Tag Archives: Sage CRM

KITTING FUNCTIONALITY IN SAGE CRM

The GUMU™ for Sage CRM – Sage 100 is a real-time bi-directional integration link, using which a user can promote Sage CRM company, sales orders from Sage CRM to Sage100. In addition to this, the information for Sage 100 customer flows between Sage CRM on real depending on the configuration setting option selected. Today in… Read More »

New Enhancements in GUMU™ for Sage CRM- Sage 100 Integration.

GUMU™ for Sage CRM – Sage 100 application is optimized on a timely basis with the new enhancements in order to meet up with the customers’ needs. It is a real-time bi-directional integration link, using which a user can view and access his sales data between Sage CRM and Sage 100. In this blog, we… Read More »

Flip the Panels on Company/Person Summary Screen in Sage CRM

Sage CRM Company Screens and Person Summary screen contains distinct panels to display Company Details, Address, Phone/E-mail, and Primary Contact details. Sage CRM gives the flexibility to modify fields in these panels. Natively Sage CRM doesn’t allow to arrange Phone/Email, Address and Contact panels of our own choice. However, Sage CRM allows to customize these… Read More »

Sage CRM Dashboard to Show Leads Generated by Source

Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different types of dashboards as per requirements. New… Read More »

Auto BCC Quotations to the Sage CRM Users

Sage CRM helps businesses to manage their internal communications with their colleagues as well as external communications with their clients from within Sage CRM itself. Sage CRM Communication module allows users to send information in the letter format along with predefined attachments like Quotation, Orders, etc. New Stuff: GUMU™ for Sage CRM – Sage X3… Read More »

GUMU™ for Sage CRM – Sage X3 Integration is compatible with Sage CRM 2021 R2

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. Our GUMU™ integration link is now compatible with the latest version of Sage CRM v2021 R2 version. From ERP Side, it is already compatible till Sage X3 V12 version. New Stuff: Pre–… Read More »

GUMU™ for Sage CRM – Sage 100 Integration is compatible with Sage CRM 2021 R2

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 »

Renaming the Standard Entity in Sage CRM

Native Sage CRM consists of Primary Entities and Secondary Entities. Sage CRM users can also create Custom entities within Sage CRM. We received customization requests from customer few days back in which they asked to rename the “Opportunity” entity to “Job”. Therefore, we thought to document it as a blog so that anyone can do… Read More »

Disable Keyboard Enter Key in Sage CRM Screens

In Sage CRM, when data is entered on Company, Person, Case, or any other custom entity screens, the record gets saved into Sage CRM when the Sage CRM user clicks on the “Enter” key on the Keyboard. One of our customers approached us and came up with a requirement that, he wants to prevent records… Read More »

Set Default O/E Report in Sage CRM integrated with Sage 300

In the earlier below blog, we have explained how to add customized o/E report in Sage CRM integrated with Sage 300. Add a customized O/E report for Sage CRM integrated with Sage 300 New Stuff: Sage CRM 2022 R1 UX improvements – Update territory in Opportunity, Case, Lead Groups This blog will discuss how to… Read More »