Category Archives: Sage CRM 7.2

Display Additional information on Calendar screen of Sage CRM Mobile App

Sage CRM Mobile APP provides allows users to create new Tasks or Appointment and most importantly manage their day to day activities day by day. In this blog, we will explain how to display Additional information for the Appointments that are visible into the Calendar menu. Refer highlighted section for your reference. New Stuff: Troubleshooting Sage… Read More: Display Additional information on Calendar screen of Sage CRM Mobile… »

Unable to Download Data through Sage CRM Mobile Apps – Part 1

Hello Everyone! 🙂 As we all know, Sage CRM is getting enhanced day by day with its advanced level features as well as easy to access facility. And in today’s world when it comes to portability, product which could be accessible through mobile apps is one of the main requisite in demand. Sage CRM has… Read More: Unable to Download Data through Sage CRM Mobile Apps –… »

GUMU™ for Sage CRM – Sage 100 integration with AvaTax – III

In our previous blog we discussed about validating both Warehouse address (origin address) and Shipping address (Destination address) on creation of Orders in Sage CRM which takes more time. To overcome this we added a feature of Validating Address in bulk,we would discusses the same in this blog. New Stuff: Import Vendors in Sage CRM… Read More: GUMU™ for Sage CRM – Sage 100 integration with AvaTax… »

GUMU™ for Sage CRM – Sage 100 integration with AvaTax – II

In our Previous blog, we have discuss about configuring GUMU™ to calculate Tax on the basis of AVATAX API. In this blog we will check how user can make use of Avatax GUMU™ Addon while Creating Orders. New Stuff: GUMU™ Module installation for Sage 100 Premium version Once you are done with configuring GUMU Avatax Addon,… Read More: GUMU™ for Sage CRM – Sage 100 integration with AvaTax… »

Import Vendors in Sage CRM using GUMU Integration

GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link. In our current version of GUMU™ Integration Sage CRM admin user can Import/Promote Customers from Sage CRM to Sage 100 and Vice versa. Now we are introducing a new feature in our upcoming GUMU™ version, where user can Import/Promote vendor from Sage… Read More: Import Vendors in Sage CRM using GUMU Integration »

Error exporting reports to excel in CRM part 4

As you know we have been writing blogs on issues being faced while extracting reports data in excel and issues related to Dashboards not working. You can go through the links added below for your reference. Related Stuff: Error exporting reports to excel in CRM part 3 Even in today’s blog, we will be discussing… Read More: Error exporting reports to excel in CRM part 4 »

Calculate CST for Quotes through Sage CRM

By far we all know that by using Sage CRM, we can manage and maintain the Sales process in very efficient manner. Different entities such as Lead, Opportunity, Quote, Orders etc. falling under the Sales process makes it very appropriate from the Business point of view. Since every sales process ends up at the costing… Read More: Calculate CST for Quotes through Sage CRM »

Shipment and Invoice Process in CRM

Here with this blog, I would like to explain you how Shipment and Invoice process can be integrated in Sage CRM using Sage 300 ERP Web Service. As we know Sage CRM can be seamlessly integrated with Sage 300 ERP which allow users to check the actual Inventory and pricing before sending a quotation to… Read More: Shipment and Invoice Process in CRM »

Prepayment Process in CRM

Sage CRM is getting flexible in such a way that we can customize the same as per our business needs. The whole credit goes to .Net SDK of Sage CRM which is allowing developers to build Sage ERP related functionality in CRM. In today’s blog I will explain you a feature that we have designed… Read More: Prepayment Process in CRM »

Wrapper error in Sage CRM – Part 2

As we all know “SageCrmWrapper.dll” is one of the most important dll used among most of the Sage CRM custom entities. We have already posted few blogs regarding wrapper and other .dll issues which occurs in Sage CRM. In today’s blog, I will explain you one such scenario that was encountered during our recent implementation… Read More: Wrapper error in Sage CRM – Part 2 »