GUMU™ for Sage CRM – Sage Intacct Integration – Import Customers

In our previous blog, we gone through how we can enable GUMU access to particular CRM user. Moving further in this blog, we will go through importing customers from Sage Intacct to Sage CRM. New Stuff: GUMU™ for Sage CRM – Sage Intacct Integration – Sage CRM side Configuration Import customer is a one-time process where users can import… Read More »

GUMU™ for Sage CRM – Sage Intacct Integration – License information

In our previous blog we gone through GUMU™ Configuration part from Sage CRM side. Moving further in this blog, we will go through GUMU License Information of GUMU™ for Sage CRM – Sage Intacct integration product. New Stuff: GUMU for Sage CRM – Sage Intacct Integration Today in this blog, we will see how to check the GUMU™ Licensing… Read More »

Enabling GUMU™ Integration access for each Sage CRM user

Today in this blog, we will discuss how Administrator user of Sage CRM can restrict particular Sage CRM users from accessing GUMU™ Integration link. New Stuff: GUMU for Sage CRM – Sage Intacct Integration Once GUMU™ integration is installed, Sage CRM system administrator needs to decide which Sage CRM users will have access to GUMU™ integration. For… Read More »

GUMU™ for Sage CRM – Sage Intacct Integration – Sage CRM side Configuration

In our previous blog we have just summarized introduction of GUMU™ for Sage CRM – Sage Intacct Integration product. Moving further in this blog, we will go through configuring GUMU™ for Sage CRM – Sage Intacct integration from Sage CRM after installing the GUMU™ Integration setup. New Stuff: GUMU for Sage CRM – Sage Intacct Integration At the time of… Read More »

GUMU™ For Sage CRM- Sage Intacct Integration

After real-time, bi-directional Sage CRM integrations for Sage 100, Sage 500, Sage 300, Sage Pro we are now bringing the new integration product which can connect Sage CRM with Sage Intacct Financial Management Software. Please refer the below functional diagram explaining the features of GUMU integration product. We have used Sage CRM dot net API and Sage Intacct webservice for… Read More »

Change Field Caption Codeless based on User in Sage CRM

Over the time, Sage CRM has proved very beneficial and profitable in terms of managing Customer information as well as incorporating their Business process. Many a times, Sage CRM’s vanilla system itself suffice Customer’s requirements and the business process. But even in such cases, few field and screen level tweaks are easily configurable. Recently, we… Read More »

How to get SQL Query of Groups created in Sage CRM

In Sage CRM, Groups feature allows you to create, edit, and save lists of people, companies, leads, cases, opportunities, quotes and orders based on defined filter criteria. Groups are based on the SQL views generated by queries. The views that are used to create group’s needs to be designed such that each row should return… Read More »

CRM QuickFind functionality stopped working in Sage CRM

You all are aware of Quick Find feature of Sage CRM 2017, it has made the search functionality easy and flexible by applying the search norms within all the entities as well as fields of CRM on one single action. This feature has proved very useful for the Call Center users who needs to find… Read More »

Configuring Quick Find feature in Sage CRM 2018 R2 onwards

Quick Find in Sage CRM is one step search feature which allows the users to perform a quick search within all the Primary entities of CRM. Moreover the search factor doesn’t depends on any specific criteria, but it searches through all the fields of these entities be it a Simple text field, multi-line text field,… Read More »