Tag Archives: Sage CRM

Shipment and Invoice Process in CRM

Here with this blog, I would like to explain you how Shipment and Invoice process can be integrated in Sage CRM using Sage 300 ERP Web Service. As we know Sage CRM can be seamlessly integrated with Sage 300 ERP which allow users to check the actual Inventory and pricing before sending a quotation to… Read More: Shipment and Invoice Process in CRM »

Sage Summit 2015 New Orleans – Countdown begins

Sage Summit (#SageSummit) – The most awaited Sage event of the year is scheduled to begin on July 27, 2015 at the beautiful city of New Orleans, LA. With thousands of guests attending each year, this is an event that needs no introduction in the Sage community. Small and Medium Enterprises from across the world,… Read More: Sage Summit 2015 New Orleans – Countdown begins »

Unexpected event on converting Lead to Opportunity in Sage CRM 7.3

With the latest release of Sage CRM 7.3, Sage has introduced many valuable features which has proved very beneficial for every business sector. However, while working on Sage CRM 7.3 version we encountered an issue during lead to opportunity conversion process.  New Stuff:  Wrapper error in Sage CRM – Part 2 As we all are aware… Read More: Unexpected event on converting Lead to Opportunity in Sage CRM… »

Running VI Import in GUMU™ integrated system

Our GUMU™ integration is a real-time bidirectional link where customers are created / updated from Sage 100 to Sage CRM on real time basis.  GUMU™ integration uses the Sage CRM web services to read – write data into Sage CRM from Sage 100 on real time basis. This is done by using GUMU™ Sage 100… Read More: Running VI Import in GUMU™ integrated system »

Map single Sage CRM User with multiple Sage 100 Salespersons

GUMU™ for Sage CRM – Sage 100 integration is real time, bi-directional link and it is completely customizable. Today, we will discuss one of such useful customization where user wanted to map their single Sage CRM user with multiple Sage 100 sales persons. New Stuff: GUMU™ for Sage CRM – Sage 100 integration with AvaTax… Read More: Map single Sage CRM User with multiple Sage 100 Salespersons »

GUMU™ Sage CRM – Sage 100 Integration – New Features

We keep adding new features to our products to make it more user friendly and make it fit in all situations and business scenarios. These enhancements made in GUMU™ Integration help end user in increasing their productivity with reducing data entry efforts in both systems. This time, we have added below 2 new features in our… Read More: GUMU™ Sage CRM – Sage 100 Integration – New Features »

Registering GUMU™ Sage CRM – Sage 100 integration

You might have noticed that when GUMU™ is installed for the first time, it does not open up all its functions for you. For example, if you try to import your customers from Sage 100 to Sage CRM for the first time, irrespective of the number of companies present in Sage 100, you will be… Read More: Registering GUMU™ Sage CRM – Sage 100 integration »

Identify the version in Sage CRM Cloud

In our earlier post, we explained how to identify the Sage CRM versions and patches installed. Here is the link for your reference. Identify Sage CRM version and its patches New Stuff: Validate Email Addresses using Sage CRM Client Side API In this blog, we will explain you how to identify the Sage CRM Cloud version.… Read More: Identify the version in Sage CRM Cloud »

Display Company Information in an Opportunity Entity

Recently one of our customers came up with a requirement to display the Company Entity data into an Opportunity Entity in SageCRM.com. It is little bit tricky to display data in an Opportunity entity as one can use only Client Side Script to perform any operations in SageCRM.com. New Stuff: Validate Email Addresses using Sage CRM… Read More: Display Company Information in an Opportunity Entity »

Validate Email Addresses using Sage CRM Client Side API

In our earlier posts, we had explained how Email Addresses and Phone Numbers can be validated by adding JavaScript code. However Sage CRM Client Side API Library methods can be used to validate email. New Stuff: Apply Caption Properties using Sage CRM Client Side API Kindly allow me to elaborate in more detail. Consider you need… Read More: Validate Email Addresses using Sage CRM Client Side API »