Category Archives: Sage CRM

Setting require of – Bulk Import from Sage X3 to Sage CRM

Today, in this blog we will discuss about the setting required for Importing Customer/Products from Sage X3 to Sage CRM in Bulk using GUMU™ Sage CRM – Sage X3 Integration. New Stuff: New Features in GUMU™ for Sage CRM – Sage X3 Integration – Link Business Partners Please follow the below steps to configure ERP X3 database… Read More »

New Features in GUMU™ for Sage CRM – Sage X3 Integration – Auto Link

In our previous blog, we gone through Link Business feature which we have added in our latest version of GUMU™ Integration. New Stuff: New Features in GUMU™ for Sage CRM – Sage X3 Integration – Link Business Partners Today in this blog, we will discuss about Auto Link feature which is a part of Link Business Partner… Read More »

New Features in GUMU™ for Sage CRM – Sage X3 Integration – Manual Link

In our previous blog, we gone through Link Business feature which we have added in our latest version of GUMU™ Integration. New Stuff: New Features in GUMU™ for Sage CRM – Sage X3 Integration – Link Business Partners Today in this blog, we will discuss about Manual Link feature which is a part of Link Business Partners.… Read More »

Using Restrictor field with Search Select Advanced field in Sage CRM

Search Select Advanced Fields in Sage CRM is one of the powerful tool which helps to sort and search the data efficiently. Just by inputting first few letters of the data, it reduces the search results by sorting the data from the entity’s master table. SSA field of Sage CRM has itself got various properties… Read More »

Append User Name on My CRM Menu Option in Sage CRM

Sage CRM has always been helpful to manage and maintain Customer relationship data with an ease. It has always been easy to accommodate various customizations with different programming libraries such as jQuery, Javascript or say Client side API. Earlier, we had explained how you can append Logged in user name to Custom tabs. You can… Read More »

How to select All records from the list with single checkbox by using JavaScript in Sage CRM?

As we all knows that Sage CRM fully supports client side scripting languages like JavaScript, JQuery etc. There can be a various purpose of using JavaScript in CRM but commonly we use for hide and show of fields or to populate value in one selection field based on selection made in another field. Today we… Read More »

How to disable Embedded Email Editor in Sage CRM?

CRM’s Email Manager Service runs in the background to process the inbound and outbound emails in CRM. There is no need to install Email Manager Functionality separately as it comes by default with the CRM installation. This functionality can work with CRM’s embedded email editor or Microsoft Outlook to send an email out of the… Read More »

Greytrix on-boards Sage Global Rockstar ISV Program with GUMU™ for Sage CRM – Sage Enterprise Management Solution

Greytrix a successful Sage Development Partner since 20 years has reaffirmed its close relationship with Sage by joining the Rockstar ISV Program for its GUMU™ Integration portfolio’s flagship product Sage Enterprise Management – Sage CRM Integration. “Rockstar” – the highest accolade for ISV partners from Sage makes it easy for Sage partners, customer and employees to implement,… Read More »

Hide New button in Sage CRM using jQuery

By far we all know, Sage CRM is used to capture and manage Business’s Sales and Service data along with the proper linking/management with respective Customers. Entities such as Case, Lead, Opportunity, Quotes and Orders etc. helps in recording Sales and Service data in system. Users can capture the data in these entities using the New button available at top right hand… Read More »

Hide … (Ellipses) Tab from Tab Group in Sage CRM

Hello everyone, as we know … (Ellipses) Tab helps user to change the default tabs that are displayed in different areas of the system. For example, if user rarely uses Preferences tab then, user can remove this tab from his My CRM. However, user can easily enable it again if he want. New Stuff: Hide Follow-up… Read More »