Category Archives: Sage CRM

Prevent Cross-site Scripting in SAGE CRM 2018 R2

Hello everyone! The new release, CRM 2018 R2 introduced a new thing i.e. preventing Cross-site Scripting (XSS) in the system. In this blog, I will explain that what exactly the XSS means with the examples and how to prevent CRM from it. New Stuff: Populating Default Date Field Values in Sage CRM Cross-site scripting (XSS) is… Read More »

Populating Default Date Field Values in Sage CRM

Date fields have been a challenging and sometimes a difficult task to work within Sage CRM. Client-side scripts and JQuery has although taken up customizations to a higher level, it does require writing a few lines of codes/functions in order to customize the Date field’s functional behavior. New Post: Synchronize Active Salespersons in Sage CRM and… Read More »

Generate Unique Reference Number in Custom Field using Workflow

In previous blog, we have seen that how we can call stored procedure from workflow action. Now, I will explain you, how we can use the same feature to generate Unique Reference Number for other entities like Case, Quote or Order. New Stuff: Prevent the Non-Admin users from adding duplicate records in Sage CRM We can… Read More »

GUMU for Sage CRM – Sage Intacct Integration – Coming Soon

After real-time, bi-directional Sage CRM integrations for Sage 100, Sage 500, Sage 300 and Sage X3, we are now developing GUMU™ integration solution for Sage Intacct and Sage CRM soon. New Stuff: Modification to Phone/Email synchronization – GUMU™ for Sage CRM-Sage X3 integration For developing this connector, we are using Sage Intacct Web services for fetching data from Sage… Read More »

GUMU for Sage CRM-Sage 300 OE integration is compatible with Sage CRM 2017 R2 and Sage 300 v2018

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… Read More »

Modification to Phone/Email synchronization – GUMU™ for Sage CRM-Sage X3 integration

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. In GUMU™ for Sage CRM – Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage CRM user… Read More »

Opportunity Workflow not visible in Sage CRM and Sage 300 ERP Integrated system

Sage CRM integrated with Sage 300 ERP has some nice features such as Customer/Vendor information from ERP, Invoice/Order details, creation of Quotes and Orders from CRM which gets directly linked into ERP against the selected Customer etc. We can also view all the Orders, shipments, Credit/ Debit Notes, Sales history of Customer through Sage CRM.… Read More »

Site Validation while creating Quote/Order in Sage CRM GUMUX3 Connector

In our latest version (v1.1) of GUMU™ for Sage CRM – Sage X3 Integration, we are importing those products into Sage CRM whose Sold and Deliverable checkboxes are checked in Sage X3. Refer below screenshot, Once the products are imported in Sage CRM, user can create and promote Quote/Order using those products from Sage CRM… Read More »

New Enhancement in GUMU™ for Sage CRM – Sage X3 Integration

GUMU™ for Sage CRM – Sage X3 Integration is a real-time bi-directional integration between Sage CRM and Sage X3 enables users to access customer, invoice and order information from either of these two systems. New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage ERP X3 Recently, we have released latest version (v1.1) of GUMUX3… Read More »