Tag Archives: Configuration

How to Add field-level help (ToolTips) by Configuration

Sage CRM’s Database Field properties has helped in capturing various data types of information on every entity’s form. The provisions to manage or control the max length, entry width of different entry types of fields has made CRM flexible and user friendly from user’s perspective. One thing that has been missing in CRM field’s is… Read More »

Compatibility of Document Drop In on all Browsers – Sage CRM 2020 R1

At the year start of 2020 as all ways Sage comes with the latest version of Sage CRM i.e. Sage CRM 2020R1. Which includes many more new features for users in different sections of Sage CRM. As we know the users can add documents for the different entities like Company, person, etc. using drag and… Read More »

Sage CRM – Sage 300 v2018 integration tips

A new version of the GUMU™ integration component has been introduced to integrate Sage CRM and Sage 300 v2018 onward. This new Sage CRM – Sage 300 integration has a much simpler architecture and is simpler in terms of setup compared to the old integration. New Stuff: Solution for Running Reports in Sage CRM However,… Read More »

Permission require for Sage 100 user to use it in GUMU Sage CRM configuration

GUMU™ for Sage CRM – Sage 100 integration is real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. New Stuff: Synching Sage 100 memos in Sage CRM using GUMU™ Integration Today in this blog we will discuss about permissions which are required for Sage 100 user, which… Read More »

Synchronize Dropdown using New Sage 50 New Framework GUMU™ Utility

GUMU™ for Sage CRM – Sage 50 (US) Integration link is an external/ bi-directional sync utility which synch data from Sage CRM to Sage 50 US and vice versa. This utility can be schedule further to automate these synchronization processes. Synchronize dropdown is an essential functionality of GUMU™ Integration, wherein all the dropdown option information from ERP system… Read More »

GUMU™ for Sage CRM – Sage 500 Integration – configuration from Sage 500 side

GUMU for Sage CRM – Sage 500 ERP integration is a real-time and bi-directional link where we synchronize all the customer data from Sage 500 to Sage CRM and vice-verse. Today in this blog we will go through Sage 500 side GUMU Configuration.. New Stuff: Synchronization setting in GUMU for Sage CRM – Sage 500 Integration Once real time scripts are implemented (Manually/Imported) in Sage 500 through… Read More »

GUMU Configuration for Sage CRM- Sage ERP X3 (v7.0 onwards) – II

In our previous blog, we gone through how to create GUMU configuration screen at Sage X3 side. In this blog we will discuss how to create Menu Sub Module and Navigation for GUMU configuration screen at Sage X3 Side New Stuff: Implementing Real time synchronization from Sage X3 to Sage CRM using GUMU Lets walk through how to create Menu sub mi-module and navigation for GUMU configuration screen,… Read More »

Configure GUMU™ Module in Sage 100 – Sage CRM Vendor Integration

GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link .i.e. any changes made either in Sage CRM or Sage 100 will be replicated immediately in the other system. In our upcoming GUMU version, we are introducing a new feature where user can integrate vendor details from Sage CRM – Sage 100… Read More »

Interactive Dashboard – Permission Denied Issue

Interactive Dashboard is one of the advance, essential and effective feature provided by Sage CRM 7.3. This version has brought lot of new dashboards and inbuilt reports. Sales Dashboard is one of them and it is available by default. In today’s blog I will explain you how I resolved permission denied issue appearing in Sales… Read More »

Assign User to specific Dashboard Template

The dashboard is a highly-customizable workspace where you control what information you need to see to be effective in your job. We can create multiple dashboards and gadgets by choosing the feeds, workflow, and actions you want to drive from your workspace, or select predefined gadgets and dashboards from templates. In this blog we will… Read More »