Tag Archives: Orders

Control Access to Merge to Word button in Sage CRM v7.3

In our previous blog post, we discussed about the new features that have been introduced in Sage CRM v7.3. Here is the link. Quote Summary Screen Enhancements in Sage CRM 7.3 In this blog post, we will explain how Sage CRM administrator can add restrictions on any user for merging Quote template to word document. New… Read More »

Quote Summary Screen Enhancements in Sage CRM 7.3

In our recent blog posts, we have talked about the new features introduced in Beta version of Sage CRM 7.3. Today we will talk about the new features introduced on Quote Summary screen of Sage CRM v7.3. New stuff : Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration New buttons have been added to… Read More »

Customize Sage CRM Order Screens to Promote Orders into Sage 300 ERP

In earlier versions (Sage CRM v6.2 integrated with Sage Accpac v5.5 and v5.6), there was Order / Quotes tab which had an ability to create orders from an Opportunity. However in the newer versions (Sage CRM v7.0 with Sage Accpac v6.0), Quotes and Orders are created through the Quotes and Orders tabs (SWT screens) which… Read More »

Promote Orders in Real-time to Sage 100 from your Mobile/Tablet using GUMU Sage CRM – Sage 100 Integration

Need to access your Sage 100 data real-time “On the GO” anywhere, anytime even when you not on your network? With GUMU Sage 100 integration installed now there is no need to be on Network, no need to be at the office or Home with your Laptop.  You can access it on the go, whenever… Read More »