Real time Credit History data using GUMU™ Integration

By | October 31, 2019

GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Using GUMU integration, we have displayed most of the information directly from Sage 100 in custom tab in Sage CRM.

New Stuff: New Feature in GUMU for Sage CRM – Sage 100 Integration – Find Inventory

In this blog, we will go through another GUMU tab i.e. Credit History tab which will displays Customer’s credit related information from Sage 100. When we click on the “Credit History” tab it displays the credit history information for that particular customer. It displays all the relevant details in three different panels.  Topmost panel contains the Customer Details, Middle panel shows the “Aging details” and lowermost panel displays “Last details” as shown in below screenshot,

Currency

For any queries related to GUMU integration, you can contact us at sage@greytrix.com

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Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3Sage 100Sage 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 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.