Category Archives: Sage CRM

Creating Web service Sub-Program (interface) in Sage X3 for use into GUMU™ Customizer

In GUMU™ for Sage CRM – Sage X3 integration, we have provided with feature where user can create Sage CRM grids, panels to display information from Sage X3 on real time basis. We had seen this in our previous blogs. In this blog, we will discuss how to create Web Service Sub programs (interface) in Sage X3 so… Read More »

Troubleshooting – Inquiry list display incorrect column header captions

GUMU™ for Sage CRM – Sage ERP X3 is a real-time, bi-directional link. In this blog, we will go through an Issue which user may face while using integration and its possible solution. New Stuff: Pre– Requisites for installing GUMU for Sage CRM- Sage ERP X3 Issue: Incorrect column header Caption display on Order/AR Inquiry screens in Sage… Read More »

Enabling and Disabling of Workflow in Sage CRM based on a Field value

We all are familiar with the JavaScript Codes or say the Client side API and its benefits to ease the customization efforts of programmers in Sage CRM. One such advantage w.r.t CRM Workflows was enabling or disabling of specific rule based on the conditions. But what if you need to disable the whole workflow on… Read More »

Adding Custom Field on Sage CRM screen using .Net

Sage CRM provides System administrator with easy ways to add or remove fields from the system. Every screen and list in CRM draws its data from the views which are based on the SQL tables linked to a particular entity. Thus whenever a user needs to add a field belonging to a different entity, he… Read More »

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

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… Read More »

GUMU™ Integration is compatible with new Sage X3 v11 along with Sage CRM 2017 R2

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… Read More »

Deduplication on Company Phone and Email Details

Sage CRM gives us the provision to validate the duplicate company records with the help of Deduplication applied on Company Name or other company details, however there is no such standard method to validate Phone or Email details existing in the system. In this blog, I will share a method through which you can apply… Read More »

Delete Quote Line Items using JavaScript

We all are much familiar with Quote mechanism provided by SAGE CRM. We can manage quotes for an opportunity and also further can convert it to order for our customers. This functionality allows us to add Line Items or Products against it. In this blog, I will explain how we can delete line item record… Read More »