GUMU™ for Sage CRM – Sage 100 integration is real time, bi-directional link and it is completely customizable. Today, we will discuss one of such useful customization where user wanted to map
their single Sage CRM user with multiple Sage 100 sales persons.
Recently we came across custom requirement where user wanted to
a. Map one Sage CRM user with multiple Sage 100 Salesperson
b. User wanted to integrate and display CRM user field with Sage 100 Ship to address sales person based on above mapping on Sage CRM address summary screen as given in the address summary screen below.
For mapping single Sage CRM user with multiple Sage 100 sales person, we have provided with below screen.
Note: Multiple Sage 100 Salesperson can be map with single Sage CRM User. i.e. Many to one mapping.
Using this functionality, user has achieve their main requirement of:
a. Distributing multiple Sage 100 salesperson under single CRM user.
b. Assigning/filtering ship to addresses based on the Sage 100 salesperson value to a Sage CRM user.
Also read :
1. Registering GUMU™ Sage CRM – Sage 100 integration
2. Calculate sales Tax in Sage CRM using AvaTax API
3. GUMU Sage CRM – Sage 100 integration – Help Button
4. Accelerate your Line Item Entry process using GUMU Integration
5. What’s New – GUMU integration is now compatible with Sage 100 2015