings control the presentation and behavior of a Dynamic Grid. Blog 1: Introducing the Enhanced Dynamic Grid Query Manager in GUMU for Sage CRM and Sage 100 Blog 2: Understanding Dynamic Grid Metadata: The Building Blocks of Dynamic Grids… Read More: Blog 3: Build Advanced Dynamic Grids Using SQL and Tables »
In business applications, not every user should have the same level of access. While many users may need to view records and information, only authorized users should be able to modify them. One of our client wanted control over record modifications, so a customization has been introduced to control the visibility of the Change button… Read More: Controlling Change Button Access Based on User Role and Primary… »
Having accurate and accessible sales information is essential for making informed customer and sales decisions. However, when sales data is stored in Sage 300, users often need to switch between systems to review customer performance. To simplify this process, we developed a Sage 300 Sales Analytics Data Panel for the Company Summary screen in Sage… Read More: Sage CRM Company Summary: Bringing Sage 300 Sales Analytics Directly… »
Access Sage 300 Item History Directly from Sage CRM Businesses using Sage CRM and Sage 300 often manage important customer and transaction information across both systems. Sage CRM provides a central platform for managing customer relationships, opportunities, cases, and sales activities, while Sage 300 manages essential ERP information such as invoices, items, quantities, and sales… Read More: Sage CRM Item History: Bringing Sage 300 Transactions into a… »
Simplifying Quote and Order Search with Product Code Lookup Businesses managing a large volume of quotes and sales orders often spend considerable time searching for specific customer transactions. While Sage CRM provides powerful search capabilities, searching for quotes or orders based on the products they contain is not available by default. To address this challenge,… Read More: Sage CRM Product Code Search: Find Quotes and Orders Faster »
Turning Customer Purchase History into Actionable Sales Opportunities For sales teams, knowing when a customer is likely to place their next order can make the difference between a successful follow-up and a missed sales opportunity. While customer purchase history contains valuable insights, manually reviewing order patterns across hundreds of accounts can be time-consuming and inefficient.… Read More: Sage CRM Customer Order Tracking: Improve Follow-Up and Sales Opportunities »
If you’ve ever spent time searching through multiple screens in Sage CRM just to find a customer record, an open opportunity, or a support case, you’re not alone. While Sage CRM is a powerful business tool, accessing the information you need isn’t always as quick as you’d like. That’s where GUMU™ Co-pilot comes in. Built… Read More: GUMU™ Co-pilot: A Smarter Way to Work with Sage CRM »
