Author Archives: greysagecrm

Handle Refresh Events on Summary Page

Refresh is a term that describes the process of renewing the screen contents on a monitor. As the refresh rate increases, the image becomes clearer. The refresh method is used almost in every application or system but in a different way. On other hand, this refresh method sometimes create a problem in application e.g. Sage… Read More: Handle Refresh Events on Summary Page »

Mask a Text Field into Time Format (MM:SS) using jQuery

As we all know, SAGE CRM provides different types of field’s such as Selection, Multi-select, Search Select Advanced, checkbox, Textbox, multiline text, Currency, Integer, decimal, etc. so that we can input our data as required, but in CRM there is no provision to input values in time format. Using jQuery you can easily achieve the… Read More: Mask a Text Field into Time Format (MM:SS) using jQuery »

Migrate Lead from Salesforce to Sage CRM

We help in migrating data from a number of Source CRM (i.e. Act!, Goldmine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration center. In Salesforce.com to Sage CRM migration, we converts all existing information such as Account, Contact, Opportunities, Cases, Leads, Notes, Users, Tasks, Events and Attachments… Read More: Migrate Lead from Salesforce to Sage CRM »

GUMU™ for Sage CRM – Sage 100 Integration compatible with Sage CRM version 2017 R1

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 company integration which means user can integrate multiple companies of Sage 100 with one instance of Sage CRM. User can… Read More: GUMU™ for Sage CRM – Sage 100 Integration compatible with… »

Synchronize Dropdown using New Sage 50 New Framework GUMU™ Utility

GUMU™ for Sage CRM – Sage 50 (US) Integration link is an external/ bi-directional sync utility that synch data from Sage CRM to Sage 50 US and vice versa. This utility can be scheduled further to automate these synchronization processes. Synchronize dropdown is an essential functionality of GUMU™ Integration, wherein all the dropdown option information from the ERP system… Read More: Synchronize Dropdown using New Sage 50 New Framework GUMU™ Utility »

Configuring SData in Sage 100 to use it in Sage CRM – Part II

In our last blog, we have gone through how we can install SData option in Sage 100. Today in this blog we will discuss how we can configure and provide permissions which are required for Sage 100 user so that we can use it in Sage CRM. New Stuff: Switch between Opportunity and Order/Quotes in Sage CRM By… Read More: Configuring SData in Sage 100 to use it in Sage… »

Installing Native SData in Sage 100 to use it in Sage CRM – Part I

Currently, there is a various option through which we can read/write data externally to Sage 100 like Sage 100 BOI, Web services and SData option. In the next couple of blogs including this one, we will discuss how we can install, configure and use SData in Sage 100 to use it in Sage CRM for… Read More: Installing Native SData in Sage 100 to use it in… »

Troubleshooting in New Sage CRM – Sage 50 GUMU™ integration Framework

GUMU™ for Sage CRM – Sage 50 (US) Integration link is an external/ bi-directional sync utility which synch data from Sage CRM to Sage 50 US and vice versa. This utility can be schedule further to automate these synchronization processes. New Stuff: GUMU for Sage CRM – Sage 50(US) Integration – Features Today in this blog, we will discuss how… Read More: Troubleshooting in New Sage CRM – Sage 50 GUMU™ integration… »

Error Logs in Sage 50 New framework- Sage CRM GUMU™ integration

Our GUMU™ for Sage CRM – Sage 50 US (Peachtree) Integration Link is external/ bi-directional synch utility that integrates Sage 50 US (Peachtree) and Sage CRM. You will find a list of processes namely as mentioned below, 1. Importing Customers, Orders, Invoices and Product Family/Product from Sage 50 US (Peachtree) to Sage CRM. 2. Promoting… Read More: Error Logs in Sage 50 New framework- Sage CRM GUMU™… »