Tag Archives: Sage CRM

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 »

Troubleshoot Error – The GUMU™ for Sage CRM – Sage EM integration setup

GUMU™ for Sage CRM – Sage EM integration is a real-time bi-directional integration between Sage CRM and Sage EM enables users to access customer, invoice and order information from either of these two systems. Today in this blog, we will discuss how Sage CRM admin level user enable GUMU integration access to each Sage CRM… Read More »

Enabling GUMU™ for Sage CRM- Sage EM integration access for any user

GUMU™ for Sage CRM – Sage EM integration is a real-time bi-directional integration between Sage CRM and Sage EM enables users to access customer, invoice and order information from either of these two systems. Today in this blog, we will discuss how Sage CRM admin level user enable GUMU integration access to each Sage CRM… Read More »

Send Reminder Messages based on Task & Appointment Priority in Sage CRM

There are many additional features in Sage CRM. In this blog we will be discussing on reminder emails that can be sent based on priorities. Mostly there are three type of standard priorities. High Normal Low New Stuff: Showing All Communications in Calendar List of Sage CRM 2018 R3 Every user has his own preferences set… Read More »

Features of Calendar List in Sage CRM 2018 R3

With the recent release of Sage CRM 2018 Version, many additional features are been introduced such as Quick find, Mailchimp Integration etc., also additional Calendar features too were implemented which are useful for Sage CRM users in our blog we will be introducing about Calendar List features. New Stuff: New Features in System Behavior in Sage… Read More »

GUMU for Sage CRM-Sage 300 OE integration is compatible with Sage CRM 2017 R2 and Sage 300 v2018

In our GUMU™ Sage CRM – Sage 300 order entry integration, we have provided option of creating order from Sage CRM to Sage 300. Standard Sage integration between Sage CRM and Sage 300 also have order entry integration. But GUMU order entry integration is web based integration and created using standard Sage CRM order entry… Read More »

Display Logged in User Name on browser tab within Sage CRM

In Sage CRM, one can easily understand which user has been logged into CRM from My CRM tab. New Stuff: “Send to MailChimp” button in Sage CRM 2017 Generally, when users logged into Sage CRM, browser shows current Sage CRM tab name. For example, if user’s landing page is Calendar then browser tab will show the… Read More »

Greytrix Sage CRM – Sage X3 Integration – All info about Trial, versions supported, migration et al

Greytrix, a Global ISV and a multi award winner for Sage ERP and Sage CRM has reaffirmed its close relationship with Sage by receiving the Rockstar ISV Status for its flagship product – GUMU™ for Sage CRM – Sage X3 Integration. Greytrix receives this highest accolade from Sage that authorizes GUMU™ for Sage CRM –… Read More »

Setting require of – Bulk Import from Sage X3 to Sage CRM

Today, in this blog we will discuss about the setting required for Importing Customer/Products from Sage X3 to Sage CRM in Bulk using GUMU™ Sage CRM – Sage X3 Integration. New Stuff: New Features in GUMU™ for Sage CRM – Sage X3 Integration – Link Business Partners Please follow the below steps to configure ERP X3 database… Read More »

How to disable Embedded Email Editor in Sage CRM?

CRM’s Email Manager Service runs in the background to process the inbound and outbound emails in CRM. There is no need to install Email Manager Functionality separately as it comes by default with the CRM installation. This functionality can work with CRM’s embedded email editor or Microsoft Outlook to send an email out of the… Read More »