Category Archives: Sage CRM

Actuals Versus Target Gadget – Monitor Sales Performance with Confidence

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: Actuals Versus Target Gadget – Monitor Sales Performance with Confidence »

Sage CRM Audit: Record View and Change Tracking.

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: Sage CRM Audit: Record View and Change Tracking. »

GUMU™ for Sage CRM – Sage 100: Export YTD Sales Details to Excel from Customer Context

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: GUMU™ for Sage CRM – Sage 100: Export YTD Sales… »

Enhance Sage CRM User Experience with Quick Access to Company Library Documents

Document management plays a vital role in any CRM system. In Sage CRM, every entity—such as Company, Case, and Opportunity—has its own Documents tab where users can upload and manage attachments. However, the Documents tab displays only the documents associated with that specific record. For example, the Documents tab on a Case shows only Case-related… Read More: Enhance Sage CRM User Experience with Quick Access to Company… »

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… »

Sharper Shipping Control: Ship-to Code and Shipper Account Number Enhancements in GUMU™ for Sage CRM – Sage 100

GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that keeps customer, sales, and order data moving seamlessly between the two systems. It’s built to eliminate manual re-entry and keep both platforms in sync, giving users real-time visibility into the customer information that matters most. On a recent integration project, one client… Read More: Sharper Shipping Control: Ship-to Code and Shipper Account Number Enhancements… »

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… »