Category Archives: Sage CRM 2018

Configuring a Custom Grid Using Query Grid Manager in Sage CRM (Integrated with Sage 100 using GUMU™)

The GUMU™ for Sage CRM – Sage 100 Integration empowers businesses with real-time, bi-directional connectivity between Sage CRM and Sage 100 ERP. Among its many powerful tools, the Query Grid Manager stands out as a key feature that enables users to view ERP data directly within Sage CRM — without writing a single line of code.… Read More »

Enhancing Lot Tracking in GUMU™ for Sage CRM – Sage 100 Integration

The GUMU™ for Sage CRM – Sage 100 Integration is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100. This integration synchronizes customer and vendor data between the two systems, allowing businesses to maintain consistent and accurate records. Through GUMU™, users can access critical ERP data such as sales invoices, orders, and item… Read More »

New Enhancement in GUMU™ for Sage CRM – Sage Intacct Integration: Vendor.

GUMU™ for Sage CRM – Sage Intacct integration is a real-time bi-directional link which sync customer data from Sage CRM to Sage Intacct and vice versa. In the latest release, we have introduced significant enhancements to extend this capability to Vendor management, along with improved handling of additional contacts for Vendors. Key Enhancements in Vendor Integration 1.… Read More »

Order and Quote Tabs Now Available in Both Company and Person Contexts

GUMU™ for Sage CRM – Sage 100 application is a powerful, real-time bi-directional link that connects your CRM and ERP systems. With this integration, businesses can effortlessly synchronize customer and vendor data between Sage 100 and Sage CRM — ensuring both systems always stay up to date. Through GUMU™, users gain direct access to key ERP… Read More »

GUMU™ for Sage CRM – Sage 100: Introducing Advanced Product Search in Quick Line Entry

GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process. At Greytrix, we are continuously enhancing our GUMU™ Sage CRM – Sage 100 Integration to make business… Read More »

Analyzing Quoted Products Across Opportunities with GUMU™ Custom Screen

GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. Users can view information for customers, invoices and orders from either of the systems. The link supports multiple company integration which means users can integrate multiple companies of Sage 100 with one instance of… Read More »

How to Enable the Sort Option for Favourites in Sage CRM 2024 R1

In the rapidly advancing landscape of enterprise solutions, customer relationship management (CRM) systems are pivotal for optimizing customer interactions and data analytics. As organizations focus on operational efficiency and personalized engagement, Sage CRM remains at the forefront of this evolution. One significant enhancement is the sorting functionality for favourites which allow users to efficiently categorize… Read More »

Hiding Costs related fields in GUMU™ Integrated Sage CRM.

GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Using GUMU integration, we have displayed most of the information directly from Sage 100 in a custom tab in Sage CRM. New Stuff: Real Time Work… Read More »

Sage CRM: Troubleshooting New E-mail issue

Sage CRM Email functionality allows users to send emails using the CRM’s inbuilt email editor and a communication record is created for outbound emails. To send emails from CRM, we need to configure the email settings through which emails will be sent from Sage CRM. We can also configure multiple email addresses as From Address… Read More »

GUMU™ Security Matrix enhancement for Sage CRM – Sage 100 Integration.

GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link which can be customize as per your company business needs. In the latest version of GUMU™ Sage CRM – Sage 100 Integration we have introduced some new features and… Read More »