Tag Archives: CRM

Sage CRM Item History: Bringing Sage 300 Transactions into a Kendo Grid

Access Sage 300 Item History Directly from Sage CRM Businesses using Sage CRM and Sage 300 often manage important customer and transaction information across both systems. Sage CRM provides a central platform for managing customer relationships, opportunities, cases, and sales activities, while Sage 300 manages essential ERP information such as invoices, items, quantities, and sales… Read More »

Automatically Calculate Years from a Start Year Using Server-Side Scripting in Sage CRM

In many business scenarios, users enter the starting year of an event, such as the year a company entered the transportation industry. Instead of manually calculating the total experience every year, Sage CRM can automatically display the number of years completed based on the current date. For example, if a user enters 2000 in the… Read More »

Overview of Charts Feature in Sage CRM using GUMU™ Sage CRM – Sage 100 Integration

GUMU™ for Sage CRM – Sage 100 application is a real-time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suit your company’s business process. In the latest version of GUMU™ Sage CRM – Sage 100 Integration we have introduced some new features and… Read More »

Sage CRM: Troubleshooting New E-mail issue

Sage CRM Email functionality allows users to send emails using the CRM’s inbuilt email editor and a communication record is created for outbound emails. To send emails from CRM, we need to configure the email settings through which emails will be sent from Sage CRM. We can also configure multiple email addresses as From Address… Read More »

Checking Progress Mass Emails in Sage CRM

Sage CRM provides many in-built features in CRM application. One of the commonly used feature is Mass Emails. With the help of this feature, users can send email to individual contact person or list of contact persons. You can send the mass emails to Person, Company and Lead Entities in Sage CRM. You will be… Read More »

Steps to be followed after change of Windows and SQL Password

The GUMUTM for Sage CRM – Sage 100 is a real time bi-directional integration link, using which an user can promote Sage CRM company, sales order from Sage CRM to Sage100. In addition to this, the information for Sage 100 customer flows between Sage CRM on real depending on the configuration setting option selected. Today… Read More »

To render the Node-Red service operational

In this blog, we are going to discuss “The troubleshooting steps to make the Node-Red service functional”. We have implemented new features in the GUMU™ integration that are operated with the help of node-red services. It’s entirely focused on the functionality of displaying Sage 100 sales data on a real-time basis. This also indicates presenting… Read More »

Steps to be followed after change of Sage CRM or Sage 100 application’s password.

The GUMUTM for Sage CRM – Sage 100 is a real time bi-directional integration link, using which an user can promote Sage CRM company, sales order from Sage CRM to Sage100. In addition to this, the information for Sage 100 customer flows between Sage CRM on real depending on the configuration setting option selected. Today… Read More »

GUMU™ for Sage CRM – Sage 100 Integration is compatible with Sage CRM 2022 R1

GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The link supports multiple… Read More »

GUMU™ integration is now compatible with Sage 100 v2021

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 and view Sales… Read More »