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: Webinar Invite – Why integrate Sage 100 ERP and Sage… »

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: Basic changes to Smartphone layouts of SageCRM »

SageCRM Record Id generation old and new methods

How you design your database has huge effect on how your system performs. Primary key, foreign key constraints help to keep the tables linked to each other and store the data in unified manner. From long time SageCRM has followed strategy of generating primary keys through stored procedures rather than relying on the inbuilt primary… Read More: SageCRM Record Id generation old and new methods »

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: Configure Sage 50 (US) user to access data outside the… »

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: Listing multi-select field data in a vertical format »

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: How to migrate Goldmine Companies into Sage CRM »

IP Address mismatch in Sage CRM

Few days back we had observed a strange logout in Sage CRM; showing an IP Address mismatch on the screen instead of Sage CRM login screen.After some investigation, it was found that this happens if the IP address of Sage CRM server changes. At our workplace, the IP address of Sage CRM server was changed… Read More: IP Address mismatch in Sage CRM »

Shortcut Keys in Sage CRM

Come Meet the Greytrix Team Exhibiting at Sage South Africa Annual Conference Sage Insights 2014 from Thursday 6th – 9th February 2014. Our Sage CRM session on Friday 7th February, 2014 10h45 – 11h25 End to end customer management with Greytrix Service CRM verticals: Service Management, Survey Management and Customer Portals for Sage CRM – With… Read More: Shortcut Keys in Sage CRM »

Company Name Cleanup Rules in SageCRM

Company is at the center of all the entities in SageCRM. Whatever data is entered, exported all relates to Company records in some way or other. Considering this fact it becomes very necessary that the Company records are maintained properly in CRM. The New Stuff: Implementing Password Policies in SageCRM SageCRM has already provided some… Read More: Company Name Cleanup Rules in SageCRM »

Implementing Password Policies in SageCRM

Come Meet the Greytrix Team Exhibiting at Sage South Africa Annual Conference Sage Insights 2014 from Thursday 6th – 9th February 2014. Our Sage CRM session on Friday 7th February, 2014 10h45 – 11h25 End to end customer management with Greytrix Service CRM verticals: Service Management, Survey Management and Customer Portals for Sage CRM – With strong capabilities of… Read More: Implementing Password Policies in SageCRM »