Document management plays a vital role in any CRM system. In Sage CRM, every entity—such as Company, Case, and Opportunity—has its own Documents tab where users can upload and manage attachments. However, the Documents tab displays only the documents associated with that specific record. For example, the Documents tab on a Case shows only Case-related… Read More »
In many business scenarios, users enter the starting year of an event, such as the year a company entered the transportation industry. Instead of manually calculating the total experience every year, Sage CRM can automatically display the number of years completed based on the current date. For example, if a user enters 2000 in the… Read More »
GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that keeps customer, sales, and order data moving seamlessly between the two systems. It’s built to eliminate manual re-entry and keep both platforms in sync, giving users real-time visibility into the customer information that matters most. On a recent integration project, one client… Read More »
our continuous efforts to enhance GUMU™ functionality, we remain committed to helping our clients improve usability, streamline their sales operations, and bring greater clarity to their pricing processes. In today’s blog, we are excited to introduce a new QLE enhancement — Cost and Markup % Fields — designed to give sales teams direct control over… Read More »
Timely communication is essential for effective CRM adoption and user engagement. To improve visibility of key CRM activities, we implemented an automated email notification solution in Sage CRM using a combination of SQL Triggers and Sage CRM Escalation Rules and view. This approach ensures that users receive relevant notifications whenever important events occur, helping teams… Read More »
In Sage CRM, one of our clients came with a requirement to automate their invoice processing workflow. Previously, invoices were entered manually through a portal and validated against predefined acceptance and denial rules, making the process time-consuming and prone to errors. To address this challenge, we developed an Automated Invoice Import Functionality that imports invoices… Read More »
Managing product information is an ongoing activity for businesses that maintain large product catalogs in Sage CRM. Whether it involves updating product details or refreshing product images, performing these tasks individually can consume significant time and effort. One of our clients approached with a requirement to simplify product maintenance within Sage CRM. The client wanted… Read More »
In today’s competitive business environment, having quick access to accurate customer financial and sales data is essential for making informed decisions. To help organizations gain better visibility into customer performance, we have introduced a “Sync Custom Field” button on the Company screen. We have a routine which syncs the This enhancement allows users to synchronize… Read More »
To Accurate tax handling is a critical part of efficient order management. To improve consistency between Opportunities and Orders, we have introduced an customization which was provided to a client that automatically applies the appropriate Tax Schedule during Order creation based on the Taxable status of the Opportunity. What Has Changed? The system will intelligently… Read More »
At GUMU™, we continuously strive to enhance Sage CRM functionality by introducing practical improvements that simplify business processes and improve user experience. In this blog, we are excited to introduce a new enhancement to the Quick Line Entry (QLE) screen — Improving Cost Accuracy with Drop Ship-Based Cost Control in Sage CRM Recently, one of… Read More »
