Category Archives: Sage CRM

New Features in System Behavior in Sage CRM 2018 R2

In Sage CRM 2018, there are new features are introduced into the System Behavior settings to improve the security of Sage CRM. New Stuff: Adding and Sorting of Additional Fields to Calendar List in Sage CRM 2018 R3 System behaviors are the configuration setting that are applied to all the user using the Sage CRM. In… Read More »

Adding and Sorting of Additional Fields to Calendar List in Sage CRM 2018 R3

We all are aware of a new feature “Calendar List” tab introduced in Sage CRM 2018 R3, which allow us to use Standard Calendar information in more easy and responsive manner. It allows sorting of data of the following fields: Attachment, Person, Company, Subject, Detail, Status, Type, Action and Date / Time in ascending or… Read More »

Create Communication while uploading document in Sage CRM

As you all know, Documents plays a vital role in any business. Various documents are being shared while investing in a business with a Client. Sage CRM do allows to follow/manage the business process through Sales and Service module of CRM. And also the related documents can be added against the Documents tab available against… 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 »

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 Enhancements for GUMU™ Sage CRM – Sage Enterprise Management Integration

GUMU™ for Sage CRM – Sage EM Integration is a real-time bi-directional integration between Sage CRM and Sage EM 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 E Recently, we have released latest version (v1.1) of GUMUX3 Connector… Read More »

Importing email and phone details of contacts from Sage X3 to Sage CRM

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. We are releasing soon a new setup for GUMU™ Sage CRM – Sage X3 integration which is version 1.1 for CRM… Read More »

Exclude All or None options from selection field in Sage CRM

As we all know Sage CRM is flexible enough when it comes to incorporating customizations. Other ease comes with the various types of fields available in CRM like numeric, text, date-time, currency, selection, multi-selection etc. These different field types not only helps in easy data capturing but also in searching the data. But what if… Read More »

Highlight Text in Grid using Sage CRM Client-Side API

Hi everyone as we all know Sage CRM provides a number of inbuilt client functions such as highlight grid and hide panel etc., to enhance look out of the screens and make flexible as client requirement. New Stuff: Troubleshooting Tomcat Issues Recently one of our clients came with the requirement, that they want to highlight text… Read More »