Category Archives: Uncategorized

Attach Meeting Documents against Appointments in Sage CRM

Sage CRM has helped to manage all communication related activities with the help of tasks, appointments, emails etc. Data security and management has also been made easily available within Sage CRM’s various modules or entities. But have you ever came across such a requirement where to need to upload documents related to specific appointments? New… Read More: Attach Meeting Documents against Appointments in Sage CRM »

Get Dropbox Event updates into Sage CRM Interactive Dashboard Gadget

Dropbox is a place where we love to keep or store our document, files and video so that we can view them anytime anyplace. Dropbox also make it super easy to share files with other peoples by just providing the Dropbox link to the other people using which people can directly download the file. New… Read More: Get Dropbox Event updates into Sage CRM Interactive Dashboard Gadget »

How to control Email Forward and Reply Translations

Communications is one of the important pillars for running Business successfully. Sage CRM’s Email functionality has proved to be one of the strongest feature as it has its own internal e-Mail client that allows users to create, send and manage emails entirely within CRM. In this article I will make you familiar with the default… Read More: How to control Email Forward and Reply Translations »

Error Logs in Sage CRM – Sage 100 GUMU Integration

GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link.Using GUMU™ integration, you can integrate front and back office data. Using GUMU™, a user can promote Sage CRM Company, promote sales order from Sage CRM to Sage 100. In addition to this, all the information for Sage 100 customer flows… Read More: Error Logs in Sage CRM – Sage 100 GUMU Integration »

Unable to add Person in External Attendees for Appointments

Communications being an essential part of every business demands to be tracked or maintained in efficient manner. One such prominent feature is of Sage CRM’s Communications entity which is available against every other entity such as Company, Person, and Opportunities etc. Another feature is of External Attendees functionality where we can maintain and manipulate the… Read More: Unable to add Person in External Attendees for Appointments »

What’s New – GUMU integration is now compatible with Sage 100 2016

GUMU™ Integration has a User Friendly Interface with 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-a-versa. With the GUMU™ Sage CRM – Sage 100 Real-time, Bi-directional integration, you can access customer information, promote orders… Read More: What’s New – GUMU integration is now compatible with Sage… »

Restrict Users to create order if Credit Limit is exceeded

Our GUMU for Sage CRM – Sage 100 integration is link is real time bi-directional integration link. One of its exclusive feature is that it is a customizable link and we can customize GUMU to suite your company business process. Just to illustrate, we came across a scenario wherein a client came up with a… Read More: Restrict Users to create order if Credit Limit is exceeded »

Real time changes from Sage 100 to Sage CRM for Vendor

GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link.  Now we are coming up with new feature in our new GUMU™ for Sage CRM – Sage 100 integration, where user can Import/Promote vendors from Sage CRM to Sage 100 and vice versa. New Stuff: GUMU™ Module installation for Sage 100 Premium… Read More: Real time changes from Sage 100 to Sage CRM for… »

Creating additional purchase Addresses from Sage CRM to Sage 100 for Vendors

GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Now in addition to synching of address, we are coming up with new GUMU version where we will be adding vendor synching part as well to GUMU… Read More: Creating additional purchase Addresses from Sage CRM to Sage 100… »

Highlight fields using Client side API in Sage CRM

As we know that Dot net API provide various functions using which we can highlight the rows, columns or field by giving background color. The standard function will only highlight the field with a color but we can also change the setting to highlight the border of the field. New Stuff: Access to Add File in… Read More: Highlight fields using Client side API in Sage CRM »