In earlier posts, we had explained how Interactive Dashboards can be used within Sage CRM and perform daily tasks in well-organized manner. New Stuff: Restrict Inactive Companies & Contacts when Adding a New Case Suppose System Administrator wants to perform certain activity in Sage CRM without disturbing any users. Then he can view how many… Read More »
GUMU™ for Sage CRM – QuickBooks integration is external synch utility which synch data to and from QuickBooks and Sage CRM. Today in this blog, we will go through one of the GUMU import process i.e. Import Orders from QuickBooks to Sage CRM. GUMU brings all the QuickBooks Orders in Sage CRM order entity along… Read More »
In our previous blog, we discussed about installing GUMU™ Sage 100 Module which updates data on real time basis from Sage 100 to Sage CRM. Recently, one of our client come across query that they are getting message “Unable to connect to CRM Please check the Login Credentials” while updating records from Sage 100. In… Read More »
Using our GUMU™ integration, user can create sales Orders and AR invoices using the Sage 100 ERP products. Before user proceed with creating orders/ Invoices they will have to import all the items from Sage 100 using Import Product process. In case if you have configured multiple Sage 100 company codes then user will have… Read More »
In our GUMU for Sage CRM – Sage 100 integration product, user can creates orders/Invoices using Sage 100 inventory items in sage CRM and later they can promote the same from sage CRM to Sage 100. For creating Orders/Invoices user can import the Item from Sage 100 using Import Product process. We do have another… Read More »
Sage Business Partner Conference – South Africa begins next week starting 26th January and we are excited to be exhibiting there once again this year. Greytrix – known for its award winning GUMUTM Integration framework would be showcasing its flagship products and services i.e. Sage X3 integration with Salesforce, eCommerce (Magento), Sage CRM which are built on robust… Read More »
GUMU™ for Sage CRM – Sage X3 integration is real time bi-directional integration which synch all the customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Before installation of GUMU™ for Sage CRM – Sage X3 integration, there are some pre-requisite points which need to be done. The Currency setting is one… Read More »
GUMU™ for Sage CRM – QuickBooks integration link is external bi-directional link which sync data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are number of Sync processes. Today in this blog we will walk through the process of syncing company data from Sage CRM to QuickBooks customers using GUMU… Read More »
Our GUMU™ for Sage CRM – Sage 50 integration link is external utility which synch data between Sage 50 to Sage CRM and vice versa. Today in this blog, we will go through one of the GUMU import process i.e. Import Orders from Sage 50 to Sage CRM. GUMU brings all the Sage 50 orders… Read More »
Sage CRM provides your customer care team with the ability to record customer inquiries/incidents. Few days back, we come up with requirement to restrict to display only Active Companies & Contacts to be displayed in Company and Person fields of Case Web Picker screen. New Stuff: Report Category Access to particular users in Sage CRM Now,… Read More »
