Restrict Sage CRM user access to your Sage 100 ERP data with GUMU Security Matrix

With GUMU Integration you can have better control of the way data is managed/shared in your organization. We have seen many features recently like Order Entry through Mobile/Tablets, RMA Integration, AR Invoice etc. We will talk today about a feature which has been since inception and a foundation to have better control over your business.… Read More »

Show Chart Block On Classic Dashboard

Charts make your reports, dashboards look more presentable. We have written series of blogs on charting methods throughout this site. In one of my blogs I had explained how we can create chart blocks and display them on Interactive Dashboards. Below is the link.  Related Post: View GUMU Dashboard in Sage CRM using GUMU Integration… Read More »

Webinar Invite – Why integrate Sage 100 ERP and Sage CRM through GUMU on Jan 29, 2014 at 1.00 PM EST

Attend this webinar to see why GUMU is the established choice and reason behind numerous successful ERP – CRM integration implementations – resulting in accelerated wins for both Sage ERP and CRM applications every year. Some of our recent GUMU Sage 100 posts which have been quite talked about :- 1) Promote Orders in Real-time to Sage 100 from… Read More »

Basic changes to Smartphone layouts of SageCRM

World has become a Smart Phone world nowadays. The number of active smartphone users around the world has already topped 1 billion according to a global research and consulting firm. That number is only increasing. Considering this, it has become immensely important for business applications to go mobile nowadays. GUMU: Promote Orders in Real-time to Sage… Read More »

Configure Sage 50 (US) user to access data outside the application

 If you want to access data from outside Sage 50 (US) Peachtree application, then you need to setup a “Peachtree” user under Crystal reports\Data access tab. This is the dedicated user by which any external application can access data from Sage 50. This functionality is available in Sage 50 from Sage 50 2012 version onwards. … Read More »

Listing multi-select field data in a vertical format

Need to Know the “Best Practices for Integrating Third Party Apps with Sage ERP X3″ – Read Below. Data in a list format is easily readable and also more organized and presentable. Data for e.g. staff working on a particular project, or different products used by a particular customer have more than one item to… Read More »

How to migrate Goldmine Companies into Sage CRM

We are continuing our blog series on GUMU Migration services. GUMU™ for Sage CRM –Goldmine is wizard driven utility that converts Goldmine’s User, Company, Contact, History, Pending, Notes and Opportunity into Sage CRM. Here we shall discuss about how Goldmine Companies are migrated to Sage CRM using GUMU™. Company records from Goldmine are migrated as Sage… Read More »