We are continuing our blog series on our CRM migration services. In our last blog, we discussed about the CRM migration services offered by Greytrix in GUMU for Salesforce to Sage CRM Migration Here, we are going to see the how Salesforce historical communications are migrated in Sage CRM as completed Communication. In Below images,… Read More »
In last our last blog Process Sales Orders using Credit Card in GUMU Integration -I, we discussed about how to setup credit card against Sage 100 Customer. Here we would see how to use that Credit Card for payment in Sage CRM Sales order entry. For any Customer that has a valid Credit Card attached… Read More »
In today’s world, putting plastic in your wallet is a convenient way to avoid carrying cash while maintaining the ability to make purchases and also getting paid faster. Here we are going to highlight this feature of our GUMU Integration for Sage CRM-Sage 100 ERP which allows us to use credit card in Sales transactions… Read More »
We made the font big as well to get that feel 🙂 A journey started in 2008 with a passion of sharing Sage CRM tips and tricks by our Sage CRM team members is now 600 posts old. Thank you so much for all your feedback, follows and shares. This has really encouraged us from… Read More »
Lets walkthrough the new GUMU 5.2 with more speed, more accessibility (web/mobile/tablets) in our live webinar on Nov 20, 2013 at 1:00 PM EST . Our Latest post – Promote Orders in Real-time to Sage 100 from your Mobile/Tablet using GUMU Sage CRM – Sage 100 Integration Now plan your Sage 100 or Sage CRM upgrades as… Read More »
Recently were working on our GUMU for Sage CRM – Sage 100 integration using Sage CRM .NET API. We had to display information in a Popup window. We can easily call a Popup window but the issue was that it shows the Menu Panel and the Content Box too. We just wanted a plain Box.… Read More »
Need to access your Sage 100 data real-time “On the GO” anywhere, anytime even when you not on your network? With GUMU Sage 100 integration installed now there is no need to be on Network, no need to be at the office or Home with your Laptop. You can access it on the go, whenever… Read More »
In continuation to my previous blog on Creating Component and generating script files, here in this blog I will be explaining some advanced options to create components. Related Post: Creating Component and generating Script files As we all know that Sage CRM implementation is a long process and many developers might be involved in implementation of… Read More »
In our previous post, we discussed about Generating simple reports in Sage CRM. In this post we will be how you can quickly generate complex reports in Sage CRM using Advanced Find functionality. —————————————————————————————————————————————— Need to send a Survey from Sage CRM as soon as order is Shipped? Create your own customized Surveys’ for Sage… Read More »
Groups can be created in Sage CRM using SQL views and selecting the same view in the Source View dropdown. The New Stuff: Retrieve deleted records in Sage CRM Hence we had created a Group by checking Groups View checkbox in CRM. Now when one creates a Group and keeping Groups View checkbox checked, then that… Read More »
