How to enable Export to Excel on Calendar List in Sage CRM?

We all are familiar with the latest feature introduced in Sage CRM 2018 i.e. Responsive Calendar list. With the help of Responsive Calendar list, users can view all the communication records in a list; where he can sort, filter, edit, or delete calendar items from the list itself. New Stuff: Sage CRM 2018 R3: Create a… Read More »

Sage CRM 2018 R3: Create a group of Persons who have not responded to a Consent Request

In our earlier blog, we explained about the new feature introduced in Sage CRM 2018 R2 i.e. Consent. It helped to capture the global and local legislation surrounding people data, including the GDPR in Sage CRM. In this blog, we will explain how you can maintain tracking of those persons who haven’t responded to the… Read More »

New feature of … (ellipsis) in Sage CRM 2018

Sage CRM had always been flexible enough when it comes to User interface. Every User has their own control in setting the preferences of their CRM account. One such feature is allowed by the  … (ellipsis) that allows the users to display or completely hide selective horizontal tabs or the corresponding main menu items in… Read More »

Show Original Currency Value in Sage CRM Reports

Sales Module of Sage CRM comprises of various different entities such as Opportunity, Quotes, Orders, and Forecast etc. One of the major element of these entities is the Currency value. Since every country has its own Base Currency, Business or Sales done in these different territories must have to be dealt with its respective currency… Read More »

GUMU™ for Sage CRM – Sage 100 Integration is compatible with Sage CRM 2018 R1

GUMU™ for Sage CRM and Sage 100 Integration is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real-time, a 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 link supports… Read More »

Creating Link Server for integrating multiple Sage X3 folder/server

In our previous blog, we have discussed our Modification related to Link server in GUMU™ for Sage CRM – Sage X3 integration. Here we will discuss creating Link server in case if multiple Sage X3 folders are integrated with a single instance of Sage CRM using our GUMU™ for Sage CRM – Sage Enterprise Management… Read More »

Promote Order functionality with BOM items (Sales kit) in GUMU for Sage CRM – Sage X3 integration

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. Today in this blog, we will discuss about a customization which was recently requested by our client. New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage… Read More »

Modification in Creation of Link server in GUMU for Sage CRM- Sage X3

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. In GUMU™ for Sage CRM – Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage CRM… Read More »

Troubleshooting ‘Tax code mandatory: no tax determination rule applies Field error [M:SOH4] VACTIM1’ in GUMU for Sage CRM-Sage X3

Our GUMU™ for Sage CRM – Sage Enterprise Management is a real-time, bi-directional link. In this blog, we will go through an error message which user may face while using integration and its possible solution. GUMU™ Integration link is a real-time, the bi-directional link that integrates Sage 100 and Sage CRM where users can view… Read More »

GUMU™ Integration is compatible with Sage X3 v11 along with Sage CRM 2018 R1

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. In GUMU™ for Sage CRM – Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage CRM… Read More »