Author Archives: Greytrix

Change Display Field on list in Quick Find

What good is capturing and organizing all that customer data in, if you can’t find the right information when you need it? Sage CRM is one such application that helps in capturing, organizing as well as searching the information with ease. Every business user that works with CRM wants quick results while searching for data… Read More »

Attach Multiple Documents in Sage CRM against any entity

For every Business sector, apart from managing and maintaining Customer demographics and other service information; Library management also plays a vital role. Sage CRM’s inbuilt Library management feature has helped the organization to maintain the documents related to any of the entities such as Customer, Opportunity, Cases etc. The ability of storing Documents from and… Read More »

Sage CRM 2021 R1: Inline customization of Lists and Grids

As you all must be aware, Sage CRM 2021 R1 has come up with many interesting features related to Configurations, Security and Network related functionalities which has improved the reliability of Sage CRM to a greater extent as compared to previous versions. In our previous blog, we explored the ‘Click to Dial Links’ feature of… Read More »

GUMU™ for Sage CRM – Sage 100 Integration is compatible with Sage CRM 2021 R1

GUMU™ for Sage CRM – Sage 100 ERP integration link is a real time, bi-directional link that integrates Sage 100 and Sage CRM data. The link supports multiple company integration which means user can integrate multiple companies of Sage 100 with one instance of Sage CRM. User can access Sage 100 data over the Web (Multiple Browsers)… Read More »

Troubleshoot error – ‘Unable to Import Customer. Either BOF or EOF is True’

GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage ERP’s to Sage CRM and vice versa.Thus users can have a 360 degree view of customer data within both the systems. Today in this blog, we will discuss about troubleshooting tips for resolving an… Read More »

GUMU™ for Sage CRM – Sage X3 Integration is compatible with Sage CRM 2021 R1

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Our GUMU™ integration link is now compatible with the latest version of Sage CRM v2021 R1 version. From ERP Side, it is already compatible till Sage X3 V12 version. New Stuff : Pre–… Read More »

Restrict Users from accessing Document of Different territory

In today’s world, where maintaining and managing details within a system is a must from automation point of view; documenting necessary stuff is also very important on another hand. While working in an organization, at one point there is always a need of storing company documents in a safe place. Every business has its own… Read More »

Sage CRM 2021 R1: Click to Dial Links

With the latest release of Sage CRM i.e. Sage CRM 2021 R1, many exciting features have been introduced that has helped to manage the Customer Relationship and other business process in a smooth and trouble – free manner. Sage CRM 2021 R1 provides the following new features and enhancements: Support for OAuth 2.0 Click to… Read More »

Modify Consent Response URL in Sage CRM

A business needs to send Marketing emails to client to grow their commercial. Some of them need to store the consent received from client whether they are interested in receiving such marketing emails or not. Need of storing consent is required based on the privacy laws of your region. With the release of Sage CRM… Read More »