In business applications, not every user should have the same level of access. While many users may need to view records and information, only authorized users should be able to modify them. One of our client wanted control over record modifications, so a customization has been introduced to control the visibility of the Change button… Read More »
Simplifying Quote and Order Search with Product Code Lookup Businesses managing a large volume of quotes and sales orders often spend considerable time searching for specific customer transactions. While Sage CRM provides powerful search capabilities, searching for quotes or orders based on the products they contain is not available by default. To address this challenge,… Read More »
Turning Customer Purchase History into Actionable Sales Opportunities For sales teams, knowing when a customer is likely to place their next order can make the difference between a successful follow-up and a missed sales opportunity. While customer purchase history contains valuable insights, manually reviewing order patterns across hundreds of accounts can be time-consuming and inefficient.… Read More »
If you’ve ever spent time searching through multiple screens in Sage CRM just to find a customer record, an open opportunity, or a support case, you’re not alone. While Sage CRM is a powerful business tool, accessing the information you need isn’t always as quick as you’d like. That’s where GUMU™ Co-pilot comes in. Built… Read More »
The latest release, GUMU™ for Sage 100 – Sage CRM v5.6.0.5, is squarely focused on that: a batch of usability enhancements, performance tuning, and stability fixes that add up to a noticeably smoother experience for everyone touching the system. Whether you’re a Sage CRM customer running the integration day to day or a partner managing… Read More »
In our previous Dynamic Query Grid Blog, we explored how the Enhanced Dynamic Grid Query Manager simplifies displaying Sage 100 ERP data within Sage CRM using Query-wise and Table-wise configurations. Before creating your first Dynamic Grid, it’s important to understand the metadata that controls how the grid behaves. Metadata defines what data is displayed, how… Read More »
Imagine a sales representative is speaking with a customer over the phone. The customer asks about the latest invoice or available inventory. Without ERP data inside Sage CRM, users must switch to Sage 100, search for the required information, and then return to CRM. Repeating this process throughout the day reduces productivity. The Enhanced Dynamic… Read More »
In today’s competitive business environment, achieving sales targets is just as important as tracking actual sales performance. The Actuals Versus Target Gadget provided to one of our client provides organizations with a clear, visual comparison between sales targets and actual sales, enabling management and sales teams to quickly identify performance gaps and take corrective actions.… Read More »
In Sage CRM, one of our clients required a solution to monitor user activity on the Case entity. They wanted to know not only who modified a record, but also who viewed it and when. This level of auditing helps organizations improve accountability, maintain data integrity, and meet compliance requirements. To address this requirement, we… Read More »
GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that seamlessly connects CRM and ERP processes. One of its key strengths is its flexibility, allowing businesses to tailor the integration to match their specific operational requirements. At Greytrix, we continuously enhance our GUMU™ integration to simplify day-to-day business operations. As part of… Read More »
