Set Default Type on Export Screens

In Sage CRM, Users can export a list of companies or other standard primary entity data based on a Saved Search. We have this option available on standard find screen for all primary entities. New Stuff: Adding Documents Tab to Leads in Sage CRM 2014 R2 Upon clicking Export to file button highlighted above in screen… Read More: Set Default Type on Export Screens »

Auto Spell Check Functionality in Sage CRM 7.3 CK Editor

Till Sage CRM 7.2, we were not having “Auto Spell Check” functionality available and we have to click on “Spell Check” button and then it shows the spelling mistakes. This approach was very reactive approach and multiple times it happens as human being people forget to click on “Spell Check” and we store data with… Read More: Auto Spell Check Functionality in Sage CRM 7.3 CK Editor »

Create Sales order in Sage CRM using Credit Card Pre-authorization

In our last blog, we gone through Tax Calculation functionality using AvaTax API, which we are incorporating in our new upcoming version. In this blog, we will go through another new functionality which we will be incorporating in upcoming GUMU versions. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available In… Read More: Create Sales order in Sage CRM using Credit Card Pre-authorization »

Calculate Sales Tax in Sage CRM using AvaTax API

Thank You for making our GUMU as a preferred choice for integrating Sage CRM with Sage 100 (MAS90) ERP. Since its built on a flexible architecture we keep on adding new features adding more value to your business. Today, we are we will discuss a new requirement which will make your Sage CRM tax smart. New… Read More: Calculate Sales Tax in Sage CRM using AvaTax API »

Accelerate your Line Item Entry process using GUMU Integration

We are working on some interesting new features which we have discussed in our earlier posts. Today we will read more about the upcoming Quick Order entry feature which will be released soon in the next version. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available As per standard functionality of… Read More: Accelerate your Line Item Entry process using GUMU Integration »

Import Sage 500 Customer in Sage CRM using GUMU Integration

GUMU for Sage CRM – Sage 500 (MAS500) ERP integration is real time bidirectional integration link which provide ability to import Sage 500 customers into Sage CRM. User can also edit and promote Sage 500 customer data from Sage CRM to Sage 500 on a realtime basis. Today in this blog we will go through… Read More: Import Sage 500 Customer in Sage CRM using GUMU Integration »

GUMU Sage CRM – Sage 100 integration – Help Button

In our GUMU for Sage CRM – Sage 100 ERP integration product, we always add new features\enhancements to existing product. Our GUMU version is now compatible with latest Sage CRM 7.3 version. New Stuff: GUMU Sage 100 Tips – Compatibility View mode In our latest GUMU version, now we have added Help button on each GUMU… Read More: GUMU Sage CRM – Sage 100 integration – Help Button »

GUMU Sage CRM side configuration for Sage 500 ERP Integration

GUMU for Sage CRM – Sage 500 ERP integration is a real-time and bi-directional link.  Today in this blog, we will go through Sage CRM side configuration. Once you are done with the GUMU installation at Sage CRM server, you can follow below steps to configure the integration from Sage CRM side. 1.  Login to Sage CRM… Read More: GUMU Sage CRM side configuration for Sage 500 ERP Integration »

Call the Person of User’s Choice in Outbound Call List of Sage CRM

In our previous blog post, we have explained customizing of Outbound Call List. Refer below link for more details. https://www.greytrix.com/blogs/sagecrm/2013/10/14/customizing-outbound-call-lists/ In this blog post, we will explain customizing of Person List that appears when user clicks on ‘Get a Call’ button. New Stuff:  Adding Documents Tab to Leads in Sage CRM 2014 R2 Get a… Read More: Call the Person of User’s Choice in Outbound Call List… »