Category Archives: Allow Credit Checkbox

Improving Sales Visibility in Sage CRM with New Rolling Sales Fields

Every business wants a better understanding of its customers’ purchasing patterns. Recently, one of our customers approached us with a requirement to view sales data over longer periods directly within Sage CRM. The customer was already using the existing Rolling 12 Months field but wanted additional visibility into customer sales history over multiple years. They… Read More »

Automating Credit Control in Sage CRM: Allow Credit Checkbox Based on Term Code

The GUMU™ for Sage CRM – Sage 100 Integration is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100 where users can view and analyze customers, vendors and sales information data from either of the systems Sage CRM to Sage 100 and vice versa. With GUMU, organizations can eliminate manual data entry, improve data… Read More »