Author Archives: greysagecrm

Feature to Control Escalations in Sage CRM 7.2 and 7.3

Escalation is one of the main and useful functionality in CRM when it comes to sending notifications, triggering mails, maintaining SLA etc. With the introduction of Sage CRM 7.2 and 7.3, controlling and configuring escalations rules has becomes very easy now days. I will explain you the same in today’s blog. New Stuff: GUMU™ for Sage… Read More: Feature to Control Escalations in Sage CRM 7.2 and 7.3 »

Data Upload using Deduplication – Part 2

As you all are familiar, Sage CRM has eased the efforts of data capturing task by providing the feature of Data upload. It has also facilitated to manage or avoid duplicate data with the help of Deduplication feature. But have you ever wished to get a combination of these two features within same job??? New… Read More: Data Upload using Deduplication – Part 2 »

Calling Javascript function from Workflow progress screen

By far we all know, Sage CRM has been proved very much capable to handle various tricky scenarios through implementation. Client side API has reduced lot of customization efforts through the JavaScript codes used in it. We have already posted few blogs about writing JavaScript codes in .js files and calling the same in Custom… Read More: Calling Javascript function from Workflow progress screen »

Sage 500 ERP – Sage CRM integration : Lets grow together

We all have read the Sage 500 Road Ahead at Sage Summit. It’s not going anywhere!!One of the most important missing feature is a CRM integration. CRM is no longer a option these days and what’s better than being a part of Sage Family by integrating your Sage 500 with Sage CRM. Like our other… Read More: Sage 500 ERP – Sage CRM integration : Lets grow… »

GUMU™ for Sage CRM – Sage 100 integration with AvaTax – III

In our previous blog we discussed about validating both Warehouse address (origin address) and Shipping address (Destination address) on creation of Orders in Sage CRM which takes more time. To overcome this we added a feature of Validating Address in bulk,we would discusses the same in this blog. New Stuff: Import Vendors in Sage CRM… Read More: GUMU™ for Sage CRM – Sage 100 integration with AvaTax… »

GUMU™ for Sage CRM – Sage 100 integration with AvaTax – II

In our Previous blog, we have discuss about configuring GUMU™ to calculate Tax on the basis of AVATAX API. In this blog we will check how user can make use of Avatax GUMU™ Addon while Creating Orders. New Stuff: GUMU™ Module installation for Sage 100 Premium version Once you are done with configuring GUMU Avatax Addon,… Read More: GUMU™ for Sage CRM – Sage 100 integration with AvaTax… »

Import Vendors in Sage CRM using GUMU Integration

GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link. In our current version of GUMU™ Integration Sage CRM admin user can Import/Promote Customers from Sage CRM to Sage 100 and Vice versa. Now we are introducing a new feature in our upcoming GUMU™ version, where user can Import/Promote vendor from Sage… Read More: Import Vendors in Sage CRM using GUMU Integration »

GUMU for Sage CRM-Sage ERP X3 supports Multi-languages

Our GUMU for Sage CRM sage ERP X3 supports multi language. In our GUMU integration user gets an option to select their preferred language. To set their desired language user can follow below step: 1. Login to Sage CRM. 2. Navigate to Administration -> Sage ERP X3 -> Security Matrix 3. Select your preferred language… Read More: GUMU for Sage CRM-Sage ERP X3 supports Multi-languages »

Real time Change from Sage ERP X3 to Sage CRM – Troubleshooting Tips

Recently, we released, GUMU™ for Sage CRM – Sage ERP X3 Integration. Our GUMU™ for Sage CRM – Sage ERP X3 is a real time, bidirectional link. In our previous blogs we have discussed how to install and configure GUMU™ on Sage ERP X3 side for real time changes from Sage ERP to Sage CRM. In… Read More: Real time Change from Sage ERP X3 to Sage CRM… »

GUMU™ Module installation for Sage 100 Premium version

Our GUMU™ for Sage CRM – Sage 100 integration link is real-time bi-directional link. One of the major feature of our GUMU™ Integration is  user can use any combination of Sage CRM and Sage 100 version and editions i.e. user can have Sage CRM version 7.1,7.2,7.3 and Sage 100 version can be 4.3 and above.… Read More: GUMU™ Module installation for Sage 100 Premium version »