Make Calendar Control visible in Sage CRM

Recently we came across a strange behavior of the Date Picker field where the Date Picker was not opening to show the Calendar control in Sage CRM. Our new GUMU Solution: GUMU for Sage CRM – Sage ERP X3 Integration ~ realtime, bi-directional, multi-folder As a normal behavior, when any  Sage CRM user clicks on the… Read More »

How to Visible Standard Field in List

As you know Sage CRM gives ability to add fields against any entity which can be added on screens to make user interface more interactive. However there are fields which are available by default within the CRM as System fields which don’t get displayed in selection list while we adding them to screens. A sample… Read More »

Tracking your custom fields in SageCRM

When it comes to progressing workflows, updating values in any entity of CRM Tracking is very much necessary. Being business software CRM handles very delicate data and we cannot afford anybody to just go and change anything. Hence the Tracking functionality has been provided by SageCRM out of the box. The New Stuff: Checklist for… Read More »

Checklist for installing GUMU for Sage CRM – Sage 100

GUMU™ for Sage CRM – Sage 100 is an integration link which will integrate Sage CRM and Sage 100 application. GUMU™ displays data on a real time basis in Sage CRM from Sage 100. Users can create order in Sage CRM with Sage 100 inventory and pricing information and can promote it to Sage 100.… Read More »

GUMU™ for Sage CRM – Sage Enterprise Management Integration

After real-time, bi-directional Sage CRM integrations for Sage 100, Sage 500, Sage 300, Sage Pro we are glad to release soon GUMU™ integration solution for Sage ERP X3 and Sage CRM.  We will keep updating information about this on our blog and web page. This is first in series of our blogs on GUMU™ for Sage CRM –… Read More »

Import Sage 100 Sales order data into Sage CRM

Recently one of our client come up with a requirement where they wanted to import Sage 100 Sales Orders into their Sage CRM so that they can do some reporting stuff with those imported orders. We have Sage CRM – add-on which can be use to import sales order data from Sage 100 to Sage CRM. Today we will go… Read More »

Re-assignment within same team/territory

Sage CRM is very much flexible to manage different type of situations as per business needs. It has been designed in such a way that we can do complicated configurations very easily. In this blog I will explain you how to restrict/filter users list on reassignment functionality based on certain condition. The New Stuff: Sage… Read More »

Customize Sage CRM Order Screens to Promote Orders into Sage 300 ERP

In earlier versions (Sage CRM v6.2 integrated with Sage Accpac v5.5 and v5.6), there was Order / Quotes tab which had an ability to create orders from an Opportunity. However in the newer versions (Sage CRM v7.0 with Sage Accpac v6.0), Quotes and Orders are created through the Quotes and Orders tabs (SWT screens) which… Read More »

GUMU Sage 100 Tips – Items are not getting hyperlinked in Sage100 Item Lookup

In GUMU™ for Sage CRM Sage 100, we have provided a functionality where users can search for items, available quantity etc. on a real time basis while adding the line item.  We have already discussed this part in one of the previous blog post. However, in Sage 100 Item search lookup window (shown below), if… Read More »

Sage CRM guides are like Bible of knowledge for us!

Being a SageCRM technical/functional support engineers we face range of issues related to SageCRM customizations, configurations, coding, upgrades etc. New Stuff: GUMU™ Sage 100 Tips – Creating additional contacts from Sage CRM to Sage 100 We have seen whenever there is a challenge, many of us start googling for a solution or start browsing SageCRM… Read More »