Author Archives: greysagecrm

Automating Line Item Costs and Total Cost Calculation for Quotes and Orders in Sage CRM

Businesses using Sage CRM may need to track the cost of individual quote and order line items and view the combined cost directly on the corresponding summary screen. A customization addresses this requirement by introducing Cost fields at the line-item level and automatically calculating the Total Cost for Quotes and Orders. Cost Fields for Quote… Read More: Automating Line Item Costs and Total Cost Calculation for Quotes… »

Streamline Vendor Quotations with the New Vendor RFQ Entity in Sage CRM–Sage 100

When preparing quotations, businesses may need to obtain pricing from multiple vendors for the same product or quote line item. Managing these requests manually can lead to duplicate records, repetitive data entry, and difficulties tracking vendor responses. To simplify this process, a customized Vendor RFQ (Request for Quotation) entity has been introduced in GUMU™ for… Read More: Streamline Vendor Quotations with the New Vendor RFQ Entity in… »

Handling Unconfirmed Shipping Addresses in Sage CRM–Sage 300 Integration

When creating quotes in Sage CRM, the shipping address may not always be confirmed. Waiting for the final delivery address can delay order processing. With GUMU™ for Sage CRM–Sage 300, a customization allows users to promote quotes even when the shipping address is yet to be determined. Shipping Address TBD Checkbox A new Shipping Address… Read More: Handling Unconfirmed Shipping Addresses in Sage CRM–Sage 300 Integration »

Enhancing Quote Traceability with the “Cloned From” Field in Sage CRM

When a quote is cloned in Sage CRM, users may need to refer back to the original quote to review its details. To make this easier, a customization has been introduced to display the original quote reference directly on the cloned quote. Cloned From Field on the Quote Summary Screen A new field, quot_clonedfromqt, has… Read More: Enhancing Quote Traceability with the “Cloned From” Field in Sage… »

BOM Revision Selection on New Line Item and QLE Screens

When working with Bill of Materials (BOM) items, selecting the correct revision is important because the revision determines which version of the BOM is used. To improve the line-entry experience, a customization has been introduced on both the New Line Item and Quick Line Entry (QLE) screens. With this enhancement, the revision field displays the… Read More: BOM Revision Selection on New Line Item and QLE Screens »

Enhancing QLE with Last Sold Date Validation and Smart Pricing Alerts

GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that keeps customer, sales, and order data moving seamlessly between the two systems. It’s built to eliminate manual re-entry and keep both platforms in sync, giving users real-time access to the Sage 100 information they need while working in Sage CRM. To make… Read More: Enhancing QLE with Last Sold Date Validation and Smart Pricing… »

Create Dynamic Grids Without SQL Using Table-wise in GUMU v5.6.0.5

Introduction In the previous article, we introduced the enhanced Dynamic Grid Query Manager in GUMU for Sage CRM and Sage 100, including its Query-wise and Table-wise configuration approaches. In this article, we will take a closer look at one of the key enhancements introduced in GUMU v5.6.0.5 — Table-wise Configuration. Organizations frequently need to display… Read More: Create Dynamic Grids Without SQL Using Table-wise in GUMU v5.6.0.5 »

Sync Data Configuration in Dynamic Grid Manager (Query-wise)

Introduction In the previous blog, we explored how SQL, synchronizaton tables, joins, calculated fields, and other SQL capabilities can be used to build advanced Dynamic Grids. But preparing the data is only one part of the process. When a Dynamic Grid uses a SQL synchronizatontable, the data in that table must also be kept up… Read More: Sync Data Configuration in Dynamic Grid Manager (Query-wise) »

Enhancing Order Screen with Current Order Date on Quote Conversion

Accurate order dates are important for maintaining correct order information and ensuring that the Order record reflects the actual date on which the order is created. To improve the order creation experience, a customization has been introduced on the Order screen to ensure that the Order Date is set to the current date when a… Read More: Enhancing Order Screen with Current Order Date on Quote Conversion »

GUMU™ for Sage CRM – Sage 100 up to v2026, X3 and Intacct Integration is compatible with Sage CRM 2025 R2.1 and 2026 R1

GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The link supports multiple… Read More: GUMU™ for Sage CRM – Sage 100 up to v2026,… »