Sage CRM is an effective business management tool that sustains sales, customer service, and marketing processes. It provides a well-defined platform for all business units to interact with their clients, fulfill their needs and demands effectively, assisting organizations to automate, manage and analyze customer interactions improving business relationships. Greytrix is now one of the primary… Read More »
In our previous blog series, we discussed about installing and configuring Sage 100 SData. In this blog, we will discuss about creating a gadget in Sage CRM which will display Sage 100 AR invoices from Sage 100 in Sage CRM using SData. New Stuff: Displaying quantity on hand information in Sage CRM in GUMU for Sage CRM… Read More »
In Sage CRM user can export data into Excel/PDF/CSV using Export to file button available on Search screen. You can also restrict access to this button to make it available only for Managers and Administrators. You can refer below blog link for your reference. Related Post: Hide Export data option for Non admin users By default, when you… Read More »
Sage CRM provides Report functionality through which we can create simple as well as complex report in CRM. Report helps us in getting clear idea about ongoing work also. New Stuff: Troubleshooting an error message of GUMU™ Integration – ‘File does not exist’ In CRM, we have reports of different categories like Activity reports, Campaign, Customer… Read More »
GUMU™ for Sage CRM – Sage ERP’s (i.e. 100/EM/500/300/Pro) integration is a real-time bi-directional link where we synchronize all the customer data from Sage ERP’s to Sage CRM and vice versa. Today in this blog, we will discuss about troubleshooting tips for resolving an error message related to ‘File does not exist’ which occurs on the… Read More »
GUMU™ for Sage CRM and Sage X3 Integration Link is a real time, bi-directional link that integrates Sage X3 and Sage CRM data. New Stuff: GUMU for Sage CRM- Sage ERP X3 – Sage ERP X3 Side Configuration Today we will discuss pricing loading functionality of GUMU for Sage CRM – SageX3 Integration. GUMU™ provides Sage… Read More »
GUMU™ Integration has a User Friendly Interface with Real time bi-directional link that integrates your front and back office, as a result making changes in either of the systems is directly reflected into another system or vice-versa. New Stuff: Synching Sage 100 memos in Sage CRM using GUMU™ Integration We can always customize our GUMU as… Read More »
GUMU™ for Sage CRM and Sage X3 Integration Link is a real time, bi-directional link that integrates Sage X3 and Sage CRM data. Below are various features currently available in this product. New Stuff: GUMU for Sage CRM- Sage ERP X3 – Sage ERP X3 Side Configuration In GUMU™ for Sage CRM – Sage X3 Integration,… Read More »
GUMU for Sage CRM and Sage X3 Integration Link is a real time, bi-directional link that integrates Sage X3 and Sage CRM data. Using GUMU integration user can promote new customers from Sage CRM to Sage X3. While promoting new customers, GUMU integration generates the customer number. In this blog post, we will discuss about… Read More »
In GUMU™ for Sage CRM – Sage EM 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 objects in Sage X3… Read More »
