Tag Archives: Sage CRM

Configuring a Custom Grid Using Query Grid Manager in Sage CRM (Integrated with Sage 100 using GUMU™)

The GUMU™ for Sage CRM – Sage 100 Integration empowers businesses with real-time, bi-directional connectivity between Sage CRM and Sage 100 ERP. Among its many powerful tools, the Query Grid Manager stands out as a key feature that enables users to view ERP data directly within Sage CRM — without writing a single line of code.… Read More »

Quick Line Entry (QLE) on Order and Quote Screen for Sage X3 and Sage Intacct

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa.The Quick Line Entry (QLE) feature in GUMU™ integration for Sage X3 and Sage Intacct is designed to make order and quote creation more efficient and user-friendly. With this new enhancement,… Read More »

Enhancing Lot Tracking in GUMU™ for Sage CRM – Sage 100 Integration

The GUMU™ for Sage CRM – Sage 100 Integration is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100. This integration synchronizes customer and vendor data between the two systems, allowing businesses to maintain consistent and accurate records. Through GUMU™, users can access critical ERP data such as sales invoices, orders, and item… Read More »

New Enhancement in GUMU™ for Sage CRM – Sage Intacct Integration: Vendor.

GUMU™ for Sage CRM – Sage Intacct integration is a real-time bi-directional link which sync customer data from Sage CRM to Sage Intacct and vice versa. In the latest release, we have introduced significant enhancements to extend this capability to Vendor management, along with improved handling of additional contacts for Vendors. Key Enhancements in Vendor Integration 1.… Read More »

Order and Quote Tabs Now Available in Both Company and Person Contexts

GUMU™ for Sage CRM – Sage 100 application is a powerful, real-time bi-directional link that connects your CRM and ERP systems. With this integration, businesses can effortlessly synchronize customer and vendor data between Sage 100 and Sage CRM — ensuring both systems always stay up to date. Through GUMU™, users gain direct access to key ERP… Read More »

Product Inquiry lookup on QLE in GUMU™ for 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 suite your company business process. At Greytrix, we are continuously enhancing our GUMU™ Sage CRM – Sage 100 Integration to make business processes… Read More »

GUMU™ for Sage CRM – Sage 100,X3 and Intacct Integration is compatible with Sage CRM 2024 R1/R2 and 2025 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™ Sage 100 API

We know that SDATA is an API designed to make integration with Sage 100 smoother and more straightforward. By using XML as its primary data format, SDATA enables different systems to easily exchange information with Sage 100 through structured messages. The API also allows other applications to access and integrate data in real-time. However, the… Read More »

Managing Tags in Sage CRM 2024R1:  Enabling, Disabling, Viewing and Deleting

With the release of Sage CRM 2024 R1, various new features have been introduced. One of these is the Tags feature, which allows users to group records and generate reports based on tags. Sage CRM offers powerful reporting tools, enabling you to explore your operations more deeply and achieve unmatched levels of efficiency and success.… Read More »

Use of tags to classify records in Sage CRM 2024 R1

Sage CRM offers a comprehensive group of reporting features designed to provide users with powerful insights and analytics. From standard reports to customizable dashboards, Sage CRM equips businesses with the tools they need to make informed decisions and drive growth. The recent addition of the Tags feature further enhances reporting capabilities by allowing users to… Read More »