Author Archives: greysagecrm

GUMU™ for Sage CRM – Sage 50 (US Edition) Integration – Prerequisite

GUMU™ for Sage CRM.com – Sage 50 (US) integration link is an external bi-directional sync utility which sync data from Sage CRM.com to Sage 50 (US) and vice verse. It has various GUMU processes like Import customers, Import products, Promote customer, Promote orders etc to synch data from one system to another. New Stuff: Sync Company Data… Read More: GUMU™ for Sage CRM – Sage 50 (US Edition) Integration… »

How to Change Default Port in IIS Manager

Recently we had posted a blog on downloading Data through Sage CRM Mobile App and its solution is to modify default port of IIS Manager. However some of our Sage Partners approach us to get the steps that need to followed to modify default port of IIS manager. Hence thought to document it for future… Read More: How to Change Default Port in IIS Manager »

Promote Vendors from Sage CRM to Sage 100 using GUMU™ Integration

In our last blog we have seen How to import vendors form Sage 100 to Sage CRM using new upcoming GUMU integration. Today in this blog, we will discuss further how to promote Sage CRM Company as a Sage 100 vendor from Sage CRM to Sage 100. New Stuff: Map single Sage CRM User with… Read More: Promote Vendors from Sage CRM to Sage 100 using GUMU™… »

Creating Additional contacts from Sage CRM to Sage 100 for Vendors

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. Now in addition to synching of customer, we are coming up with new GUMU version where we will be adding vendor synching part as well to… Read More: Creating Additional contacts from Sage CRM to Sage 100 for… »

Creating Additional Addresses from Sage CRM to Sage 500

GUMU™ for Sage CRM – Sage 500 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage 500 and vice versa. In our last post, we had gone through Creating additional contacts from Sage CRM to Sage 500 in which we discussed how user can create an additional… Read More: Creating Additional Addresses from Sage CRM to Sage 500 »

Creating Additional Contacts from Sage CRM to Sage 500

GUMU™ for Sage CRM – Sage 500 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage 500 and vice versa. In GUMU™ for Sage CRM – Sage 500, user can sync all the customers from Sage 500 to Sage CRM using Import customer feature. This will also… Read More: Creating Additional Contacts from Sage CRM to Sage 500 »

Control Display Format of Search Select Advanced fields in Sage CRM-II

In our earlier blog, we have explained how to Control Display Format for Person SSA field in Sage CRM. In this blog, we will explain how to format 2 fields and then display concatenated string within Search Select Advanced (SSA) fields. New Stuff: Mark Business Email field as Optional on Company Entry screen of Mobile… Read More: Control Display Format of Search Select Advanced fields in Sage… »

Mark Business Email field as Optional on Company Entry screen of Mobile Theme in Sage CRM v7.3

In my previous blog, we have explained how an extra information can be displayed in Appointment section of Calendar tab of Sage CRM Mobile Theme. In this blog, we will explain how to make Business Email field as Optional. New Stuff: Display Additional information on Calendar screen of Sage CRM Mobile App In Sage CRM… Read More: Mark Business Email field as Optional on Company Entry screen… »

Display Additional information on Calendar screen of Sage CRM Mobile App

Sage CRM Mobile APP provides allows users to create new Tasks or Appointment and most importantly manage their day to day activities day by day. In this blog, we will explain how to display Additional information for the Appointments that are visible into the Calendar menu. Refer highlighted section for your reference. New Stuff: Troubleshooting Sage… Read More: Display Additional information on Calendar screen of Sage CRM Mobile… »