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 Manual Link feature which is a part of Link Business Partners.
Using this feature, user can link Sage CRM companies with Sage X3 Customers in bulk at a time which are not linked with any Sage X3 Customers. User can link any unlink Sage CRM company with Sage X3 Customer.
In a grid, on left side, GUMU displays list of unlinked Sage CRM companies matching with criteria entered on previous page. For linking, user will have select Sage X3 customer using lookup button available in front of Sage CRM Company.
User can link the records by clicking on Link Company button. Refer below screenshot,
In this way, Sage CRM user can link Sage CRM companies with Sage X3 customers manually.
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