Category Archives: Sage CRM

Display Company Information in an Opportunity Entity

Recently one of our customers came up with a requirement to display the Company Entity data into an Opportunity Entity in SageCRM.com. It is little bit tricky to display data in an Opportunity entity as one can use only Client Side Script to perform any operations in SageCRM.com. New Stuff: Validate Email Addresses using Sage CRM… Read More »

Validate Email Addresses using Sage CRM Client Side API

In our earlier posts, we had explained how Email Addresses and Phone Numbers can be validated by adding JavaScript code. However Sage CRM Client Side API Library methods can be used to validate email. New Stuff: Apply Caption Properties using Sage CRM Client Side API Kindly allow me to elaborate in more detail. Consider you need… Read More »

Create Sales order in Sage CRM using Credit Card Pre-authorization

In our last blog, we gone through Tax Calculation functionality using AvaTax API, which we are incorporating in our new upcoming version. In this blog, we will go through another new functionality which we will be incorporating in upcoming GUMU versions. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available In… Read More »

GUMU Sage CRM – Sage 100 integration – Help Button

In our GUMU for Sage CRM – Sage 100 ERP integration product, we always add new features\enhancements to existing product. Our GUMU version is now compatible with latest Sage CRM 7.3 version. New Stuff: GUMU Sage 100 Tips – Compatibility View mode In our latest GUMU version, now we have added Help button on each GUMU… Read More »

GUMU Sage CRM side configuration for Sage 500 ERP Integration

GUMU for Sage CRM – Sage 500 ERP integration is a real-time and bi-directional link.  Today in this blog, we will go through Sage CRM side configuration. Once you are done with the GUMU installation at Sage CRM server, you can follow below steps to configure the integration from Sage CRM side. 1.  Login to Sage CRM… Read More »

Call the Person of User’s Choice in Outbound Call List of Sage CRM

In our previous blog post, we have explained customizing of Outbound Call List. Refer below link for more details. https://www.greytrix.com/blogs/sagecrm/2013/10/14/customizing-outbound-call-lists/ In this blog post, we will explain customizing of Person List that appears when user clicks on ‘Get a Call’ button. New Stuff:  Adding Documents Tab to Leads in Sage CRM 2014 R2 Get a… Read More »