Attach Multiple Documents in Sage CRM against any entity

For every Business sector, apart from managing and maintaining Customer demographics and other service information; Library management also plays a vital role. Sage CRM’s inbuilt Library management feature has helped the organization to maintain the documents related to any of the entities such as Customer, Opportunity, Cases etc. The ability of storing Documents from and… Read More »

Sage CRM 2021 R1: Inline customization of Lists and Grids

As you all must be aware, Sage CRM 2021 R1 has come up with many interesting features related to Configurations, Security and Network related functionalities which has improved the reliability of Sage CRM to a greater extent as compared to previous versions. In our previous blog, we explored the ‘Click to Dial Links’ feature of… Read More »

GUMU™ for Sage CRM – Sage 100 Integration is compatible with Sage CRM 2021 R1

GUMU™ for Sage CRM – Sage 100 ERP integration link is a real time, bi-directional link that integrates Sage 100 and Sage CRM data. The link supports multiple company integration which means user can integrate multiple companies of Sage 100 with one instance of Sage CRM. User can access Sage 100 data over the Web (Multiple Browsers)… Read More »

Troubleshoot error – ‘Unable to Import Customer. Either BOF or EOF is True’

GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage ERP’s to Sage CRM and vice versa.Thus users can have a 360 degree view of customer data within both the systems. Today in this blog, we will discuss about troubleshooting tips for resolving an… Read More »

GUMU™ for Sage CRM – Sage X3 Integration is compatible with Sage CRM 2021 R1

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Our GUMU™ integration link is now compatible with the latest version of Sage CRM v2021 R1 version. From ERP Side, it is already compatible till Sage X3 V12 version. New Stuff : Pre–… Read More »

Restrict Users from accessing Document of Different territory

In today’s world, where maintaining and managing details within a system is a must from automation point of view; documenting necessary stuff is also very important on another hand. While working in an organization, at one point there is always a need of storing company documents in a safe place. Every business has its own… Read More »

Sage CRM 2021 R1: Click to Dial Links

With the latest release of Sage CRM i.e. Sage CRM 2021 R1, many exciting features have been introduced that has helped to manage the Customer Relationship and other business process in a smooth and trouble – free manner. Sage CRM 2021 R1 provides the following new features and enhancements: Support for OAuth 2.0 Click to… Read More »

Modify Consent Response URL in Sage CRM

A business needs to send Marketing emails to client to grow their commercial. Some of them need to store the consent received from client whether they are interested in receiving such marketing emails or not. Need of storing consent is required based on the privacy laws of your region. With the release of Sage CRM… Read More »

Mandate Company’s Phone and Email Address using Table level Script

Sage CRM has proved beneficial for small or medium sized companies to handle the Customer Relationship Management in an efficient way. The base structure designed in the system itself is so easy to understand as well as promising that the system users will be equipped with all the information related to the Customer in a… Read More »

Display the Email’s Actual Received Date in Sage CRM

We are all aware of the Sage CRM‘s Communications module and the various features that are readily available to manage and maintain the Customer relationship. The flexibility of managing not only external communication activities with Customers but also utilizing the system in managing the internal communication with CRM users of the organization has made the… Read More »