Import Sage 500 Customer in Sage CRM using GUMU Integration

GUMU for Sage CRM – Sage 500 (MAS500) ERP integration is real time bidirectional integration link which provide ability to import Sage 500 customers into Sage CRM. User can also edit and promote Sage 500 customer data from Sage CRM to Sage 500 on a realtime basis. Today in this blog we will go through… Read More »

GUMU Sage CRM – Sage 100 integration – Help Button

In our GUMU for Sage CRM – Sage 100 ERP integration product, we always add new features\enhancements to existing product. Our GUMU version is now compatible with latest Sage CRM 7.3 version. New Stuff: GUMU Sage 100 Tips – Compatibility View mode In our latest GUMU version, now we have added Help button on each GUMU… Read More »

GUMU Sage CRM side configuration for Sage 500 ERP Integration

GUMU for Sage CRM – Sage 500 ERP integration is a real-time and bi-directional link.  Today in this blog, we will go through Sage CRM side configuration. Once you are done with the GUMU installation at Sage CRM server, you can follow below steps to configure the integration from Sage CRM side. 1.  Login to Sage CRM… Read More »

Call the Person of User’s Choice in Outbound Call List of Sage CRM

In our previous blog post, we have explained customizing of Outbound Call List. Refer below link for more details. https://www.greytrix.com/blogs/sagecrm/2013/10/14/customizing-outbound-call-lists/ In this blog post, we will explain customizing of Person List that appears when user clicks on ‘Get a Call’ button. New Stuff:  Adding Documents Tab to Leads in Sage CRM 2014 R2 Get a… Read More »

Adding Documents Tab to Leads in Sage CRM 2014 R2

In Cloud Sage CRM 2014 R2, ‘upload documents’ and ‘mail merge’ functionalities are available in core entities such as Company, People and Opportunity. However, Leads entity does not have Documents tab which is a useful feature for Sales and Marketing People. Lots of customers do a lot of customizations for this feature whereas this feature… Read More »

DCOM configurations on 64 bit server and 32 bit Microsoft office – Part 2

We have been writing blogs explaining the tips to troubleshoot issues while working with Microsoft Interop Assemblies. This blog is in continuation of previously written blog which you can refer below. Related Post:  Dcom configurations on 64 bit server and 32 bit Microsoft office I had discussed couple of settings which should be configured in DCOM… Read More »

Enhanced Text Editor Feature in Sage CRM 7.3

You all are aware that sage has introduced the latest release for Sage CRM i.e. 7.3. With this release sage has introduced some new features which we have discussed in recent blogs. Among them another new feature available is Enhanced Text Editor in Email and Mail Merge Template. New Stuff: Sales Metrics for Managers in Sage… Read More »