GUMU™ for Sage CRM – Sage 100 application is a real-time bi-directional integration link, using which a user can promote Sage CRM Company and sales orders from Sage CRM to Sage100. In addition to this, the information for Sage 100 customers flows between Sage CRM in real-time depending on the configuration setting option selected. Today in… Read More »
The GUMUTM for Sage CRM – Sage 100 is a real time bi-directional integration link, using which an user can promote Sage CRM company, sales order from Sage CRM to Sage100. In addition to this, the information for Sage 100 customer flows between Sage CRM on real depending on the configuration setting option selected. Today… Read More »
Sage CRM helps businesses to manage their internal communications with their colleagues as well as external communications with their clients from within Sage CRM itself. Sage CRM Communication module allows users to send information in the letter format along with predefined attachments like Quotation, Orders, etc. New Stuff: GUMU™ for Sage CRM – Sage X3… Read More »
GUMU™ Integration has a User-Friendly Interface with a 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. With the GUMU™ Sage CRM – Sage 100 Real-time, Bi-directional integration, you can access customer information, promote orders and view Sales Summary/History… Read More »
In Sage CRM, workflow automates business processes using a predefined set of business rules and actions. In a business, if two or more teams are working on a project and they have to see the progress of project then this can be defined with the various actions in the workflow. For e.g. Sales team have… Read More »
Sage CRM always provides configuration to change a screen level look and feel so that users can set up their screen, lists, buttons as per their requirements. It helps to build up convenience in the business process. Recently one of our clients wanted to change the color of button and text from the Sage CRM… Read More »
We all are aware of the Quick Find feature of Sage CRM. Quick Find feature has made the search functionality very easy and flexible by enabling search on single-line text, email address, and URL fields within all the primary entities as well as on custom entity records at once. This feature is very useful when… Read More »
As per native Sage CRM Person SSA field feature when a person is linked we can only see the Phone number associated with the person next to it. In this blog, we will explain how to set email address along with Person Name and Phone number in Person SSA field in Sage CRM using server… Read More »
What good is capturing and organizing all that customer data in, if you can’t find the right information when you need it? Sage CRM is one such application that helps in capturing, organizing as well as searching the information with ease. Every business user that works with CRM wants quick results while searching for data… Read More »
In today’s world, where maintaining and managing details within a system is a must from automation point of view; documenting necessary stuff is also very important on another hand. While working in an organization, at one point there is always a need of storing company documents in a safe place. Every business has its own… Read More »