GUMU™ for Sage CRM – Sage 500 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 500 to Sage CRM and vice-versa . In our previous blog post, we discussed about creating additional Contacts and addresses in Sage 500 ERP from Sage CRM. Similarly, user can add Additional Contacts and… Read More: Synchronization setting in GUMU for Sage CRM – Sage 500… »
As and when a report is fetched from Sage CRM which include chart then it will display chart on first page and data in subsequent pages. Sometimes, this way of displaying report to business users may not look attractive and it will eliminate the purpose of report. New Stuff: Restrict Users from applying discount to… Read More: Display Report Chart and Grid on same page »
As we know, Sales process is driven with the help of Lead, Opportunity, Quotes and Orders. And, to generate quotes and orders, we link the products and their prices in Quotes and Orders tab against Opportunity. This Quotes and Order functionality also comes with a feature wherein we can apply discount to an entire order… Read More: Restrict Users from applying discount to entire Quote and Order »
In our previous blog we have discussed about configuring our integration Sage X3 version 7. In our GUMU™ Integration, user is allowed to create additional contact and Address before promoting a customers to Sage X3. Once the customer is promoted to Sage X3, user will not be able to create Additional Address or person. In… Read More: GUMU X3 tips– Promoting Additional Address and Contacts »
While doing the User Acceptance Test (UAT) with customer, he requested us to freeze the tab group whenever users move screen in upward and downward direction. Here, we are talking about the several tabs shown on summary record of lead, company, Opportunities, etc. See below screenshot. To make this working, below is the script which… Read More: How to Freeze Menu bar for specific screen »
Recently, one of our customer asked us to add Auto Save feature in Sage CRM so with the help of JavaScript we enabled this. This feature will auto save the users data on pressing the Enter key. Open Cases Summary Report to Managers. Create a custom page and add the below code to get this… Read More: Auto-saving feature for Customized Entity »
GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa . Today in this blog, we will discuss about troubleshooting tips for resolving error message related to Zip Code while promoting company from Sage CRM to… Read More: Troubleshooting tips for Zip code setting using GUMU™ for Sage… »
Hi Folks! In standard CRM escalation conditions you must have seen “#” symbol used to get certain values on run time. Through this article I would be explaining you in detail about the usage of “#” symbol. New Stuff: How to bind Custom List in Dot net using Select SQL The #Codes are a set of… Read More: Meaning and Usage of “#” symbol in Sage CRM »
As we know we can create list in Sage CRM which can be attached to a table or view. Using .net technology, we can filter the list with specific record with certain condition given to it. But, what if we need to bind the custom list with Select SQL statement. This blog article will help… Read More: How to bind Custom List in Dot net using Select… »
