Tab Control in Sage CRM v7.2

Sage CRM v7.2 has introduced a new feature in client side scripting library which helps to customize Sage CRM as per our needs. Recently we came across similar features that can be used to control Sage CRM tabs. New Stuff:  Increase the size of Search SQL text Let’s consider an example where the user wants… Read More: Tab Control in Sage CRM v7.2 »

Synchronization Setting in GUMU for Sage CRM – Sage ERP X3

In our previous blog we had discussed about how to configure GUMU for Sage CRM – Sage X3. Moving further in this blog we will go through the synchronization settings available in our GUMU integration in detail. GUMU provides users with the flexibility to restrict their data synching i.e., user can decide the direction in… Read More: Synchronization Setting in GUMU for Sage CRM – Sage ERP… »

GUMU for Sage CRM – ERP X3 – GUMU Sage CRM side Configuration

In our previous blog we have discussed about the architecture and design of our GUMU integration for Sage ERP X3 and Sage CRM. Moving further in this blog, we will go through configuring GUMU for Sage CRM – Sage X3 integration from Sage CRM after installing the GUMU setup. The highlight of the integration is that you can integrate multiple… Read More: GUMU for Sage CRM – ERP X3 – GUMU Sage… »

GUMU for Sage CRM – ERP X3 – Import Product

In our previous blog we have gone through the steps to Import Business Partner from Sage ERP X3 to Sage CRM.  In this blog, we will discuss about Import Products feature of GUMU integration. Using this feature, user can Import the Products from Sage ERP X3 to Sage CRM. Once these products are available in Sage… Read More: GUMU for Sage CRM – ERP X3 – Import Product »

Promote Customer from Sage CRM to Sage ERP X3

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: Promote Customer from Sage CRM to Sage ERP X3 »

Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2

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: Get impressive PDF Reports by adjusting Report Styles in Sage… »

GUMU for Sage CRM – QuickBooks integration – Synchronization processes

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: GUMU for Sage CRM – QuickBooks integration – Synchronization processes »

Price Calculation for Non-promoted customer in Sage CRM (prospect)

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: Price Calculation for Non-promoted customer in Sage CRM (prospect) »

Configuring GUMU for Sage CRM – QuickBooks Integration

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: Configuring GUMU for Sage CRM – QuickBooks Integration »