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… »
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 »
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 »
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… »
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… »
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… »
As we all are familiar, Sage CRM has provided the facility to create multiple Primary and Secondary entities to maintain data in system either by making data entries manually or by uploading large number of records at a time. Sage CRM’s flexibility has helped the users to not only use the data upload routine for standard… Read More: Troubleshooting Sage CRM’s Customized Data Upload Routine Issue »
Greytrix a decade old Sage Premier Gold Development Partner known for its award-winning real-time, bi-directional, multi-company GUMU™ Sage CRM integrations with Sage 100 (MAS90/200), Sage 500 (MAS 500) and Sage 300 (Accpac) now integrates Sage’s Premier ERP – Sage X3 with Sage CRM so you can continue being a part of the Sage Family. Sage also provides the option to integrate Sage CRM… Read More: GUMU™ for Sage CRM – Sage X3 Integration | Greytrix »
Hello everyone!! As you know, we have been writing blogs on Sage CRM and 300 ERP integration features and issues pertaining to it. In this blog topic, we will be discussing an issue which is linked to integrated Quotes and Orders screen. New Stuff: Use Escalation Rules for Birthday and Anniversary wishes Recently, while setting up… Read More: Working with integrated Quotes and Orders screen »
Hello everyone!! As we all know, Sage CRM comes with a powerful tool which allow system to notify users in form of Escalation emails. The Escalation feature is best utilized in Case management module of CRM wherein on breaching the SLA reminder emails goes out of system. In our recent implementation, we have extended this… Read More: Use Escalation Rules for Birthday and Anniversary wishes »
