In our previous blog , we had discussed about various GUMU for Sage CRM – ERP X3 features like Import Customer, Import Product, and Synchronize Dropdown etc. In this blog, we will go through the feature of Promoting Customers from Sage CRM to Sage ERP X3. Our GUMU integration provides users with the ability to… Read More »
In our earlier blog, we had discussed how reports styles can be changed to get impressive reports in Sage CRM. https://www.greytrix.com/blogs/sagecrm/2014/09/12/get-impressive-reports-by-adjusting-report-styles-in-sage-crm/ New Stuff: Include your Company Logo in Sage CRM Reports Going further, in this blog, we will explain how Report Header, Details and Title etc. can be formatted as per requirement. In Sage CRM, Reports… Read More »
In our previous blog post, we discussed about configuring QB Integration with Sage CRM using GUMU Integration. Our GUMU for Sage CRM – QuickBooks is an External sync Utility where it integrate s the Customer Data bi-directionally from QB to CRM and CRM to QB. In this blog, we will go through various synchronization processes… Read More »
Sage CRM has reporting feature which allows one to represent data in rich graphic and interactive graphs. Reports data can be exported into PDF and Excel formats. These reports can be further customized as per business requirements. In our previous blog, we had explained how images can be embedded into Sage CRM reports. https://www.greytrix.com/blogs/sagecrm/2013/10/07/showing-images-in-sage-crm-reports/ New… Read More »
GUMU™ for Sage CRM – Sage 100 ERP is real time-bi-directional link. One of the major features of GUMU integration is, Sage CRM user can create sales order using Sage 100 Real time pricing information. User can even create Sales Order using the sage 100 pricing for Non-Promoted customer. New Stuff: Configuring GUMU for Sage… Read More »
Our GUMU for Sage CRM – QuickBooks is a third party add-on where it integrates QuickBooks and sage CRM. It is a batch utility where it imports all the data to and from Sage CRM and QuickBooks. In this blog we will go through the steps to configure GUMU integration. New Stuff: Real Time Tabs… Read More »
Earlier Sage CRM versions were based on the Frames. However these frames are removed in Sage CRM v7.2. ASP Page Customizations and Client side customizations are the areas that are affected in Sage CRM v7.2. New Stuff: Codeless Customization: Add Custom Entities New Screen when accessed through iPhone We have observed similarly affected area when… Read More »
As we have mentioned in our previous blog, we are integrating Sage CRM and Sage ERP X3 with key features such as importing customers from Sage ERP X3, Promoting orders and customer from Sage CRM to Sage ERP X3 orders, Synchronous Dropdown, displaying Sage ERP X3 data on real time basis, etc. New Stuff: One… Read More »
Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus. Let’s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find… Read More »
In our last post, we discussed about the real time processes in GUMU for Sage CRM – Sage 100 integration. In this blog, we will go through the one time processes which can be run first time after GUMU installation. Below are the list of processes. – Import Customer – Import Products – Synch Drop… Read More »
