In our last post, we have gone through the Synchronize dropdown feature of GUMU for Sage CRM – Sage ERP X3. With GUMU integration, we can view/add/edit all crucial data from Sage ERP X3 to Sage CRM. When dealing with these data, it becomes very important that it should be accessible only to the authorized… Read More »
In our previous blog post, we discussed about creating additional Contacts and addresses in Sage 100 ERP from Sage CRM. Similarly, user can add Additional Contacts and addresses in Sage 100 ERP which will get updated to Sage CRM on real time basis. But an Organization may want to sync the data only in one… Read More »
As we have mentioned in our previous blog post, we are coming up with a new integration product where we will be integrating Sage ERP X3 with Sage CRM. With the help of this product, a user can create Orders and Customers from sage CRM to sage ERP X3 on real time basis. For creating… Read More »
Database backup is very essential in business environment to keep disaster recovery options open. Maintaining every day database backup is routine practise for all software friendly industries. However doing this task manually is very tedious job and involves lot of risk if someone forgets to backup. New Stuff: Sage 100 user mapping with Sage CRM… Read More »
GUMU™ for Sage CRM – Sage 100 integration is a real time, bi-directional link. In our last post, we went through the GUMU Integration pre-requisites. Recently, we have added a feature where Sage CRM system administrator can map a Sage 100 user with a Sage CRM user. Today in this blog post, we will go… Read More »
GUMU™ for Sage CRM – Sage 100 ERP is a real time, bi-directional link. For syncing data between Sage CRM and Sage 100 application, we need dedicated Sage CRM and Sage 100 users for configuring it within integration. Today, we will go through the user settings required for these users. New Stuff: Steps to Import… Read More »
In this blog post, we will go through the pre-requisite steps which need to be performed in IIS for GUMU™ integration. (Below IIS setting is for IIS version 7 and above.) This setting is necessary for ASP pages and other DLL files to work. New Stuff: GUMU integration loads all type of pricing on real… Read More »
Recently we came across a requirement from one of our customer who has migrated from SalesForce to Sage CRM and they were looking for functionality like SalesForce in Sage CRM too; where they wish to print any Sage CRM screen in PDF format on a single click. Here I am going to show you a… Read More »
Sage CRM is a flexible system with strong controls to manage your business efficiently. Let’s see today about one of its Emailing feature. In Sage CRM, users can easily search for Companies or People and send emails using New Email button available on Find or Groups screens. New Stuff: Additional Information in Entity Top Content… Read More »
Entity Top Content screens in Sage CRM are used to give quick overview of an entity without actually having to scroll down all the way on Summary screens. These Top Content screens can be further customized to add eye-catching information in the Top Content screen using client side SDK introduced in Sage CRM v7.2. New… Read More »
