GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process.
In Sage CRM, quick access to open and active quotes is critical for sales teams to respond faster and manage opportunities more efficiently. One of our customers recently requested a way to view all active quotes from a single, centralized location without navigating through multiple screens or running repetitive searches.
To meet this requirement, we implemented a customization that enhances quote visibility and improves day-to-day usability within Sage CRM.
Customer Requirement
The customer wanted:
- A centralized view of all active quotes
- Easy filtering based on company and product details
- A user-friendly interface that integrates seamlessly with the existing Sage CRM layout
Solution Implemented
To address these needs, we added a custom tab called “Active Quotes” under the Find context in Sage CRM.
This tab displays all open quote records with an Active status using a Kendo Grid interface. The result is a clean, structured, and easy-to-navigate view that allows users to quickly access important quote information.
Key Functionality Highlights
Active Quotes Tab
The new Active Quotes tab provides instant access to all currently active quote records directly from the Find context. This eliminates the need for repeated searches and manual filtering.
Advanced Filtering Options
An advanced filter panel has been added at the top of the grid, allowing users to narrow down results based on company and product-related information. This makes it easier to locate specific quotes even when working with large volumes of data.
Clear Filter Option
A Clear button is included to remove all applied filters in one click. This allows users to quickly reset the grid and perform new searches without manually clearing individual fields.
Business Benefits
This enhancement delivers several business advantages:
- Faster access to active quote records
- Reduced navigation and search effort
- Improved visibility for sales and management teams
- Seamless user experience within Sage CRM
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners 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 X3, Sage Intacct, 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 the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes add-ons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, 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 the 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.