Tag Archives: Customization

Seamless Sales Data Access: Custom Sales Grid Options

GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional integration solution that connects Sage 100 (formerly known as MAS 90/200) and Sage CRM systems. It allows for seamless data synchronization between the two systems, enabling the sharing of information and providing a comprehensive view of customer and financial data across both… Read More »

PROMOTING CUSTOM SALES ORDER NUMBER INTO SAGE 100 AS SALES ORDER NUMBER.

The GUMU™ Sage 100 CRM integration is a fully bi-directional solution where users can have access to Sage 100 data wherever they log into Sage CRM. Connecting Sage 100 with Sage CRM allows customer-facing staff to view accounting data and create orders through the Sage CRM interface. Recently, our team had the opportunity to work with one… Read More »

Set Default O/E Report in Sage CRM integrated with Sage 300

In the earlier below blog, we have explained how to add customized o/E report in Sage CRM integrated with Sage 300. Add a customized O/E report for Sage CRM integrated with Sage 300 New Stuff: Sage CRM 2022 R1 UX improvements – Update territory in Opportunity, Case, Lead Groups This blog will discuss how to… Read More »

Send Email to the Selected Peoples of Sage CRM Groups

In Sage CRM, the Email and communication module is one of the most used features by users to manage and maintain customer relationships. The communication module has also helped users to communicate with the other users in CRM as well persons in the Sage CRM. Also, as we know Sage CRM’s email functionality has allowed… Read More »

Sage CRM 2021 R2: Word wrapping not supported

In Sage CRM, the customization section has supported various field types that could help in capturing or managing the customer data in an efficient way. The Administration section of Sage CRM not only allows to just use these fields but also make alterations such as change in caption, character limit, field size etc. Along with… Read More »

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 »

Sage CRM 2021 R1: Inline customization of Lists and Grids

As you all must be aware, Sage CRM 2021 R1 has come up with many interesting features related to Configurations, Security and Network related functionalities which has improved the reliability of Sage CRM to a greater extent as compared to previous versions. In our previous blog, we explored the ‘Click to Dial Links’ feature of… Read More »

Hiding Fields Using Create Script in Sage CRM

We all are aware that we can hide a field using Client side API or Javascript and Jquery. But what if we want to avoid scripting language and do this using standard code and standard functionality of SAGE CRM. On doing some investigation we came across a code wherein we can hide the field by… Read More »