Hello everyone!! As you know, we have been writing blogs on Sage CRM and 300 ERP integration features and issues pertaining to it. In this blog topic, we will be discussing an issue which is linked to integrated Quotes and Orders screen. New Stuff: Use Escalation Rules for Birthday and Anniversary wishes Recently, while setting up… Read More »
In our previous blog we discussed about validating both Warehouse address (origin address) and Shipping address (Destination address) on creation of Orders in Sage CRM which takes more time. To overcome this we added a feature of Validating Address in bulk,we would discusses the same in this blog. New Stuff: Import Vendors in Sage CRM… Read More »
In our Previous blog, we have discuss about configuring GUMU™ to calculate Tax on the basis of AVATAX API. In this blog we will check how user can make use of Avatax GUMU™ Addon while Creating Orders. New Stuff: GUMU™ Module installation for Sage 100 Premium version Once you are done with configuring GUMU Avatax Addon,… Read More »
GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link. In our current version of GUMU™ Integration Sage CRM admin user can Import/Promote Customers from Sage CRM to Sage 100 and Vice versa. Now we are introducing a new feature in our upcoming GUMU™ version, where user can Import/Promote vendor from Sage… Read More »
Our GUMU for Sage CRM sage ERP X3 supports multi language. In our GUMU integration user gets an option to select their preferred language. To set their desired language user can follow below step: 1. Login to Sage CRM. 2. Navigate to Administration -> Sage ERP X3 -> Security Matrix 3. Select your preferred language… Read More »
Recently, we released, GUMU™ for Sage CRM – Sage ERP X3 Integration. Our GUMU™ for Sage CRM – Sage ERP X3 is a real time, bidirectional link. In our previous blogs we have discussed how to install and configure GUMU™ on Sage ERP X3 side for real time changes from Sage ERP to Sage CRM. In… Read More »
Our GUMU™ for Sage CRM – Sage 100 integration link is real-time bi-directional link. One of the major feature of our GUMU™ Integration is user can use any combination of Sage CRM and Sage 100 version and editions i.e. user can have Sage CRM version 7.1,7.2,7.3 and Sage 100 version can be 4.3 and above.… Read More »
As you all are familiar that when it comes to set up client side add-ons with web application, security rights/restrictions becomes a mandatory thing which comes into consideration. We have been writing blogs on features as well as process been followed while installing Outlook integration with Sage CRM. You can go through the links added… Read More »
Marketing is one of the powerful feature of CRM using which we can attract our customers by launching campaigns. Now, with the release of Sage CRM 7.3 version they have integrated Mail Chimp which allows to send mass email for Mail Chimp campaigns. Below is the link which explains how we can integrate MailChimp with… Read More »
Sage CRM integrated with Sage ERP allows you to create Orders and Quotations in ERP from CRM. For this, they have introduced a Web Interface which is developed in SWT (Sage Web Toolkit). In my previous blog I had explained to add new field on Web Order Screen. Below is the link for same. https://www.greytrix.com/blogs/sagecrm/2013/11/21/adding-new-fields-on-web-order-entry-screen/… Read More »
