Category Archives: Sage CRM 2017

Checking Progress Mass Emails in Sage CRM

Sage CRM provides many in-built features in CRM application. One of the commonly used feature is Mass Emails. With the help of this feature, users can send email to individual contact person or list of contact persons. You can send the mass emails to Person, Company and Lead Entities in Sage CRM. You will be… Read More »

Steps to be followed after change of Windows and SQL Password

The GUMUTM for Sage CRM – Sage 100 is a real time bi-directional integration link, using which an user can promote Sage CRM company, sales order from Sage CRM to Sage100. In addition to this, the information for Sage 100 customer flows between Sage CRM on real depending on the configuration setting option selected. Today… Read More »

To render the Node-Red service operational

In this blog, we are going to discuss “The troubleshooting steps to make the Node-Red service functional”. We have implemented new features in the GUMU™ integration that are operated with the help of node-red services. It’s entirely focused on the functionality of displaying Sage 100 sales data on a real-time basis. This also indicates presenting… Read More »

Enhance the AR Invoice tab as a Kendo Grid in the View ERP Data screen.

GUMU™ for Sage CRM – Sage 100 application is a real-time bi-directional integration link, using which a user can promote Sage CRM Company and sales orders from Sage CRM to Sage100. In addition to this, the information for Sage 100 customers flows between Sage CRM in real-time depending on the configuration setting option selected. Today in… Read More »

Steps to be followed after change of Sage CRM or Sage 100 application’s password.

The GUMUTM for Sage CRM – Sage 100 is a real time bi-directional integration link, using which an user can promote Sage CRM company, sales order from Sage CRM to Sage100. In addition to this, the information for Sage 100 customer flows between Sage CRM on real depending on the configuration setting option selected. Today… Read More »

Auto BCC Quotations to the Sage CRM Users

Sage CRM helps businesses to manage their internal communications with their colleagues as well as external communications with their clients from within Sage CRM itself. Sage CRM Communication module allows users to send information in the letter format along with predefined attachments like Quotation, Orders, etc. New Stuff: GUMU™ for Sage CRM – Sage X3… Read More »

Sage CRM 2022 R1: Insert email signature into replies and forwards

Sage has announced the latest release of Sage CRM i.e., Sage CRM 2022 R1.  The changes in Sage CRM 2022 R1 have been focused on improvements to the experience in Deployment and Administration. As we know every new version of Sage CRM is coming with many new features as well as enhancements that help to… Read More »

Change the Look and Feel of Sage CRM Grid

Sage CRM always provides configuration to change a screen level look and feel so that users can set up their screen, lists, buttons as per their requirements. It helps to build up convenience in the business process. Recently one of our clients wanted to change the color of button and text from the Sage CRM… Read More »

Configure Quick Find to Exclude fields from Quick Find Search

We all are aware of the Quick Find feature of Sage CRM. Quick Find feature has made the search functionality very easy and flexible by enabling search on single-line text, email address, and URL fields within all the primary entities as well as on custom entity records at once. This feature is very useful when… Read More »