Author Archives: greysagecrm

GUMU Sage CRM – Sage 100 integration – Help Button

In our GUMU for Sage CRM – Sage 100 ERP integration product, we always add new features\enhancements to existing product. Our GUMU version is now compatible with latest Sage CRM 7.3 version. New Stuff: GUMU Sage 100 Tips – Compatibility View mode In our latest GUMU version, now we have added Help button on each GUMU… Read More: GUMU Sage CRM – Sage 100 integration – Help Button »

GUMU Sage CRM side configuration for Sage 500 ERP Integration

GUMU for Sage CRM – Sage 500 ERP integration is a real-time and bi-directional link.  Today in this blog, we will go through Sage CRM side configuration. Once you are done with the GUMU installation at Sage CRM server, you can follow below steps to configure the integration from Sage CRM side. 1.  Login to Sage CRM… Read More: GUMU Sage CRM side configuration for Sage 500 ERP Integration »

Call the Person of User’s Choice in Outbound Call List of Sage CRM

In our previous blog post, we have explained customizing of Outbound Call List. Refer below link for more details. https://www.greytrix.com/blogs/sagecrm/2013/10/14/customizing-outbound-call-lists/ In this blog post, we will explain customizing of Person List that appears when user clicks on ‘Get a Call’ button. New Stuff:  Adding Documents Tab to Leads in Sage CRM 2014 R2 Get a… Read More: Call the Person of User’s Choice in Outbound Call List… »

Greytrix HQ Relocating – Taking the Big Leap

Greytrix is growing bigger and better year on year. As a part of our overall expansion plan, our HQ is shifting to a new location to a bigger place with advanced infrastructure. With the aim to become you a single vendor channel for all your development needs, the headquarters of Greytrix is now equipped to… Read More: Greytrix HQ Relocating – Taking the Big Leap »

Displaying date fields in Nonstandard formats

Support of JQuery has taken up the Sage CRM customization to the higher level as JQuery has wide range of built in functions as well as its syntax to manipulate DOM elements reduces lines of code which is something every developer will like. New Stuff: Adding Documents Tab to Leads in Sage CRM 2014 R2 Working… Read More: Displaying date fields in Nonstandard formats »

Adding Documents Tab to Leads in Sage CRM 2014 R2

In Cloud Sage CRM 2014 R2, ‘upload documents’ and ‘mail merge’ functionalities are available in core entities such as Company, People and Opportunity. However, Leads entity does not have Documents tab which is a useful feature for Sales and Marketing People. Lots of customers do a lot of customizations for this feature whereas this feature… Read More: Adding Documents Tab to Leads in Sage CRM 2014 R2 »

DCOM configurations on 64 bit server and 32 bit Microsoft office – Part 2

We have been writing blogs explaining the tips to troubleshoot issues while working with Microsoft Interop Assemblies. This blog is in continuation of previously written blog which you can refer below. Related Post:  Dcom configurations on 64 bit server and 32 bit Microsoft office I had discussed couple of settings which should be configured in DCOM… Read More: DCOM configurations on 64 bit server and 32 bit Microsoft… »

Enhanced Text Editor Feature in Sage CRM 7.3

You all are aware that sage has introduced the latest release for Sage CRM i.e. 7.3. With this release sage has introduced some new features which we have discussed in recent blogs. Among them another new feature available is Enhanced Text Editor in Email and Mail Merge Template. New Stuff: Sales Metrics for Managers in Sage… Read More: Enhanced Text Editor Feature in Sage CRM 7.3 »

GUMU Sage 100 Tips – Compatibility View mode

In our previous blog, we gone through troubleshooting tips while updating records from Sage 100 to Sage CRM. Today we will go through another issue and its troubleshooting which users may come across while using GUMU integration. New Stuff : GUMU Sage CRM version 7.3 integration with Sage 100 ERP is now available Issue: User may come… Read More: GUMU Sage 100 Tips – Compatibility View mode »

GUMU for Sage CRM – Sage PRO integration – Sage CRM side configuration

GUMU™ for Sage CRM – Sage PRO integration is real time bi-directional integration. In this blog, we will go through the steps to configure our GUMU™ for Sage CRM – Sage Pro integration from Sage CRM side. For this, user will have to follow the below steps to configure our GUMU integration. New Stuff : GUMU Sage… Read More: GUMU for Sage CRM – Sage PRO integration – Sage… »