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.
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).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.
For more information on our integration solutions, please contact us at [email protected]. We will be glad to assist you.
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