Create Simple Sage CRM report to view Opportunities generated from Outbound Call list

Sage CRM Reporting tool is an important feature of Sage CRM which is used to create simple as well as Complex reports within Sage CRM. New Stuff: What’s New – GUMU integration is now compatible with Sage 100 2016 In this blog, we will be explaining how to create simple Sage CRM report to display… Read More: Create Simple Sage CRM report to view Opportunities generated from… »

Display Sage 300 Customer Aging Report in Sage CRM Self Service

In our earlier post, we had explained how to display Sage 300 Customer Document History in Sage CRM Self-service. https://www.greytrix.com/blogs/sagecrm/2016/02/22/display-sage-300-customer-document-history-in-sage-crm-self-service/ In this blog, we will explain you how Customer Aging can be displayed in Sage CRM Self-service. New Stuff: What’s New – GUMU integration is now compatible with Sage 100 2016 In Sage CRM, Customer… Read More: Display Sage 300 Customer Aging Report in Sage CRM Self… »

What’s New – GUMU integration is now compatible with Sage 100 2016

GUMU™ Integration has a User Friendly Interface with Real time bi-directional link that integrates your front and back office, as a result making changes in either of the systems is directly reflected into another system or vice-a-versa. With the GUMU™ Sage CRM – Sage 100 Real-time, Bi-directional integration, you can access customer information, promote orders… Read More: What’s New – GUMU integration is now compatible with Sage… »

Display Sage 300 Customer Document History in Sage CRM Self Service

Sage CRM Self-service access can be given to Customer to view data related to him. Self-service by default shows Customer Cases, Opportunity etc. Recently one of our Implementation team member asked us our development team if they can display Document History of Customer in Self-service and answer is yes, it can be displayed. New Stuff: Apply… Read More: Display Sage 300 Customer Document History in Sage CRM Self… »

Apply Styles to Sage CRM Fields

Sage has introduced inbuilt Client Side API from Sage CRM v7.2 onwards. In this blog post, we will explain how styles can be applied to Sage CRM fields by client side API. New Stuff: Restrict Users to create order if Credit Limit is exceeded Let’s consider that you want to apply style for the fields… Read More: Apply Styles to Sage CRM Fields »

Restrict Users to create order if Credit Limit is exceeded

Our GUMU for Sage CRM – Sage 100 integration is link is real time bi-directional integration link. One of its exclusive feature is that it is a customizable link and we can customize GUMU to suite your company business process. Just to illustrate, we came across a scenario wherein a client came up with a… Read More: Restrict Users to create order if Credit Limit is exceeded »

Real time changes from Sage 100 to Sage CRM for Vendor

GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link.  Now we are coming up with new feature in our new GUMU™ for Sage CRM – Sage 100 integration, where user can Import/Promote vendors from Sage CRM to Sage 100 and vice versa. New Stuff: GUMU™ Module installation for Sage 100 Premium… Read More: Real time changes from Sage 100 to Sage CRM for… »

Creating additional purchase Addresses from Sage CRM to Sage 100 for Vendors

GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Now in addition to synching of address, we are coming up with new GUMU version where we will be adding vendor synching part as well to GUMU… Read More: Creating additional purchase Addresses from Sage CRM to Sage 100… »

Highlight fields using Client side API in Sage CRM

As we know that Dot net API provide various functions using which we can highlight the rows, columns or field by giving background color. The standard function will only highlight the field with a color but we can also change the setting to highlight the border of the field. New Stuff: Access to Add File in… Read More: Highlight fields using Client side API in Sage CRM »

Access to Add File in Shared Documents

In Sage CRM, sometimes you do not have access to all documents in the documents tab. To overcome this limitation, Shared Documents tab is made available under My CRM section. This tab is used to store the corporate documents that you may be required for quick access on daily basis. Additional documents can also be… Read More: Access to Add File in Shared Documents »