Author Archives: Greytrix

Adding Image to Summary Screen in Sage CRM

Sage CRM has many features that help the user to maintain detailed information of customers. Also, it simplifies the accessibility of information for Sage CRM users. In service industry who plans a visit to the customer location for product demo or services. On field Image of Customer or their office location images are very handy.… Read More »

How to identify the GUMU™ version of Sage CRM – Sage X3 Integration

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional integration between Sage CRM and Sage EM enables users to access customer, invoice and order information from either of these two systems. New Stuff: Pre– Requisites for installing GUMU for Sage CRM- Sage X3 We always release the new version of GUMU with new enhancement, fixes… Read More »

How to overcome issue with Multi select fields in Sage CRM 2018 R3?

With the release of new versions of Sage CRM, great enhancements has been introduced in terms of UI/UX which has improved the User experience to a huge extent. Sage CRM has always been in talks for its flexible and configurable nature where the layout can be modified with ease. However, recently while working with Sage… Read More »

Button Alignment issue on document tab of Custom Entity in Sage CRM

In one of the instances, we observed that the buttons were not visible while adding a new document against a custom entity created by entity wizard. But, the buttons were back when Page Zoom in or Zoom out was performed. So we investigated and have found a solution which we have discussed further in the… Read More »

Issue with Lead’s “Add or Find this Company” feature in Sage CRM 2018 R3

Leads, one of the basic component of Sage CRM‘s Sales Module; represents the unqualified/raw information but important details when thought as a new prospect or a new deal for the organization. Sage CRM have Lead module designed in such a way that it exists outside the context of a person or company entity. This is… Read More »

Synch YTD and LYTD sales data using windows scheduler

GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link where we can synchronize all the customer data from Sage 100 to Sage CRM and vice versa. In our previous blog we had discussed about displaying the YTD and LYTD sales data using import custom fields process Today, we will discuss about… Read More »

Import Opportunities into Sage CRM

Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT!, Goldmine, SLX,… Read More »

Auto update opportunity stage using escalations rules

Opportunities are a very important aspect of sales revenues in any business as they help us to track orders, sales forecast and quotations against every sale. As we know opportunity goes through various stages in Sage CRM. In this blog, we will discuss how to auto update opportunity stage from Proposal Submitted to Proposal Approved… Read More »

New features – Displaying YTD and LYTD sales data using GUMU integration

Today, in this blog we will discuss about new feature which we had received for one of our client and we then incorporated the same in our GUMU product. New Stuff: New Feature in GUMU for Sage CRM – Sage 100 Integration – Find Inventory Few days ago, we came across with a new requirement from… Read More »

Sage CRM – Sage 300 v2018 integration tips

A new version of the integration component has been introduced to integrate Sage CRM and Sage 300 v2018 onward. This new integration has a much simpler architecture and is simpler in terms of setup compared to the old integration. New Stuff: Solution for Running Reports in Sage CRM However, in the new version, Sage 300… Read More »