In our previous blog, we gone through Link Business feature which we have added in our latest version of GUMU™ Integration.
Today in this blog, we will discuss about Auto Link feature which is a part of Link Business Partner functionality.
Using this feature, user can link Sage CRM companies with Sage X3 Customers in bulk at a time. Please note that, this page displays only companies and customers for linking which are not linked with each other (i.e. Sage CRM and Sage X3). User can link records by clicking on Link Company button.
Once user click on Link Company button then those records will get linked with Sage X3.
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Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM 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.
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Also read :
1. GUMU Integration vs Sage Integration for Sage CRM and Sage X3
2. GUMU™ for Sage CRM – Sage X3 Integration with Sage CRM version 2017 R1
3. Real time Change from Sage ERP X3 to Sage CRM – Troubleshooting Tips
4. How to resolve error while reading webservices description – Troubleshooting Tips
5. Title code setting in GUMU™ for Sage CRM – Sage X3 integration