Grid Manipulation using Client Side API

Using the Sage CRM Client Side API, we can easily change the grid look by applying some color code or something. Changing anything in CRM grid was bit complex and we had to use HTML codes to fulfill the requirement. But, now it has been changed by introducing Client Side API methods in Sage CRM.… Read More »

Import Product\Product Family from QuickBook to Sage CRM using GUMU™ link

Our GUMU™ for Sage CRM – QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa. Today in this blog we will go through one of the GUMU import process “Import Products”. In our GUMU for Sage CRM – QuickBooks integration link user can create and promote order… Read More »

Import Invoices from QuickBooks to Sage CRM using GUMU™ link

GUMU™ for Sage CRM – QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa. In previous blog, we discussed about Import Products  GUMU process. Today in this blog, we will go through Import Invoice synch process which imports invoices from QuickBooks to Sage CRM. The process for… Read More »

Display Logged in Users List in Sage CRM Dashboard

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 Tips – Unable to connect to CRM Please check the Login Credentials

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 »

GUMU Tips – Products not available while creating Orders/ invoices in Sage CRM using GUMU™ integration.

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 »

Are you Attending Sage Business Partner Conference -2016? Yes, we are!

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 »