Tag Archives: Customization

Rearranging the buttons on Quote Summary Screen

Quotes and Orders Summary screen has many predefine buttons, which increases performance of Sage CRM. For example, clone button helps user to create exact replica of quote on single click, similarly “Convert” button creates an order record from quotes details. New Stuff: Easy Steps to Find out Field Reference in Sage CRM These buttons are… Read More »

GUMU™ for Sage CRM-Sage100 Integration –Sales Details Customization

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: GUMU™ for Sage CRM – Sage 100 Integration compatible with Sage CRM version 2017 R1 Our GUMU™ is designed to deliver seamless integration between sages 100 ERP.… Read More »

Displaying Item Cost Detail in Sage CRM from Sage 100 using GUMU Customization

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. New Stuff: Switch between Opportunity items and Order/Quote Items in Sage CRM In our GUMU™ integration, we keep on adding new features which is very helpful for your business process and users. We can always customize our GUMU as per client’s requirement. Recently we came across… Read More »

GUMU™ for Sage CRM – Sage 100 Integration – BOM Customization

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-versa. New Stuff: Synching Sage 100 memos in Sage CRM using GUMU™ Integration We can always customize our GUMU as… Read More »

What’s New – Creating Grids in Sage CRM to display Sage ERP X3 Data on real time basis using GUMU Customizer – II

In the previous blog, we talked about the new and exciting GUMU feature of GUMU Customizer functionality for Sage X3 and Sage CRM integration. In this blog, we will focus on how we can use GUMU Customizer to create Sage CRM grids to display data on real time basis from Sage ERP X3. New Stuff:… Read More »

Codeless Customization: Add Custom Entity New Screen when accessed through iPhone

In the previous blog, we had explained how to add custom entity find screen when accessed through Sage CRM iPhone. In this blog, we will explain how to add custom entity New screen to Sage CRM iPhone. Let’s consider an example: Sage CRM has a custom entity Project and you wanted to add new project… Read More »

Sage CRM 7.2 Client Side API Manipulate List Block Columns

Grid customizations in Sage CRM are bit time consuming and sometimes need complex coding. But with Sage CRM client side API it has become much easier to work with grid customizations. One of our clients came up with requirement that there should not be an hyperlink on Quote Items grid. Now, this hyperlink is not… Read More »