Author Archives: greysagecrm

Validate Email Addresses using Sage CRM Client Side API

In our earlier posts, we had explained how Email Addresses and Phone Numbers can be validated by adding JavaScript code. However Sage CRM Client Side API Library methods can be used to validate email. New Stuff: Apply Caption Properties using Sage CRM Client Side API Kindly allow me to elaborate in more detail. Consider you need… Read More: Validate Email Addresses using Sage CRM Client Side API »

Apply Caption Properties using Sage CRM Client Side API

In our earlier posts, we had explained number of Sage CRM Client Side techniques that can be used to customize Sage CRM Lists, Grids, Fields etc. In this blog, we will explain Sage CRM field Caption Methods/Properties controlled by Client Side API. New Stuff: Highlight All Grid Rows in Sage CRM v7.3 Sage CRM Client Side… Read More: Apply Caption Properties using Sage CRM Client Side API »

Set Default Type on Export Screens

In Sage CRM, Users can export a list of companies or other standard primary entity data based on a Saved Search. We have this option available on standard find screen for all primary entities. New Stuff: Adding Documents Tab to Leads in Sage CRM 2014 R2 Upon clicking Export to file button highlighted above in screen… Read More: Set Default Type on Export Screens »

Auto Spell Check Functionality in Sage CRM 7.3 CK Editor

Till Sage CRM 7.2, we were not having “Auto Spell Check” functionality available and we have to click on “Spell Check” button and then it shows the spelling mistakes. This approach was very reactive approach and multiple times it happens as human being people forget to click on “Spell Check” and we store data with… Read More: Auto Spell Check Functionality in Sage CRM 7.3 CK Editor »

Create Sales order in Sage CRM using Credit Card Pre-authorization

In our last blog, we gone through Tax Calculation functionality using AvaTax API, which we are incorporating in our new upcoming version. In this blog, we will go through another new functionality which we will be incorporating in upcoming GUMU versions. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available In… Read More: Create Sales order in Sage CRM using Credit Card Pre-authorization »

Calculate Sales Tax in Sage CRM using AvaTax API

Thank You for making our GUMU as a preferred choice for integrating Sage CRM with Sage 100 (MAS90) ERP. Since its built on a flexible architecture we keep on adding new features adding more value to your business. Today, we are we will discuss a new requirement which will make your Sage CRM tax smart. New… Read More: Calculate Sales Tax in Sage CRM using AvaTax API »

Accelerate your Line Item Entry process using GUMU Integration

We are working on some interesting new features which we have discussed in our earlier posts. Today we will read more about the upcoming Quick Order entry feature which will be released soon in the next version. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available As per standard functionality of… Read More: Accelerate your Line Item Entry process using GUMU Integration »

Import Sage 500 Customer in Sage CRM using GUMU Integration

GUMU for Sage CRM – Sage 500 (MAS500) ERP integration is real time bidirectional integration link which provide ability to import Sage 500 customers into Sage CRM. User can also edit and promote Sage 500 customer data from Sage CRM to Sage 500 on a realtime basis. Today in this blog we will go through… Read More: Import Sage 500 Customer in Sage CRM using GUMU Integration »