Author Archives: greysagecrm

Synchronization setting in GUMU for Sage CRM – Sage 100

In our previous blog post, we discussed about creating additional Contacts and addresses in Sage 100 ERP from Sage CRM. Similarly, user can add Additional Contacts and addresses in Sage 100 ERP which will get updated to Sage CRM on real time basis. But an Organization may want to sync the data only in one… Read More: Synchronization setting in GUMU for Sage CRM – Sage 100 »

Synchronize Dropdown feature in GUMU Sage CRM – Sage ERP X3

As we have mentioned in our previous blog post, we are coming up with a new integration product where we will be integrating Sage ERP X3 with Sage CRM. With the help of this product, a user can create Orders and Customers from sage CRM to sage ERP X3 on real time basis. For creating… Read More: Synchronize Dropdown feature in GUMU Sage CRM – Sage ERP… »

CRM database auto-backup on SQL express Editions

Database backup is very essential in business environment to keep disaster recovery options open. Maintaining every day database backup is routine practise for all software friendly industries. However doing this task manually is very tedious job and involves lot of risk if someone forgets to backup.  New Stuff: Sage 100 user mapping with Sage CRM… Read More: CRM database auto-backup on SQL express Editions »

Sage 100 user mapping with Sage CRM User

GUMU™ for Sage CRM – Sage 100 integration is a real time, bi-directional link.  In our last post, we went through the GUMU Integration pre-requisites. Recently, we have added a feature where Sage CRM system administrator can map a Sage 100 user with a Sage CRM user. Today in this blog post, we will go… Read More: Sage 100 user mapping with Sage CRM User »

Sage CRM and Sage 100 user configurations for GUMU integration

GUMU™ for Sage CRM – Sage 100 ERP is a real time, bi-directional link. For syncing data between Sage CRM and Sage 100 application, we need dedicated Sage CRM and Sage 100 users for configuring it within integration. Today, we will go through the user settings required for these users. New Stuff: Steps to Import… Read More: Sage CRM and Sage 100 user configurations for GUMU integration »

Control Access to Group Emailing in Sage CRM

Sage CRM is a flexible system with strong controls to manage your business efficiently. Let’s see today about one of its Emailing feature. In Sage CRM, users can easily search for Companies or People and send emails using New Email button available on Find or Groups screens. New Stuff: Additional Information in Entity Top Content… Read More: Control Access to Group Emailing in Sage CRM »

Additional Information in Entity Top Content Screens – Sage CRM v7.2

Entity Top Content screens in Sage CRM are used to give quick overview of an entity without actually having to scroll down all the way on Summary screens.  These Top Content screens can be further customized to add eye-catching information in the Top Content screen using client side SDK introduced in Sage CRM v7.2. New… Read More: Additional Information in Entity Top Content Screens – Sage CRM… »

Add Print Button to Print Entity information in Sage CRM v7.2

Sage has introduced a Client Side API in Sage CRM v7.2. In this blog post, we will explain a feature which is used to add a Print button on screen. This button is used to print the entity information. New Stuff: Apply Desktop Theme for Sage CRM Tablet Version Let’s consider that you want to… Read More: Add Print Button to Print Entity information in Sage CRM… »