In our GUMU for Sage CRM – Sage 100 integration product, user can creates orders/Invoices using Sage 100 inventory items in sage CRM and later they can promote the same from sage CRM to Sage 100. For creating Orders/Invoices user can import the Item from Sage 100 using Import Product process. We do have another… Read More »
Sage Business Partner Conference – South Africa begins next week starting 26th January and we are excited to be exhibiting there once again this year. Greytrix – known for its award winning GUMUTM Integration framework would be showcasing its flagship products and services i.e. Sage X3 integration with Salesforce, eCommerce (Magento), Sage CRM which are built on robust… Read More »
GUMU™ for Sage CRM – Sage X3 integration is real time bi-directional integration which synch all the customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Before installation of GUMU™ for Sage CRM – Sage X3 integration, there are some pre-requisite points which need to be done. The Currency setting is one… Read More »
GUMU™ for Sage CRM – QuickBooks integration link is external bi-directional link which sync data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are number of Sync processes. Today in this blog we will walk through the process of syncing company data from Sage CRM to QuickBooks customers using GUMU… Read More »
Our GUMU™ for Sage CRM – Sage 50 integration link is external utility which synch data between Sage 50 to Sage CRM and vice versa. Today in this blog, we will go through one of the GUMU import process i.e. Import Orders from Sage 50 to Sage CRM. GUMU brings all the Sage 50 orders… Read More »
Sage CRM provides your customer care team with the ability to record customer inquiries/incidents. Few days back, we come up with requirement to restrict to display only Active Companies & Contacts to be displayed in Company and Person fields of Case Web Picker screen. New Stuff: Report Category Access to particular users in Sage CRM Now,… Read More »
Reporting is very essential in any business process as it gives clear picture of ongoing work in an efficient manner. Sage CRM also provides Reporting feature and security structure. New Stuff: Sage CRM and Sage 300 ERP Integration Part-3 In Report section, you can see many Reports Category are available and each Report Category will… Read More »
The mass update function allows you to simultaneously update same fields in selected records within a group. Consider if one of Sales Person is left from Organization and System Administrator wanted to assign all of his Customers, Contacts to new Sales Person, then Sage CRM Mass Update function can be used effectively. New Stuff: How to Remove Report Category from… Read More »
Hi everyone, in this blog article I will be explaining you few important steps with regards to Sage CRM and 300 ERP integration configuration. Well, sometimes while setting up the integration on client environment we face issues which are specifically related to access violation or improper rights given to Program folders. New Stuff: How to Remove… Read More »
As we all know that Sage CRM comes with several features which enhance the product usability. In this blog we will be talking about Reports and its maintenance. As a standard offering Sage CRM comes with several reports which are available in different categories. So, while implementing Sage CRM for a client we may need… Read More »
