Tag Archives: Sage CRM 7.0

GUMU™ for Sage CRM – Sage 300: Real-Time Discount Calculation Based on Price Level

GUMU™ for Sage CRM – Sage 300 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 300 Integration to make business… Read More »

One-to-Many Company (Customer/Vendor) Linking in GUMU™

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. Managing customer and vendor data across CRM and ERP systems is one of the most… Read More »

Integrating Item Primary Vendor with Sage CRM Products 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 where users can view customers, vendors and sales information from either of the systems. In this blog, we highlight a recent customization implemented for a client using our GUMU™ for Sage CRM – Sage… Read More »

Introducing BOM Functionality in the GUMU™ Sage CRM – Sage 100 Integration Solution.

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. We are excited to announce that in the latest version of GUMU™ Sage CRM – Sage 100 Integration,… Read More »

Troubleshooting issues with Data Upload in Sage CRM

In our earlier posts, we have discussed how Data Upload Routine works and its troubleshooting if any issues encountered during Data Upload routine. During Data Upload routine, recently we came across another issue. In this blog, we will discuss what the issue was and how it has been resolved. New Stuff: Unable to Upload File… Read More »

Get Dropbox Event updates into Sage CRM Interactive Dashboard Gadget

Dropbox is a place where we love to keep or store our document, files and video so that we can view them anytime anyplace. Dropbox also make it super easy to share files with other peoples by just providing the Dropbox link to the other people using which people can directly download the file. New… Read More »

Notify Restricted Websites List to Sage CRM users using Web Site Gadget

In earlier blog, we have explained how to Restrict Web Sites in Sage CRM Dashboard Website Gadget. In this blog, we will explain how to display the restricted sites in an Interactive Dashboard Gadget. New Stuff: Viewing My Opportunities on Interactive Dashboard 1) To display restricted websites in Dashboard, we need to create .html files… Read More »

Viewing My Opportunities on Interactive Dashboard

Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view his Tasks, Opportunities through Dashboards. In this blog, we will explain how user can view his ongoing Opportunities in an Interactive Dashboard. New Stuff: How to control Email Forward and Reply Translations Below are the… Read More »

Modify font size of fields added in Entity Top Content screen

Sage CRM Entity Top Content screens are used to give quick overview of an entity without actually having to drill down to field level. One of my colleague asked to if the font size of the fields which are in top content can be increased. Well, the answer is yes. In this blog, we will… Read More »

Create Simple Sage CRM report to view Opportunities generated from Outbound Call list

Sage CRM Reporting tool is an important feature of Sage CRM which is used to create simple as well as Complex reports within Sage CRM. New Stuff: What’s New – GUMU integration is now compatible with Sage 100 2016 In this blog, we will be explaining how to create simple Sage CRM report to display… Read More »