Synching Last Sales Order Date using GUMU Sage CRM – Sage 100 Integration

By | July 30, 2020

GUMU™ for Sage CRM – Sage 100 ERP integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Thus users can have a 360 degree view of customer data within both the systems.

In our GUMU™ Integration we keep on adding new features for your business growth. In the upcoming GUMU release we are planning to add new feature that will lead to ease of understanding as we previously did by adding key statistics field on company summary screen.

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

Today, in this blog we discuss about the new feature which we have added in our standard product. We have added Last Sales Order Date functionality which will get synch on Company Summary screen using Import Custom Fields routine. Refer below screenshot.

The above information is fetched when users Import the customer records using Import Custom Field routine process. We have added checkbox of Last Sales Order Date on Import Custom fields screen wherein user will have to check that checkbox so that customer’s Last Order Date will get sync into Sage CRM. User can select any criteria i.e Date or Customer Number range for synching the record. Refer below screenshot.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 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 migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework. Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.