Category Archives: Integration

Generate reports in CRM using External Database – GUMU™ CRM – Sage EM Integration (Part I)

GUMU™ for Sage CRM – Sage EM integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage EM and vice versa. Today, in this blog we will walk through how users can generate/view reports in Sage CRM using GUMU Sage CRM – Sage EM Integration by creating External database.… Read More: Generate reports in CRM using External Database – GUMU™ CRM… »

Customer tab in Sage CRM 2018 R3 – Sage 300 2019 Integration

In Sage CRM 2018 R3 – Sage 300 2019 integrated system, Sage has done numerous changes which we have explained in our previous blogs. Refer Related Posts section for more details on new features of Sage CRM 2018 R3 – Sage 300 2019 integrated system. New Stuff: Duration column in Tracking tabs within Sage CRM… Read More: Customer tab in Sage CRM 2018 R3 – Sage 300… »

Constructing Complex Saved Searches using Advanced Find in Sage CRM

In our earlier blog, we have explained how to Construct Saved Searches using from Search Screens in Sage CRM. In this blog, we will explain how to construct complex saved searches using Advanced Find feature. New Stuff: O/E Inquiry and A/R Inquiry tabs in Sage CRM 2018 R3 – Sage 300 2019 Integration To create Complex… Read More: Constructing Complex Saved Searches using Advanced Find in Sage CRM »

O/E Inquiry and A/R Inquiry tabs in Sage CRM 2018 R3 – Sage 300 2019 Integration

Recently Sage has released Sage CRM 2018 R3 integrated with Sage 300 2019. In this tab almost all of the OE and AR Inquiry tabs are redesigned such that all integrations screens have modern look and feel. We will explain them in this blog in more detail. New Stuff: Duration column in Tracking tabs within… Read More: O/E Inquiry and A/R Inquiry tabs in Sage CRM 2018… »

Troubleshoot Error – The GUMU™ for Sage CRM – Sage EM integration setup

GUMU™ for Sage CRM – Sage EM 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. Today in this blog, we will discuss how Sage CRM admin level user enable GUMU integration access to each Sage CRM… Read More: Troubleshoot Error – The GUMU™ for Sage CRM – Sage… »

Enabling GUMU™ for Sage CRM- Sage EM integration access for any user

GUMU™ for Sage CRM – Sage EM 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. Today in this blog, we will discuss how Sage CRM admin level user enable GUMU integration access to each Sage CRM… Read More: Enabling GUMU™ for Sage CRM- Sage EM integration access for… »

New Enhancements of GUMU™ for Sage CRM – Sage EM Integration in version 1.2

GUMU™ for Sage CRM – Sage EM 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 GUMU Sage CRM – Sage EM Integration We are releasing new latest version (v1.2) of GUMU CRM –… Read More: New Enhancements of GUMU™ for Sage CRM – Sage EM… »

New feature – Creating Quotes and Orders for Prospects (Non Promoted Customers) using GUMUX3 connector

GUMU™ for Sage CRM – Sage EM integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage EM and vice versa. Today, in this blog we will go through how users can create Quote/Order for prospect customers in Sage CRM. New Stuff: Pre– Requisites for GUMU Sage CRM – Sage… Read More: New feature – Creating Quotes and Orders for Prospects (Non… »

GUMU for Sage CRM-Sage 300 OE integration is compatible with Sage CRM 2017 R2 and Sage 300 v2018

In our GUMU™ Sage CRM – Sage 300 order entry integration, we have provided option of creating order from Sage CRM to Sage 300. Standard Sage integration between Sage CRM and Sage 300 also have order entry integration. But GUMU order entry integration is web based integration and created using standard Sage CRM order entry… Read More: GUMU for Sage CRM-Sage 300 OE integration is compatible with… »

Site Validation while creating Quote/Order in Sage CRM GUMUX3 Connector

In our latest version (v1.1) of GUMU™ for Sage CRM – Sage X3 Integration, we are importing those products into Sage CRM whose Sold and Deliverable checkboxes are checked in Sage X3. Refer below screenshot, Once the products are imported in Sage CRM, user can create and promote Quote/Order using those products from Sage CRM… Read More: Site Validation while creating Quote/Order in Sage CRM GUMUX3 Connector »