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 view Sage 100 Memo’s (AR customer Memos) in Sage CRM on Quote/Order screen.
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. Refer below screenshot,
Client wanted to view these memos in Sage CRM under Quote/Order screen. For doing this, we added Memo button on Quote/Order screen. Refer below screenshot,
Using this button, it will display the list of AR Memo’s (Refer below screenshot) of that particular customer for which user will be creating Quote/Order in Sage CRM. If there are multiple memos defined in Sage 100, all will be displayed.
Once list gets displayed, user can click on any Memo Code which will display Memo description, Date and Memo text information. Refer below screenshot,
In this way, we can display MEMO in Sage CRM from any module from Sage 100 on real time basis. If you are looking for any such customization, please contact us at firstname.lastname@example.org
Greytrix is a 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@example.com. We will be glad to assist you.