Category Archives: Uncategorized

Edit File without installing plugin in Sage CRM 2023 R1

In every business, information is the backbone for the growth of business. This information will be evaluated every year and growth can be achieved. This information can be stored in the form of documents. Sage CRM also have the Documents feature available for the Standard entities against which documents can be uploaded and it can… Read More »

Narrative Summary for Company in Sage CRM 2023 R1

In Sage CRM, Company is the main fundamental unit. After creating company, we can associate Sales and Service process to it. In Sage CRM, we can maintain company’s basic details like name, annual turnover, employee strength, company’s website etc. Also, we can link one primary contact person against company, who will be the SPOC for… Read More »

Integrate Sage CRM with Microsoft Office 365 Part using OAuth2.0

In today’s world every work done is paperless. For e.g. in many of the big organizations, everything is documented and communicated over emails. This reduces the exchanges of letters being used for the communication. Emails can be sent to the clients, vendors for any enquiries or information needed. Sage CRM also have an Email Integration… Read More »

GUMU™ Security Matrix enhancement for Sage CRM – Sage 100 Integration.

GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link which can be customize as per your company business needs. In the latest version of GUMU™ Sage CRM – Sage 100 Integration we have introduced some new features and… Read More »

Vendor Tabs in GUMU™ Sage CRM – Sage 100 Integration.

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. Using GUMU integration, we have displayed most of the information directly from Sage 100 in custom tab in Sage CRM. New Stuff: Real Time Work Ticket data… Read More »

Salesperson Mapping Sage X3 to Sage CRM

GUMU™ for Sage CRM – Sage 100 integration is a real-time, bi-directional link. In our last post, we went through the GUMU Integration Chart Feature In Sage 100. Recently, we have added a feature where the Sage CRM system administrator can map Sage 100 users with Sage CRM users. Today in this blog post, we will go through… Read More »

GUMU™ for Sage CRM – Sage X3 Integration is compatible with Sage CRM 2022 R2

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 R2 version. From ERP Side, it is already compatible till Sage X3 V12 version. For more… Read More »

Real Time Work Ticket data using GUMU™ Integration.

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. Using GUMU integration, we have displayed most of the information directly from Sage 100 in custom tab in Sage CRM. New Stuff: New Feature in GUMU for… Read More »

KITTING FUNCTIONALITY IN SAGE CRM

The GUMU™ for Sage CRM – Sage 100 is a real-time bi-directional integration link, using which a user can promote Sage CRM company, sales orders from Sage CRM to Sage100. In addition to this, the information for Sage 100 customer flows between Sage CRM on real depending on the configuration setting option selected. Today in… Read More »