Author Archives: greysagecrm

Enabling GUMU™ Sage 100 Integration access for each Sage CRM user

GUMU™ for Sage CRM -Sage 100 Integration Link is a real time, bi-directional link where user can update the information from Sage CRM to Sage 100 and vice versa. Today in this blog, we will discuss how Administrator user of Sage CRM can restrict the particular Sage CRM users by accessing GUMU™ Integration link. This… Read More »

GUMU™ for Sage CRM – Sage 100 Integration – License information

GUMU™ Integration link is a real time, bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The link supports multiple company integration which means user can integrate multiple companies of Sage 100 with one instance of Sage CRM. User can… Read More »

GUMU™ for Sage CRM – Sage 100 Integration is compatible with Sage CRM 2017 R3

GUMU™ for Sage CRM – Sage 100 Integration Link is a real time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real time, bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The… Read More »

Enabling GUMU™ Sage X3 Integration access for each Sage CRM user

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. Today in this blog, we will discuss how Administrator user of Sage CRM can restrict the particular Sage CRM users by accessing GUMU™ Integration link. This is… Read More »

GUMU™ for Sage CRM – Sage X3 Integration – License information

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where a user can update the information from Sage CRM to Sage X3 and vice versa. In GUMU™ for Sage CRM – Sage X3 integration, a user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage… Read More »

Greytrix Sage CRM – Sage X3 Integration – All info about Trial, versions supported, migration

Greytrix, a Global ISV and a multi award winner for Sage ERP and Sage CRM has reaffirmed its close relationship with Sage by receiving the Rockstar ISV Status for its flagship product – GUMU™ for Sage CRM – Sage X3 Integration. Greytrix receives this highest accolade from Sage that authorizes GUMU™ for Sage CRM –… Read More »

Freeze the position of buttons in Sage CRM screens

There is no doubt in the efficiency of Sage CRM in terms of maintaining and managing the data. One of the added feature is the look and feel, the user-friendly UI of all CRM entity’s screen which helps the User to understand data entry functionality quite easily. One of the minor drawback of this UI… Read More »

How to Exclude Auto-Opportunities created in Sage CRM?

Sage CRM’s Opportunities is the heart of every potential sale done with the Customer. These opportunities further helps to track/maintain the Quotations and Orders raised against the Sale. However, CRM’s feature of allowing the Users to create direct Quotes or Orders in CRM is also not left unnoticed, which can help the Users to maintain… Read More »

Modifying the values of User Select field of Email Editor Screen in Sage CRM – Part 2

Hi Folks!! This blog is in continuation of our previous blog wherein we explained how you can modify the values or the names that are been displayed in User select field of Email Editor Screen in Sage CRM. You can refer below link for the same. Related Stuff: Modifying the values of User Select field… Read More »

Hide Merge to PDF option from New Menu in Sage CRM

As you know, Sage CRM 7.3 came with a feature of creating PDF merged documents. You can create PDF merged documents using “Merge To PDF” option available in New Menu. Also, you can do the same from workflow also. Please refer below blog link for the same. Related Post: Merge to PDF through workflow in Sage… Read More »