Showing All Communications in Calendar List of Sage CRM 2018 R3

In the latest version of Sage CRM 2018 R3, many new functionalities are been added to it. We all are aware of the Calendar List functionality been introduced in Sage CRM 2018 R3. Calendar List allows us to view Communications created for a User in a more easy and responsive manner. It also allows sorting… Read More »

Features of Calendar List in Sage CRM 2018 R3

With the recent release of Sage CRM 2018 Version, many additional features are been introduced such as Quick find, Mailchimp Integration etc., also additional Calendar features too were implemented which are useful for Sage CRM users in our blog we will be introducing about Calendar List features. New Stuff: New Features in System Behavior in Sage… Read More »

New Features in System Behavior in Sage CRM 2018 R2

In Sage CRM 2018, there are new features are introduced into the System Behavior settings to improve the security of Sage CRM. New Stuff: Adding and Sorting of Additional Fields to Calendar List in Sage CRM 2018 R3 System behaviors are the configuration setting that are applied to all the user using the Sage CRM. In… Read More »

Adding and Sorting of Additional Fields to Calendar List in Sage CRM 2018 R3

We all are aware of a new feature “Calendar List” tab introduced in Sage CRM 2018 R3, which allow us to use Standard Calendar information in more easy and responsive manner. It allows sorting of data of the following fields: Attachment, Person, Company, Subject, Detail, Status, Type, Action and Date / Time in ascending or… Read More »

Search using Address, Email and Phone Data in Quick Find

Among all of the changes and updates into Sage CRM 2017, the inclusion of quick search feature has been the highly praised featured by users. It allows CRM users to search data in no time. This feature has helped users to reduce navigation time and enhance their work efficiency. Quick search box option is available… Read More »

Create Communication while uploading document in Sage CRM

As you all know, Documents plays a vital role in any business. Various documents are being shared while investing in a business with a Client. Sage CRM do allows to follow/manage the business process through Sales and Service module of CRM. And also the related documents can be added against the Documents tab available against… Read More »

GUMU for Sage CRM-Sage 300 OE integration is compatible with Sage CRM 2017 R2 and Sage 300 v2018

In our GUMU™ Sage CRM – Sage 300 order entry integration, we have provided option of creating order from Sage CRM to Sage 300. Standard Sage integration between Sage CRM and Sage 300 also have order entry integration. But GUMU order entry integration is web based integration and created using standard Sage CRM order entry… Read More »

Site Validation while creating Quote/Order in Sage CRM GUMUX3 Connector

In our latest version (v1.1) of GUMU™ for Sage CRM – Sage X3 Integration, we are importing those products into Sage CRM whose Sold and Deliverable checkboxes are checked in Sage X3. Refer below screenshot, Once the products are imported in Sage CRM, user can create and promote Quote/Order using those products from Sage CRM… Read More »

New Enhancements for GUMU™ Sage CRM – Sage Enterprise Management Integration

GUMU™ for Sage CRM – Sage EM Integration is a real-time bi-directional integration between Sage CRM and Sage EM enables users to access customer, invoice and order information from either of these two systems. New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage ERP E Recently, we have released latest version (v1.1) of GUMUX3 Connector… Read More »