Author Archives: greysagecrm

Promote Order functionality with BOM items (Sales kit) in GUMU for Sage CRM – Sage X3 integration

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. Today in this blog, we will discuss about a customization which was recently requested by our client. New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage… Read More »

Modification in Creation of Link server in GUMU for Sage CRM- Sage X3

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. In GUMU™ for Sage CRM – Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage CRM… Read More »

Troubleshooting ‘Tax code mandatory: no tax determination rule applies Field error [M:SOH4] VACTIM1’ in GUMU for Sage CRM-Sage X3

Our GUMU™ for Sage CRM – Sage Enterprise Management is a real-time, bi-directional link. In this blog, we will go through an error message which user may face while using integration and its possible solution. GUMU™ Integration link is a real-time, the bi-directional link that integrates Sage 100 and Sage CRM where users can view… Read More »

GUMU™ Integration is compatible with Sage X3 v11 along with Sage CRM 2018 R1

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. In GUMU™ for Sage CRM – Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage CRM… Read More »

Modify presentation of Multi-select field in Sage CRM 2017

Recently on the community forums, we came across a question where the user wanted to show value of selected Multi-Select field on a new line instead of its default behavior of being separated by a comma. Read on to see how it can be done. New Stuff: Highlight Rows and Columns of Grid in Sage… Read More »

Highlight Rows and Columns of Grid in Sage CRM

Sage CRM v7.2 onwards client-side library has been provided to highlight rows and columns of a grid. In this blog, will explain how to highlight Sage CRM Grid rows or columns based on particular conditions. New Stuff: Diagnose System Health in Sage CRM 2017 R2 – Part 1 Consider you want to highlight all Opportunities… Read More »

Diagnose System Health in Sage CRM 2017 R2 – Part 1

Along with being a helpful & easy to manage and track Business growth and Customer relationships platform, Sage CRM’s features are also reliable on many other System configurations for smooth functioning. New Stuff: “Quick Find” Functionality in SAGE CRM 2018 R1 Earlier, if any of the Standard functionality failed; Admin user had to check every… Read More »

“Quick Find” Functionality in SAGE CRM 2018 R1

Hi Friends..!! We are much familiar with finding mechanism for entity records such as keyword search, Advanced Find, etc. in SAGE CRM. Using these, we can perform a search for particular entity only. Now we can search the connected data across all entities at once by using single keyword. The New Release, SAGE CRM 2018… Read More »

New Feature in GUMU™ for Sage CRM-Sage X3 integration- Folder wise Sage CRM user permission settings

GUMU™ for Sage CRM – Sage X3 Integration is a real-time bi-directional integration between Sage CRM and Sage X3 enables users to access customer, invoice and order information from either of these two systems. Today in this blog we will discuss about the new folder wise Sage CRM user permission setting feature which we will… Read More »

Re-point GUMU™ Sage CRM – Sage X3 Integration connection to different Sage X3 folder

There are many instances where client generally setup their Sage CRM server with TEST Sage X3 folder using GUMU™ integration for testing purpose and once they completes their testing, client can take same Sage CRM to Live by re-pointing to different Sage X3 folder (Live folder). New Stuff: GUMU™Integration v/s Sage Integration for Sage CRM and Sage… Read More »