Tag Archives: Sage CRM 7.2

GUMU™ for Sage CRM – Sage 100: Real-Time Credit Limit & Credit Hold Checking from Company Summary Screen

GUMU™ for Sage CRM – Sage 100 application is a real-time bi-directional link where we synchronize all the customers and vendors data from Sage 100 to Sage CRM and vice versa. Using this integration, users can access critical ERP data — such as sales invoices, orders, and item sales history directly within the Sage CRM. At… Read More »

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 »

Enhanced Folder-Level User Management with Kendo Grid in GUMU™ for Sage CRM – Sage X3 Integration

GUMU™ for Sage CRM – Sage X3 is a real-time, bi-directional integration solution that ensures seamless data synchronization from Sage X3 to Sage CRM and vice versa. GUMU™ for Sage CRM – Sage X3 ensures seamless synchronization of customer, transaction, and operational data between the two systems. In our latest release, we have introduced an… 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 »

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 »

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 »

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 »