Category Archives: Sage Accpac

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 »

Use of Exclude All and Include All buttons in Static Group

GROUPS is a very efficient feature provided by SAGE CRM using which we can collectively refer to the several entity records at the same time for performing particular action. This functionality is available for all the standard entities in SAGE CRM like Company, Person, Cases, opportunities etc. In this blog we are going to explain… Read More »

500 Internal server Error with CRM and ERP Integration

Hi Folks! As you know Sage CRM allow you to do integration with Sage 300 ERP to manage your customer effectively. While performing integration you may face different type of errors which has different resolutions altogether. Similarly, In this blog we will see one of the issue stating 500 internal server Error on accessing Quotes… Read More »

Disable Delete Button on SWT Quote and Order Summary Screen

Sage CRM integrated with Sage 300 ERP allows us to access important information in real-time. It also provides synching of tables and database of Sage 300 ERP that allow us to create Quotes and orders from CRM which pushes data in ERP. New Stuff: Restrict users in creating Recurring Appointments While doing customization for one of… Read More »

Signature in SageCRM

Nowadays businesses have evolved, we have come a long way from Shops to Websites, E-commerce, home deliveries and then Mobile Apps. New Stuff: Enable Workflow Capability to an existing Entity Major part of service industry is customer satisfaction and feedback. To maintain the Quality of Service and everyday transactions updated. Companies need the data of every… Read More »

How to integrate Sage CRM and Sage 300 ERP Integration Part-2

This blog is in continuation of my previous blog wherein I have explained you the pre-requisites to be taken care of at the time of ERP installation for Sage CRM and ERP integration. Now in this article I will explain you the configurations that needs to be done regarding Web Portal and Web Deployment Manager… Read More »

How to integrate Sage CRM and Sage 300 ERP

By far we all are aware with the important business functionalities provided by Sage CRM in the fields of Marketing, Sales, and Service. But along with this, Sage CRM is also flexible to integrate with other ERP’s like Sage 300, Sage 100 or any other third party application. Sage CRM integrated with Sage 300 ERP… Read More »