Category Archives: Uncategorized

Are you Attending Sage Business Partner Conference -2016? Yes, we are!

Sage Business Partner Conference – South Africa begins next week starting 26th January and we are excited to be exhibiting there once again this year. Greytrix – known for its award winning GUMUTM Integration framework would be showcasing its flagship products and services i.e. Sage X3 integration with Salesforce, eCommerce (Magento), Sage CRM  which are built on robust… Read More »

Currency setting in GUMU™ for Sage CRM – Sage X3 integration

GUMU™ for Sage CRM – Sage X3 integration is real time bi-directional integration which synch all the customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Before installation of GUMU™ for Sage CRM – Sage X3 integration, there are some pre-requisite points which need to be done. The Currency setting is one… Read More »

Sync Company Data from Sage CRM to QuickBooks using GUMU™ link

GUMU™ for Sage CRM – QuickBooks integration link is external bi-directional link which sync data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are number of Sync processes. Today in this blog we will walk through the process of syncing company data from Sage CRM to QuickBooks customers using GUMU… Read More »

Sage CRM and Sage 300 ERP Integration Part-3

Hi everyone, in this blog article I will be explaining you few important steps with regards to Sage CRM and 300 ERP integration configuration. Well, sometimes while setting up the integration on client environment we face issues which are specifically related to access violation or improper rights given to Program folders. New Stuff: How to Remove… Read More »

How to Remove Report Category from CRM?

As we all know that Sage CRM comes with several features which enhance the product usability. In this blog we will be talking about Reports and its maintenance. As a standard offering Sage CRM comes with several reports which are available in different categories. So, while implementing Sage CRM for a client we may need… Read More »

Automatic Closure of Dormant Leads

We may want to have Leads that has not been attended for 6 months, to be automatically marked as ‘Closed‘. The easiest way to do this, is to schedule a Job in SQL. New Stuff: Add Calendar Gadget in an Interactive Dashboard in Sage CRM One can easily check leads which are 6 months older in… Read More »