Category Archives: Sage CRM 2022 R1

Create Dynamic Grids Without SQL Using Table-wise in GUMU v5.6.0.5

Introduction In the previous article, we introduced the enhanced Dynamic Grid Query Manager in GUMU for Sage CRM and Sage 100, including its Query-wise and Table-wise configuration approaches. In this article, we will take a closer look at one of the key enhancements introduced in GUMU v5.6.0.5 — Table-wise Configuration. Organizations frequently need to display… Read More: Create Dynamic Grids Without SQL Using Table-wise in GUMU v5.6.0.5 »

Sync Data Configuration in Dynamic Grid Manager (Query-wise)

Introduction In the previous blog, we explored how SQL, synchronizaton tables, joins, calculated fields, and other SQL capabilities can be used to build advanced Dynamic Grids. But preparing the data is only one part of the process. When a Dynamic Grid uses a SQL synchronizatontable, the data in that table must also be kept up… Read More: Sync Data Configuration in Dynamic Grid Manager (Query-wise) »

Enhancing Order Screen with Current Order Date on Quote Conversion

Accurate order dates are important for maintaining correct order information and ensuring that the Order record reflects the actual date on which the order is created. To improve the order creation experience, a customization has been introduced on the Order screen to ensure that the Order Date is set to the current date when a… Read More: Enhancing Order Screen with Current Order Date on Quote Conversion »

Automatically Calculate Years from a Start Year Using Server-Side Scripting in Sage CRM

In many business scenarios, users enter the starting year of an event, such as the year a company entered the transportation industry. Instead of manually calculating the total experience every year, Sage CRM can automatically display the number of years completed based on the current date. For example, if a user enters 2000 in the… Read More: Automatically Calculate Years from a Start Year Using Server-Side Scripting… »

Enhancing New Line and QLE with Cost, Markup %, and Automated Price Calculations

our continuous efforts to enhance GUMU™ functionality, we remain committed to helping our clients improve usability, streamline their sales operations, and bring greater clarity to their pricing processes. In today’s blog, we are excited to introduce a new QLE enhancement — Cost and Markup % Fields — designed to give sales teams direct control over… Read More: Enhancing New Line and QLE with Cost, Markup %, and… »

Send Email Notification on Assigned User in Sage CRM

Timely communication is essential for effective CRM adoption and user engagement. To improve visibility of key CRM activities, we implemented an automated email notification solution in Sage CRM using a combination of SQL Triggers and Sage CRM Escalation Rules and view. This approach ensures that users receive relevant notifications whenever important events occur, helping teams… Read More: Send Email Notification on Assigned User in Sage CRM »

Automating Import and Validation in Sage CRM

In Sage CRM, one of our clients came with a requirement to automate their invoice processing workflow. Previously, invoices were entered manually through a portal and validated against predefined acceptance and denial rules, making the process time-consuming and prone to errors. To address this challenge, we developed an Automated Invoice Import Functionality that imports invoices… Read More: Automating Import and Validation in Sage CRM »

Simplify Product Maintenance in Sage CRM with Bulk Product Update and Bulk Product Image Update Buttons

Managing product information is an ongoing activity for businesses that maintain large product catalogs in Sage CRM. Whether it involves updating product details or refreshing product images, performing these tasks individually can consume significant time and effort. One of our clients approached with a requirement to simplify product maintenance within Sage CRM. The client wanted… Read More: Simplify Product Maintenance in Sage CRM with Bulk Product Update… »

Enhanced Business Visibility with the New “Sync Custom Field” Functionality

In today’s competitive business environment, having quick access to accurate customer financial and sales data is essential for making informed decisions. To help organizations gain better visibility into customer performance, we have introduced a “Sync Custom Field” button on the Company screen. We have a routine which syncs the This enhancement allows users to synchronize… Read More: Enhanced Business Visibility with the New “Sync Custom Field” Functionality »

Streamlining Tax Schedule Management in Order Processing

To Accurate tax handling is a critical part of efficient order management. To improve consistency between Opportunities and Orders, we have introduced an customization which was provided to a client that automatically applies the appropriate Tax Schedule during Order creation based on the Taxable status of the Opportunity. What Has Changed? The system will intelligently… Read More: Streamlining Tax Schedule Management in Order Processing »