Today we are continuing our blog series on GUMU Migration services. All the firms keep track of all its activities. In this blog, we shall discuss about a functionality of Sage CRM that allows the user to migrate Pending Records or History of records from Goldmine to Sage CRM for a corresponding Company and User.… Read More: Migrate communications from Goldmine to Sage CRM »
Advanced Find option allows us to get the information you need and is be very easily accessible to all users under Find menu option. By default, All primary entities are listed under the same. During one of our training session we came across a query as to how we can add the Custom entity under… Read More: 3 Easy Steps to Add Sage CRM Custom Entity in… »
As your business and requirements grow, GUMU Sage 100 grows as well. Recently, one of our clients came up with a new requirement i.e. they wanted to view RMA enquiry details from Sage CRM case screen on real time basis. It is an important feature which can be used to view return, replacement and substitution… Read More: Return Merchandise Authorization inquiry feature in GUMU Sage 100 »
Document merge has been one of the essential features of Sage CRM. We can generate Letters, Quotations on the fly on predefined word templates. The question is how you can create and use the merge templates. I remember I had discussed the old way of doing it by using the Local Document feature in old… Read More: Create Document Template in Sage CRM 7.1 SP2 and SageCRM… »
Role of Sage CRM administrator is to perform various operations which includes Periodic Data Maintenance (Periodic Database Backup and its Recovery), Addition of new fields requested by users, Modifying Selection lookups, Data security by giving proper access privileges to users and teams etc. GUMU Sage 100: Follow GUMU Sage 100 – Sage CRM Integration Product… Read More: Identify Sage CRM Administrator users »
“Look and Feel” of an application plays an important role in the popularity and usability of an application. Sage CRM is not an exception to this. It provides an option through which one can change the default theme so that users can switch between to work in their preferred “Look and Feel” of the system.… Read More: Work in your preferred theme of Sage CRM »
Few days back Sage CRM on my system was not working and it was showing an error as below. Also Read: Login Error in Sage CRM As Sage CRM was not accessible, I thought to check IIS Manager (Internet Information Services Manager) and found that IIS on CRM server is stopped. I thought if I just… Read More: IIS error: The process cannot access the file because it… »
We appreciate all your feedback/suggestions in making GUMU the most preferred solution for Sage 100 ERP users. In our new 5.2 version we have added a new feature where products are now updated on a real time basis in Sage CRM from Sage 100 as we are currently doing it for updating customer records. Now, whenever… Read More: Real Time product update from Sage 100 to Sage CRM… »
In our GUMU 5.2 version of our Sage 100 integration, we have introduced a new feature which enables GUMU user/salesperson to view Credit History of a particular Customer. When creating an order or a quote it is required for user to know the important information like credit limit, A/R Balance, Remaining amount, etc. of the… Read More: View Credit history real-time in Sage CRM using GUMU »
In my previous blog I had explained how you can change the caption of the fields that load on the screens that are part of Web order entry screen. Below is the link. The New Stuff: Changing field captions on Web order entry screen Now I will explain how we can add another field from… Read More: Adding new fields on Web Order Entry screen »
