Author Archives: greysagecrm

Creating Custom field in QuickBooks on Order Screen

In our previous blog, we have gone through with the steps for creating custom field on customer screen. This is the continuation of the same where we will be discussing about the steps for adding Custom field on Sales order screen. New Stuff: Creating Custom field in QuickBooks on Customer screen For adding any field on Sales… Read More »

Steps to Verify Sage X3 Web Services running at Sage X3 server

GUMU™ for Sage CRM – Sage X3 integration link is real time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. New Stuff: How to resolve error while reading webservices description – Troubleshooting Tips In our GUMU™ for Sage CRM – Sage X3 Integration link, we use Sage X3 Web Services… Read More »

Creating Custom field in QuickBooks on Customer screen

In our previous blog, we discussed about address syncing using our GUMU™ for Sage CRM – QuickBooks integration. Today in this blog, we will be discussing about creating a custom field in QuickBooks which will be later integrated using GUMU™ integration New Stuff: Synchronize Contact between Sage CRM-QuickBooks using GUMU Integration For creating custom field, user will… Read More »

Create Sage X3 ERP Primary contact from Sage CRM

In our previous blog post, we went through the steps to create additional addresses and contacts from Sage CRM to Sage X3 ERP. In this blog, we will discuss how to create primary Contact at Sage X3 using GUMU™ Integration. New Stuff: How to resolve error while reading webservices description – Troubleshooting Tips Sage CRM user will have… Read More »

Hide options for specific users from Menu bar

Sage CRM has number of built in functions using which user can make most out of the system. Similarly, using client side API we can help our customers by incorporating their requirement with the help of scripting. New Stuff: Center Align List/Grid Data Recently, for one of our customers we wanted to restrict Menu bar for… Read More »

Center Align List/Grid Data

Dear folks! Here comes one more exciting blog for you all. You all must be familiar of List/Grid in CRM. It’s nothing but tabular representation of the data present in your CRM. It contains “Rows” and “Columns”, columns starts from serial no “0” (i.e. the index value of the first column is “0”). Now, you… Read More »

Apply underline to a Column Header in List or Grid

Sage CRM allow us to customize Lists, Grids through Client side API and JQuery. Using this we can easily change the look of a grid by applying CSS class or attributes. By default Sage CRM does not highlight the columns header and sometimes it becomes difficult to recognize the header and actual value. But, this… Read More »