As discussed in our previous blog, we are coming with new version of our GUMU for Sage CRM – Sage 50 integration with modified and web based UI. Latest version of integration is compatible with both Desktop and Cloud version of Sage CRM.
With this new UI and web based concept, we have added many additional features such as Import Additional Address, Contact,etc. Even now Sage CRM user can integrate Multiple Sage 50 companies with Same instance of Sage CRM. In this blog we would like to discuss about the additional Address feature which we have added in our integration.
New Stuff: Import Invoices from Sage 50 to Sage CRM
Previously, in our integration we were only syncing primary Address/Contact in our integration i.e. Bill to Address of the customers . With this new version, we are also bringing ship to Addresses.
For promoting Ship to Address from Sage CRM to Sage 50 user will have to follow below steps
1. Create a company along with all the basic details.
2. Create a person and Add address to that person.
3. Once you run the Promote customer Process, it will Promote this customer where it will set the Primary person as Bill to Contact and the Address for the same Contact will be set as Bill to Address.
4. Additional Contact which you have created in Sage CRM will set as New Contact where as the Address for the same Contact will set as Ship to Address.
Similarly, for bringing Ship to Address from Sage 50 to Sage CRM it is Mandatory that the Address must be assigned to particular Sage 50 Contact. Once it has been Assigned to any Sage 50 contact it will be added as additional address of contact/person in Sage CRM.
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3, Sage 100, Sage 500 and Sage 300). It also offers best-in-class Sage ERP customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating to Sage CRM from ACT, Goldmine and other CRM’s.
For more information on our integration solutions, please contact us at firstname.lastname@example.org. We will be glad to assist you.
Also read :
1. Sync Company Data from Sage CRM.com to Sage 50 (US) using GUMU™ link
2. Synch Orders from Sage CRM Cloud to Sage 50 (US) using GUMU™ link
3. Configure GUMU™ for Sage CRM – Sage 50 (US Edition)
4. Configure Sage 50 (US) user to access data outside the application
5. GUMU™ Peachtree Solutions for SageCRM/SageCRM.Com Integration