{"id":10552,"date":"2015-06-29T06:20:13","date_gmt":"2015-06-29T06:20:13","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10552"},"modified":"2015-06-29T06:20:13","modified_gmt":"2015-06-29T06:20:13","slug":"whats-new-creating-grids-in-sage-crm-to-display-sage-erp-x3-data-on-real-time-basis-using-gumu-customizer-ii","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/29\/whats-new-creating-grids-in-sage-crm-to-display-sage-erp-x3-data-on-real-time-basis-using-gumu-customizer-ii\/","title":{"rendered":"What\u2019s New &#8211; Creating Grids in Sage CRM to display Sage ERP X3 Data on real time basis using GUMU Customizer \u2013 II"},"content":{"rendered":"<p>In the previous blog, we talked about the new and exciting GUMU feature of GUMU Customizer functionality for Sage X3 and Sage CRM integration. In this blog, we will focus on how we can use GUMU Customizer to create Sage CRM grids to display data on real time basis from Sage ERP X3.<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #993300;\"><strong>New Stuff<\/strong>: <a title=\"GUMU&#x2122; for Sage CRM \u2013 Sage ERP X3 Integration \u2013 Edit orders\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/05\/27\/gumu-for-sage-crm-sage-erp-x3-integration-edit-orders\/\" target=\"_blank\">GUMU&#x2122; for Sage CRM \u2013 Sage ERP X3 Integration \u2013 Edit orders<\/a><\/span><\/p>\n<p><strong>Navigation<\/strong><br \/>\nYou can navigate to GUMU Customizer page in Sage CRM by going to, Administration &gt; Sage ERP X3 administration &gt; GUMU Customizer.<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #993300;\"><strong>GUMU Sage ERP X3 Integration<\/strong><\/span> \u00a0<strong><a title=\"Videos\" href=\"https:\/\/www.youtube.com\/playlist?list=PLtbBPBfFzvFB3DVgj0PURECcSneNWMI-8\" target=\"_blank\" rel=\"noopener\">Video <\/a>| <a title=\"Blogs\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/tag\/gumux3\/\" target=\"_blank\">Blog <\/a>| <a title=\"Demo Link\" href=\"http:\/\/49.248.14.235\/crm72\/eware.dll\/\" target=\"_blank\">Demo Machine<\/a><\/strong><\/p>\n<p>On the Customizer screen,<\/p>\n<ul>\n<li>Click on NEW button and navigate to the Header Entry Page as shown below.<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/custom1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-10561\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/custom1.jpg\" alt=\"custom1\" width=\"700\" height=\"301\" \/><\/a><\/li>\n<li>Enter all the field values on the page.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/table1.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-10604\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/table1.jpg\" alt=\"table1\" width=\"500\" height=\"371\" \/><\/a><\/p>\n<ul>\n<li>\u00a0Once user has saved the field it will display the details screen as shown below along with option to add it on the Grid.<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/custom2.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-10562\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/custom2.jpg\" alt=\"custom2\" width=\"700\" height=\"340\" \/><\/a><\/li>\n<li>\u00a0From above page, we can add necessary fields on the Grid.<\/li>\n<li>Check the checkbox under the Select Column to add corresponding field in the Grid screen.<\/li>\n<li>User can also add the filter to the grid. Check the checkbox under the Include search field for adding the field on the filter Screen.<\/li>\n<li>User can also add the hyperlink to any grid column by selecting the value from Hyperlink To column\u2019s dropdown field. Here user can select the name of the screen\/Grid where he wants to navigate after clicking on column\u2019s hyperlink.<\/li>\n<li>In the Key field, user can enter the name of column which can be used as where clause to query data based on particular column while navigating to specified screen.<br \/>\n&#8211; In case you want to query data for multiple columns then you will have to add it in the Key field as given below. Column1:column2:column3.<\/li>\n<li>In the Key Value column, user can enter the value of the column from the existing Grid. This will act as where clause for column entered in Key field.<\/li>\n<li>Similarly, if you are passing multiple columns to filter then user will also have to pass multiple values. It can be done as value1:value2: value3.<\/li>\n<\/ul>\n<p>After saving this, Inquiry screen will get created in a tab under specified entity.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/cutom3.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10563\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/cutom3.jpg\" alt=\"cutom3\" width=\"700\" height=\"472\" \/><\/a><br \/>\n<strong><span style=\"color: #993300;\">Also Read :<\/span><\/strong><\/p>\n<p style=\"text-align: justify;\">1. <a title=\"Sage ERP X3 integration with Sage CRM \u2013 Troubleshooting Tips\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/02\/28\/sage-erp-x3-integration-with-sage-crm-troubleshooting-tips-2\/\" target=\"_blank\">Sage ERP X3 integration with Sage CRM \u2013 Troubleshooting Tips<\/a><br \/>\n2. <a title=\"GUMU for Sage CRM- Sage ERP X3 \u2013 Sage ERP X3 Side Configuration\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/25\/gumu-for-sage-crm-sage-erp-x3-sage-erp-x3-side-configuration\/\" target=\"_blank\">GUMU for Sage CRM- Sage ERP X3 \u2013 Sage ERP X3 Side Configuration<\/a><br \/>\n3. <a title=\"Promote Sage CRM Orders to Sage ERP X3 with GUMU Integration\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/31\/promote-sage-crm-orders-to-sage-erp-x3-with-gumu-integration\/\" target=\"_blank\">Promote Sage CRM Orders to Sage ERP X3 with GUMU Integration<\/a><br \/>\n4. <a title=\"Synchronization Setting in GUMU for Sage CRM \u2013 Sage ERP X3\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/synchronization-setting-in-gumu-for-sage-crm-sage-erp-x3\/\" target=\"_blank\">Synchronization Setting in GUMU for Sage CRM \u2013 Sage ERP X3<\/a><br \/>\n5. <a title=\"Link Customer functionality in GUMU for Sage CRM \u2013 Sage ERP X3\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/30\/link-customer-functionality-in-gumu-for-sage-crm-sage-erp-x3\/\" target=\"_blank\">Link Customer functionality in GUMU for Sage CRM \u2013 Sage ERP X3<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the previous blog, we talked about the new and exciting GUMU feature of GUMU Customizer functionality for Sage X3 and Sage CRM integration. In this blog, we will focus on how we can use GUMU Customizer to create Sage CRM grids to display data on real time basis from Sage ERP X3. New Stuff:\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/29\/whats-new-creating-grids-in-sage-crm-to-display-sage-erp-x3-data-on-real-time-basis-using-gumu-customizer-ii\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[893,903,1238,1306,1435,2010,2150],"class_list":["post-10552","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-customization","tag-customizer","tag-gumu","tag-gumux3","tag-integration","tag-sage-crm","tag-sage-erp-x3"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What\u2019s New - Creating Grids in Sage CRM to display Sage ERP X3 Data on real time basis using GUMU Customizer \u2013 II - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/29\/whats-new-creating-grids-in-sage-crm-to-display-sage-erp-x3-data-on-real-time-basis-using-gumu-customizer-ii\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What\u2019s New - Creating Grids in Sage CRM to display Sage ERP X3 Data on real time basis using GUMU Customizer \u2013 II - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In the previous blog, we talked about the new and exciting GUMU feature of GUMU Customizer functionality for Sage X3 and Sage CRM integration. 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