This is in continuation to our series of GUMU Tips, in our last post we saw about how to setup GUMU Sage 100 Tips – Configuring Sage 100 Company code in which we had discussed some common issues and their solutions which users may come across while configuring Sage 100 Company code. Going further, in… Read More: GUMU Sage 100 tips – Unable to import Products/Customers »
CRM systems must have capability to remind you about the pending tasks at every stage. We know we can create tasks automatically through “Create Task” action of workflow. However it’s not like we will follow up on the same day. So we have to set the specific Due Date in future for automated tasks. For… Read More: Creating tasks through workflow with defined due period »
Sage CRM incorporates vast bunch of features that are appealing in many aspects. One of the fascinating features is the Pipeline view that provides a quick view of the current status of Opportunities, Cases, Leads, etc. based on the respective stages in CRM. This view is available under MY CRM, Team CRM tabs. GUMU Integration:… Read More: Modify Pipeline Legend Order in Sage CRM »
GUMU for Sage CRM – Sage 100 integration link is real-time bi-directional link. We keep on adding lot of features similar to Sage 100 functionality to make it a more seamless experience such as loading item pricing on real time basis while creating orders/invoices in Sage CRM, fetching recent information of Sage 100 customer from… Read More: Creating PO from SO directly from Sage CRM using GUMU »
Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution… Read More: Interactive Dashboards to help day to day CRM tasks »
Cloud based applications are becoming very popular nowadays as you don’t have to incur the costs in hosting server or hiring one from third party. Office 365 is one of such popular application. You can see your mails, tasks, appointments on outlook web app wherever you go. GUMU™ Sage 100 – Sage CRM Integration: Mobile… Read More: Integrating Sage CRM with office 365 using Stunnel »
Using inbuilt Reports module, it becomes easier for SageCRM administrator to build the reports in List, chart or Cross Tab formats. However when it comes to viewing summary data in historical format, it was not possible through standard report types available. There is one more report type available for this purpose named “Historical” which helps… Read More: Historical Reports – Opportunity Closing History »
In our previous blog, we discussed How to migrate Goldmine Companies into Sage CRM using GUMU™. In continuation with our series GUMU™ CRM Migration services, this blog shall discuss about how to migrate ACT! Companies into Sage CRM using GUMU™ GUMU™ is a wizard type utility that converts ACT! Data into Sage CRM or Sage CRM.com… Read More: How to migrate companies from ACT! to Sage CRM »
GUMU for Sage CRM – Sage 100 integrates customer and sales data between the two systems – Sage 100 and Sage CRM on a real-time basis. Sometimes, we do face some issues during implementation which are unique to the environment. Since these issues are system specific, it may be a challenge for the development team… Read More: Disabled "HTTP 500 Internal Error" message from browser – I »
In our previous blog, we saw how can one check the options and retrieve the actual list of errors when receiving the HTTP 500 internal Error. In this blog, let us go through in each solution step-by-step to get rid of the issue – Un-check the “Show friendly HTTP error message” from browser setting. Go… Read More: Disabled "HTTP 500 Internal Error" message from browser – II »
