In one of our earlier blog we have discussed how, “To Print Sage 300 invoices within Sage CRM”. New stuff: Identifying Screen Mode in Client Side API Now in this blog we are going to discuss an out of box feature that we have added to send Sage 300 Invoice in PDF/Word format to customer. Recently… Read More: Send Sage 300 Invoices to Customer from Sage CRM »
GUMU™ for Sage CRM – QuickBooks integration link is an external bi-directional link which synchronizes data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are various number of Synchronization processes. Today in this blog, we will walk through the process of syncing address from Sage CRM to QuickBooks customers using… Read More: Synchronize Contact between Sage CRM-QuickBooks using GUMU Integration »
GUMU™ for Sage CRM – QuickBooks integration link is an external bi-directional link which synchronizes data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are various number of Synchronization processes. Today in this blog, we will walk through the process of syncing address from Sage CRM to QuickBooks customers using… Read More: Sync Company Address from Sage CRM to QuickBooks using GUMU™… »
In our earlier posts, we had explained number of Sage CRM Client Side techniques that can be used to customize Sage CRM Screens, Grids, and Fields etc. In this blog, we will explain how to identify the mode of the screen using Client side API method. New Stuff: Display Custom Tool tips in Calendar Tab The… Read More: Identifying Screen Mode in Client Side API »
Tasks and Appointments of Users are displayed under “My CRM” or “Team CRM” menu in Calendar Tab. In Calendar Tab of “My CRM” user can see his Tasks & Appointments. In “Team CRM” menu, under Calendar Tab user can see the list of all the Teammates Tasks and Appointments. Now if user wants to see… Read More: Display Custom Tool tips in Calendar Tab »
The checkbox field creates a list of tick-able options. Checkbox fields have their limitation we can use them to have only 2 options. In Sage CRM If checkbox field is checked then ‘Y’ value is stored in database and if it is unchecked ‘Null’ value is stored in database. New stuff: Mass Update Territory in Sage… Read More: Convert Checkbox field to Selection field in SAGE CRM »
In our GUMU™ integration, we keep on adding new features which is very helpful for your business process and users. In the upcoming GUMU release, we are planning to add new features which will accelerate the Order Creating and Promotion Process even better as we did previously by adding Quick Line Entry Feature. For this we are planing to add Quick Order Entry feature where user can Create Order using multiple line items and than can promote that Order through Order Summary Screen using Promote Order button. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available Below is the proposed functionality for this feature We will added a new button in the menu section as shown below It will open a screen where user can enter Company and person(We can customize this screen as well to add more field) Once user has selected… Read More: New Feature in GUMU for Sage CRM – Sage 100… »
Our GUMU™ for Sage CRM – QuickBooks integration link is an external bi-directional link which synchronize data from Sage CRM to QuickBooks and vice versa. Today in this blog, we will explain how to create custom fields in Sage CRM which can be integrated with QuickBooks. New Stuff: Calculate Sales Tax in Sage CRM using AvaTax… Read More: Create Custom Fields in Sage CRM Cloud/On-Premise for Sage CRM… »
In the Business world, Organizations can have Customers all over the world. Organizations can track their Customers Country code and Area code in their records. It depends on individual Organization to track Country code and Area code in their records. New Stuff: Posting Single Invoice Entry from Sage CRM for Multiple Shipments In Sage CRM… Read More: Country and Area code configuration in Sage CRM »
In ERP when a Customer purchases more than one item we can send that Customer a combined invoice. A combined invoice lets a Customer send you a single payment for multiple shipments. In our earlier Blog we had explained how to Create Single Invoice Entry from Multiple Shipment Entry in Sage 300 ERP. Now in… Read More: Posting Single Invoice Entry from Sage CRM for Multiple Shipments »
