Author Archives: greysagecrm

GUMU Configuration for Sage CRM- Sage ERP X3 (v7.0 onwards) – I

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 verse. New Stuff: Implementing Real time synchronization from Sage X3 to Sage CRM using GUMU From v 7.0 onwards, user can access Sage X3 through web browser. In order to access GUMU configuration screen through web browser we have to first create… Read More »

Renaming of Self Service URL

Sage CRM- Self Service is portal which allows your Customers, Venders and Business Partners to view there relevant information, Queries, complaints etc. by logging into the Self Service Portal. When you are installing the Sage CRM, it allows you to install the Self-service or not. If you installed the Self service. Your Self- service gets… Read More »

How to resolve error while reading webservices description – Troubleshooting Tips

GUMU™ for Sage CRM – Sage X3 integration is real time bi-directional integration which sync all the customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Today in this blog, we will discuss about troubleshooting tips for resolving error message “Error while reading webservices description” on Sage CRM server. New Stuff: Implementing Real time… Read More »

Configure GUMU™ for Sage CRM – Sage 100 Integration for Vendor Integration in Sage CRM side

GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link .i.e. any changes made either in Sage CRM or Sage 100 will be replicated immediately in the other system. In this blog, we will discuss how GUMU™ integration can be configured along with vendor integration, so Sage CRM user can Import/Promote vendors… Read More »

GUMU for Sage CRM – Sage 100 Integration – Order Inquiry

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. In our previous blog we discussed about  displaying the AR Inquiry and Order Inquiry data   on a real time basis in our GUMU Sage CRM… Read More »

Disable Delete Button on SWT Quote and Order Summary Screen

Sage CRM integrated with Sage 300 ERP allows us to access important information in real-time. It also provides synching of tables and database of Sage 300 ERP that allow us to create Quotes and orders from CRM which pushes data in ERP. New Stuff: Restrict users in creating Recurring Appointments While doing customization for one of… Read More »

Restrict users in creating Recurring Appointments

AS we know that Sage CRM’s Recurring Appointments feature allows appointments to recur based on defined recurring pattern. We use Recurrence button on New Appointment screen to create Recurring Appointments. New Stuff: How to increase search limit of Keyword Search By default, you can create maximum 200 recurring appointments in Sage CRM. Suppose, you want to… Read More »

Implementing Real time synchronization from Sage CRM to Sage X3 using GUMU

GUMU™ for Sage CRM – Sage X3 integration is real time bi-directional integration which sync all the customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa on real time basis. Today in this blog, we will discuss about implementing the real time changes from Sage CRM to Sage X3. Once this part is implemented… Read More »