Category Archives: Sage CRM 2022 R1

Auto BCC Quotations to the Sage CRM Users

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™ for Sage CRM – Sage X3 Integration is compatible with Sage CRM 2022 R1

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Our GUMU™ integration link is now compatible with the latest version of Sage CRM v2022 R1 version. From ERP Side, it is already compatible till Sage X3 V12 version. New Stuff: Pre–… Read More »

GUMU™ integration is now compatible with Sage 100 v2022

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 »

GUMU™ for Sage CRM – Sage X3 Integration is compatible with Sage CRM 2022 R1

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Our GUMU™ integration link is now compatible with the latest version of Sage CRM v2022 R1 version. From ERP Side, it is already compatible till Sage X3 V12 version. New Stuff: Pre–… Read More »

GUMU™ for Sage CRM – Sage 100 Integration is compatible with Sage CRM 2022 R1

GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The link supports multiple… Read More »

Sage CRM 2022 R1 UX improvements – Update territory in Opportunity, Case, Lead Groups

Sage CRM is very flexible to manage or incorporate different type of scenarios as per the business needs. It has an inbuilt powerful Security mechanism known as “Territories”. By setting territories in Sage CRM, we can restrict one user from accessing records of another user belonging to different territory. Territory field is available on Main… Read More »

Sage CRM 2022 R1 – Automatically refresh calendar and calendar list

One of the most effective features available in the Sage CRM is Calendar and widely used feature as well. Sage CRM’s Calendar tab helps the users to manage communications i.e. appointments and tasks such as taking a follow-up from the customer, sending an email, scheduling a call, etc. We have already written about the new… Read More »