GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link where we can synchronize all the customer data from Sage 100 to Sage CRM and vice versa. In our previous blog we had discussed about displaying the YTD and LYTD sales data using import custom fields process Today, we will discuss about… Read More »
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT!, Goldmine, SLX,… Read More »
Opportunities are a very important aspect of sales revenues in any business as they help us to track orders, sales forecast and quotations against every sale. As we know opportunity goes through various stages in Sage CRM. In this blog, we will discuss how to auto update opportunity stage from Proposal Submitted to Proposal Approved… Read More »
Today, in this blog we will discuss about new feature which we had received for one of our client and we then incorporated the same in our GUMU product. New Stuff: New Feature in GUMU for Sage CRM – Sage 100 Integration – Find Inventory Few days ago, we came across with a new requirement from… Read More »
A new version of the GUMU™ integration component has been introduced to integrate Sage CRM and Sage 300 v2018 onward. This new Sage CRM – Sage 300 integration has a much simpler architecture and is simpler in terms of setup compared to the old integration. New Stuff: Solution for Running Reports in Sage CRM However,… Read More »
GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Using GUMU integration, we have displayed most of the information directly from Sage 100 in custom tab in Sage CRM. New Stuff: New Feature in GUMU for… Read More »
GUMU™ for Sage CRM – Sage 100 integration is real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. This GUMU™ integration link is completely customizable to accommodate your custom requirement. One of our client had such requirement where he wanted to view Sage 100 Memo’s… Read More »
One of the most used features in Sage CRM is ‘Report’. In this blog, we have discussed a solution for the error message “The field does not exist or is not a report field, or you are not permitted to use it: lead_priority” when you try to run the report. New stuff: Changing the Default… Read More »
As we all know that we can access Sage CRM through mobile using an external URL. However, in Sage CRM desktop application you can distinguish two types of communication (Appointment and Task) using New Task or New Appointment buttons. But in the mobile application, there is only one button to create i.e. via New Communication.… Read More »
One of the best feature provided by Sage CRM is Groups, which is used for grouping a set of records of a particular entity. This functionality is available for all the standard entities of SAGE CRM i.e. Company, Person, Cases, Opportunity etc. This grouping can also be done based on a specific condition for example,… Read More »
