Category Archives: Sage 300

Find Order Items – Customization for GUMU™ Order Entry (Sage CRM – Sage 300 Integration)

As part of the GUMU™ for Sage CRM – Sage 300 Order Entry add-on, Greytrix also delivers tailored enhancements to meet unique business needs. One such implementation is the Find Order Items screen — developed as a client-specific customization to improve visibility and reporting on order activity directly within Sage CRM. This enhancement helps users… Read More »

GUMU™ for Sage CRM – Sage 300: Introducing Product Inquiry in Quick Line Entry

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 screen.… Read More »

GUMU™ for Sage CRM – Sage 300: Advanced Product Search in Quick Line Entry

The standard Sage 300 integration with Sage CRM uses Sage 300 web screens for order creation. However, without relying on the Sage 300 web screens—we have an exciting solution: the GUMU™ Order Entry Add-On for Sage CRM – Sage 300. This add-on sits on top of the standard integration and is specifically designed for order… Read More »

GUMU™ Order Entry Add-On for Sage CRM – Sage 300 Enhanced with QLE Screen

The default Sage CRM Sage 300 GUMU integration uses Sage 300 web screens to create orders. However, many users prefer handling the entire order process inside Sage CRM itself. Switching to Sage 300 screens can feel rigid and slows things down. Therefore, we introduced the GUMU™ Order Entry Add-On. With this enhancement, users can create… Read More »

Set Default O/E Report in Sage CRM integrated with Sage 300

In the earlier below blog, we have explained how to add customized o/E report in Sage CRM integrated with Sage 300. Add a customized O/E report for Sage CRM integrated with Sage 300 New Stuff: Sage CRM 2022 R1 UX improvements – Update territory in Opportunity, Case, Lead Groups This blog will discuss how to… Read More »

Add a customized O/E report for Sage CRM integrated with Sage 300

Sage CRM integration with Sage 300 allows a user to view the data from an ERP System in a CRM System. The key features of Integration include below. Bi-directional import/synchronize customers from the two systems. Ability to view order details in the CRM System of the linked customer in CRM. Import/ synchronize items in ERP… Read More »

Mapping Sage 300 Salesperson to CRM user

Recently we have one customization request from the client for mapping of Sage 300 salesperson to Sage CRM users. To do this customization we have created one functionality from where users can map and set manually Sage 300 Sales Person to Sage CRM users. This functionality developed to integrate Account Manager of Company in Sage… Read More »

Required IIS Configurations while installing Sage CRM

In our many blog we have discussed how to resolve numerous errors occurred due to some missing configuration in Internet Information Service (IIS) Manager. Hence in our blog we will discussing on the required configuration related to IIS for successful Sage CRM installation. New Stuff: Changing Sage CRM Default log on page for Mobile view… Read More »

How to overcome issue with Multi select fields in Sage CRM 2018 R3?

With the release of new versions of Sage CRM, great enhancements has been introduced in terms of UI/UX which has improved the User experience to a huge extent. Sage CRM has always been in talks for its flexible and configurable nature where the layout can be modified with ease. However, recently while working with Sage… Read More »

IIS 6 Management Compatibility Configuration

In Sage CRM, while setting up a Web Deployment Manager, you can receive a warning message as “Error connection to Internet Information Server (IIS). Make sure IIS is installed on same machine” as shown in the screenshot below. This blog is a solution for the error message which we will be explained in our below blog.… Read More »