Enterprises, in order to improve their productivity, have in place powerful systems to manage their backend and frontend operations such as Sage ERP (Sage X3 | Sage 300 | Sage 100 | Sage Intacct) and Sage CRM respectively. Sage X3, recognized as the powerful ERP simplifies the core business processes of purchasing to manufacturing, inventory… Read More »
In our previous blog, we have discussed about real time tabs in our GUMU for Sage CRM- Sage 500 integration. Today in this blog, we will go through Sage CRM side configuration of Multiple Companies. Our GUMU allows to configure more than one company for integration in Sage CRM, that means Multiple companies can be… Read More »
Our GUMU for Sage CRM – Sage 500 integration is real time Bi-directional Integration where records get updated from Sage CRM to Sage 500 and vice verse on real time basis depending upon the sync option. In this blog, we will discuss about the information which we are fetching from the Sage 500 on real… Read More »
Recently we came across a request from one of our client who asked for a customization related to salesperson mapping in GUMU for Sage CRM – Sage 500 Integration. We did this customization with the functionality where the user can make use of Salesperson mapping for linking Sage CRM users with Sage 500 Salesperson. This… Read More »
Our GUMU™ integration for Sage CRM to Sage 500 is a real time bi-directional link where any changes made to Sage CRM is updated to sage 500 on a real time basis. New Stuff: Synchronization setting in GUMU for Sage CRM – Sage 500 Integration In our previous blog, we have gone through how to Add scripts… Read More »
GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. As we have discussed in our previous blog that we are now also integrating Vendors details. i.e. 1. You can create/update Vendor from Sage 100 to Sage CRM… Read More »
GUMU for Sage CRM – Sage 500 ERP integration is a real-time and bi-directional link where we synchronize all the customer data from Sage 500 to Sage CRM and vice-verse. Today in this blog we will go through Sage 500 side GUMU Configuration.. New Stuff: Synchronization setting in GUMU for Sage CRM – Sage 500 Integration Once real time scripts are implemented (Manually/Imported) in Sage 500 through… Read More »
In Sage CRM, On Opportunity Progress Screen we can see Create Follow Up checkbox checked which will ask user to create follow up every time user saves the opportunity progress. New Stuff: Global Search Functionality Here I will explain how to uncheck this checkbox to avoid creating follow up every time after adding opportunity progress. In standard… Read More »
Sage CRM has standard feature to search accurate data. I.e. Keyword Search. With this functionality CRM user can perform search across all text fields available on the Entity search screen. Recently, one our client came up with Global Search functionality, where in Search functionality is needed on the Top Content of the Entity. With this… Read More »
We all know that SAGE CRM allows us to create web forms for collecting Lead Information. The enquiries captured from web portal are then available in CRM, thereby enabling the standard workflow automatically. But what if you want to set customized workflow rather than standard one? Does it gets set by default? New Stuff: How to… Read More »
