GUMU™ for Sage CRM – Sage X3 Integration is compatible with Sage CRM 2019 R1

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa.Our GUMU™ integration link is now compatible with the latest version of Sage CRM v2019 R1 version. From ERP Side, it is already compatible till Sage X3 V12 version. New Stuff: Pre–… Read More »

GUMU™ for Sage CRM – Sage 100 Integration is compatible with Sage CRM 2019 R1

GUMU for Sage CRM and Sage 100 Integration Link is a real time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real time, bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The… Read More »

New Feature in GUMU for Sage CRM – Sage 100 Integration – Find Inventory

Our GUMU for Sage CRM – Sage 100 integration is link is real time bi-directional integration link. One of its exclusive feature is that it is a customizable link and we can customize GUMU to suite your company business process.  Recently, we came across a scenario wherein a client came up with a requirement to… Read More »

Error in Move Territory functionality in Sage CRM

Sage CRM has inbuilt powerful Security mechanism known as “Territories”. By setting territories in Sage CRM, we can restrict one user from accessing records of another user belonging to different territory. Territory field is available on Main entities. A territory can be defined geographically, by product area or by any other criteria. New Stuff: Increase… Read More »

Increase width of Quick Find Results drop down in Sage CRM

Sage CRM’s Quick find allows users to search for key terms across single-line text, email address, and URL fields on all company, people, case, opportunity, lead, solution, communication, order, quote, and custom entity records at once. Since the Quick find helps with the results from various entities; many a time’s users face the situations where… Read More »

Migrate two or more company databases from any CRM to a single Sage CRM database company

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,… Read More »

Migrate Company of a Contact that do not exist in company entity from Act! CRM into Sage CRM

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,… Read More »

“Too Many Records” message in SSA field in Sage CRM

SSA field in Sage CRM is an important and one of the extensively used feature to link one entity with another entity. While linking one of the records we have observed that SSA field was showing “Too Many Records” message at the bottom of SSA field. New Stuff : Unable to save MailChimp Configuration in… Read More »

How Sage CRM helps in increasing productivity quarter on quarter?

Technology and advancements form a major part of an individual’s life, especially in an emerging economy like Kenya, Africa. From gazing the position of stars, moon, planets and sun to know the approximate time to the invention of watches, we have come a long way along. The major breakthrough in science was brought about by… Read More »

Restrict Quick Find Search for Phone and Email data

Quick Find functionality in Sage CRM provides instant results based on the key terms entered in Quick Find search box. Quick Find will return results containing your key terms in any text field, email field or URL field. Quick Find functionality depends on Quick Find service which runs as a background process and returns data… Read More »