Synching Sage 100 memos in Sage CRM using GUMU™ Integration

By | December 26, 2016

GUMU™ for Sage CRM – Sage 100 integration is real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa.
This GUMU™ integration link is completely customizable to accommodate your custom requirement. One of our client had such requirement where he wanted to synchronize the Sage 100 Memo’s (AR customer Memos) from Sage 100 to Sage CRM.

New Stuff: New Feature in GUMU for Sage CRM – Sage 100 Integration – Quick Order Entry

In Sage 100, there is concept of Memo’s which are kind of reminders while creating customers, orders, items etc. Memos can be created while creating customer or sales orders. Additional documentation / text information can later be attached to that memo. Client wanted to synchronize these memos in Sage CRM as notes or communication against corresponding companies. He was also looking for creating new memos for customers from CRM which can then be created in Sage 100.
We had automated above functionality for couple of clients. Similar to this if any one has any custom request with regard to integration with Sage CRM and Sage 100, we can always tweak our existing integration framework accordingly.
Memo
 
Memo1
For more information, you can always contact us at sage@greytrix.com.
About Us
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 X3Sage 100Sage 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 ACTGoldmine and other CRM’s.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
Also read :
1. New Feature in GUMU for Sage CRM – Sage 100 Integration – Quick Order Entry
2. Configure GUMU Module in Sage 100 – Sage CRM Vendor Integration
3. GUMU for Sage CRM – Sage 100 Integration – Sage 100 type field
4. Restrict Users to create order if Credit Limit is exceeded
5. Real time changes from Sage 100 to Sage CRM for Vendor