Empowering enterprises to leverage the information within to make smarter and faster decisions using GUMU™ Integration for Sage CRM with Sage X3

Businesses small or large employ two crucial systems in their organization for an efficient business process – Sage X3 deals with the backend operations and Sage CRM for the frontend operations. Sage X3 manages the post-order customer information. This includes purchase history, account information, shipping information and supply chain management details. On the contrary, Sage… Read More »

Sage 500 ERP Integration with Sage CRM – Troubleshooting Tips

Our GUMU™ for Sage CRM – Sage 500 integration is a bi-directional integration link where changes made to customer from Sage 500 to sage CRM reflect on real time basis and vice-versa. In our previous blog post, we went through steps to install and configure GUMU scripts at Sage 500.  In this blog post, we will… Read More »

Alter Additional information of Appointment/Task Details in Outlook from Sage CRM

In the below blog I will be explaining about a feature that’s been available since CRM version 6.2. This feature can help you sync fields from Company/Person/Address entities of the CRM Appointment/Task to the available Outlook Appointment/Task body. New Stuff: How to set the background Color of Fusion Chart Report Here, we are going to explain… Read More »

How to set the background Color of Fusion Chart Report

Fusion charts in SageCRM improves the overall visual experience of reports. We can use the Fusion chart in Dashboard, blocks and Standard reports. Also, we can use different features of the Fusion chart i.e. Slicing Movement and Printing intelligent label management, custom tooltips, visually editable charts, multi-lingual charts etc. New Stuff: Cloning Interactive Dashboard In this… Read More »

Cloning Interactive Dashboard

Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard… Read More »

Enable Pipeline for Cases and Opportunity on Company and Person context

With the help of Pipeline view in Sage CRM we can easily view the current status of Opportunities and Cases based on the respective stages in CRM. Clicking on a section of the pipeline or on one of the stage hyperlinks underneath the pipeline drills down the Statistics panel to show statistics for the selected… Read More »

How to Edit Summary Report

In Sage CRM we can see Summary report button on Standard Entities like Company, Person, Opportunity, Case etc. Which will summarize details about these entities on single screen. New Stuff: Restrict access to certain entity with SQL conditions Here I will explain how to edit contents of these Summary reports. I will take example of Company… Read More »

Restrict access to certain entity with SQL conditions

With the help of scripting we can help our customers to achieve their requirement and make it more usable. In this blog, I will explain how we can restrict users to have access to certain entity such as Advanced Find and Keyword search which appears when Find button is clicked. New stuff: Highlight Checked Checkboxes using… Read More »