Create Sage X3 ERP Primary contact from Sage CRM

In our previous blog post, we went through the steps to create additional addresses and contacts from Sage CRM to Sage X3 ERP. In this blog, we will discuss how to create primary Contact at Sage X3 using GUMU™ Integration. New Stuff: How to resolve error while reading webservices description – Troubleshooting Tips Sage CRM user will have… Read More: Create Sage X3 ERP Primary contact from Sage CRM »

Create Sage Pro ERP Primary contact from Sage CRM

Our GUMU for Sage CRM – Sage Pro is a real time bi-directional link which synchronize data from Sage CRM to Sage Pro and vice versa. Today, in this blog we will discuss creating or setting up the Primary person at Sage PRO ERP using GUMU™ Integration. New Stuff: GUMU Sage CRM side configuration for Sage 100… Read More: Create Sage Pro ERP Primary contact from Sage CRM »

Display Current User Name under Custom Tab using jQuery

JQuery helps us to customize our Sage CRM as per customer needs and in this blog I will be explaining how to assign logged in Username to one of the custom tab. In our previous blog, I have explained that how we can highlight checked checkboxes using jQuery. Please refer below link. New Stuff: Hide options… Read More: Display Current User Name under Custom Tab using jQuery »

Hide options for specific users from Menu bar

Sage CRM has number of built in functions using which user can make most out of the system. Similarly, using client side API we can help our customers by incorporating their requirement with the help of scripting. New Stuff: Center Align List/Grid Data Recently, for one of our customers we wanted to restrict Menu bar for… Read More: Hide options for specific users from Menu bar »

Center Align List/Grid Data

Dear folks! Here comes one more exciting blog for you all. You all must be familiar of List/Grid in CRM. It’s nothing but tabular representation of the data present in your CRM. It contains “Rows” and “Columns”, columns starts from serial no “0” (i.e. the index value of the first column is “0”). Now, you… Read More: Center Align List/Grid Data »

Disable Double click property on SSA field

As we know that in SAGE CRM, we can link a record to Search Select Advance (SSA) field and on double click, it redirects to summary page of that record in pop up screen. But if we want to hide the details of that record from users, then we can disable this functionality using JavaScript… Read More: Disable Double click property on SSA field »

Apply underline to a Column Header in List or Grid

Sage CRM allow us to customize Lists, Grids through Client side API and JQuery. Using this we can easily change the look of a grid by applying CSS class or attributes. By default Sage CRM does not highlight the columns header and sometimes it becomes difficult to recognize the header and actual value. But, this… Read More: Apply underline to a Column Header in List or Grid »

Hide Summary Report Button in Sage CRM

As you all know, Summary Report button is available on all Standard entities like Company, Person, and Opportunity. You can view the summarized data of all these entities in one single screen in just one click. New Stuff: Restrict access to certain entity with SQL conditions What if one doesn’t want this button on the entity.… Read More: Hide Summary Report Button in Sage CRM »

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: Empowering enterprises to leverage the information within to make smarter… »