Category Archives: Sage CRM 2025

Create Dynamic Grids Without SQL Using Table-wise in GUMU v5.6.0.5

Introduction In the previous article, we introduced the enhanced Dynamic Grid Query Manager in GUMU for Sage CRM and Sage 100, including its Query-wise and Table-wise configuration approaches. In this article, we will take a closer look at one of the key enhancements introduced in GUMU v5.6.0.5 — Table-wise Configuration. Organizations frequently need to display… Read More: Create Dynamic Grids Without SQL Using Table-wise in GUMU v5.6.0.5 »

Sync Data Configuration in Dynamic Grid Manager (Query-wise)

Introduction In the previous blog, we explored how SQL, synchronizaton tables, joins, calculated fields, and other SQL capabilities can be used to build advanced Dynamic Grids. But preparing the data is only one part of the process. When a Dynamic Grid uses a SQL synchronizatontable, the data in that table must also be kept up… Read More: Sync Data Configuration in Dynamic Grid Manager (Query-wise) »

Enhancing Order Screen with Current Order Date on Quote Conversion

Accurate order dates are important for maintaining correct order information and ensuring that the Order record reflects the actual date on which the order is created. To improve the order creation experience, a customization has been introduced on the Order screen to ensure that the Order Date is set to the current date when a… Read More: Enhancing Order Screen with Current Order Date on Quote Conversion »

GUMU™ for Sage CRM – Sage 100 up to v2026, X3 and Intacct Integration is compatible with Sage CRM 2025 R2.1 and 2026 R1

GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The link supports multiple… Read More: GUMU™ for Sage CRM – Sage 100 up to v2026,… »

Blog 3: Build Advanced Dynamic Grids Using SQL and Tables

In the previous blog, we explored Dynamic Grid Metadata and how field names, titles, formats, templates, mappings control the presentation and behavior of a Dynamic Grid. Blog 1: Introducing the Enhanced Dynamic Grid Query Manager in GUMU for Sage CRM and Sage 100 Blog 2: Understanding Dynamic Grid Metadata: The Building Blocks of Dynamic Grids… Read More: Blog 3: Build Advanced Dynamic Grids Using SQL and Tables »

Controlling Change Button Access Based on User Role and Primary Team

In business applications, not every user should have the same level of access. While many users may need to view records and information, only authorized users should be able to modify them. One of our client wanted control over record modifications, so a customization has been introduced to control the visibility of the Change button… Read More: Controlling Change Button Access Based on User Role and Primary… »

Sage CRM Company Summary: Bringing Sage 300 Sales Analytics Directly in Sage CRM

Having accurate and accessible sales information is essential for making informed customer and sales decisions. However, when sales data is stored in Sage 300, users often need to switch between systems to review customer performance. To simplify this process, we developed a Sage 300 Sales Analytics Data Panel for the Company Summary screen in Sage… Read More: Sage CRM Company Summary: Bringing Sage 300 Sales Analytics Directly… »

Sage CRM Customer Order Tracking: Improve Follow-Up and Sales Opportunities

Turning Customer Purchase History into Actionable Sales Opportunities For sales teams, knowing when a customer is likely to place their next order can make the difference between a successful follow-up and a missed sales opportunity. While customer purchase history contains valuable insights, manually reviewing order patterns across hundreds of accounts can be time-consuming and inefficient.… Read More: Sage CRM Customer Order Tracking: Improve Follow-Up and Sales Opportunities »

Understanding Dynamic Grid Metadata: The Building Blocks of Dynamic Grids

In our previous Dynamic Query Grid Blog, we explored how the Enhanced Dynamic Grid Query Manager simplifies displaying Sage 100 ERP data within Sage CRM using Query-wise and Table-wise configurations. Before creating your first Dynamic Grid, it’s important to understand the metadata that controls how the grid behaves. Metadata defines what data is displayed, how… Read More: Understanding Dynamic Grid Metadata: The Building Blocks of Dynamic Grids »

Introducing the Enhanced Dynamic Grid Query Manager in GUMU for Sage CRM and Sage 100

Imagine a sales representative is speaking with a customer over the phone. The customer asks about the latest invoice or available inventory. Without ERP data inside Sage CRM, users must switch to Sage 100, search for the required information, and then return to CRM. Repeating this process throughout the day reduces productivity. The Enhanced Dynamic… Read More: Introducing the Enhanced Dynamic Grid Query Manager in GUMU for… »