{"id":12829,"date":"2016-05-31T06:57:09","date_gmt":"2016-05-31T06:57:09","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12829"},"modified":"2016-05-31T06:57:09","modified_gmt":"2016-05-31T06:57:09","slug":"creating-sage-500-erp-primary-contact-from-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/creating-sage-500-erp-primary-contact-from-sage-crm\/","title":{"rendered":"Creating Sage 500 ERP Primary contact from Sage CRM"},"content":{"rendered":"

In our previous blog post, we went through the steps to <\/span><\/span><\/span>create additional addresses<\/a> <\/span><\/span><\/span>and <\/span><\/span><\/span>contacts<\/a> <\/span><\/span><\/span>from Sage CRM to Sage 500 ERP. In this blog, we will discuss how to create primary Contact at Sage 500 using GUMU Integration.<\/span><\/span><\/span><\/p>\n

New\u00a0Stuff<\/b>:\u00a0<\/span>Promote Customers from Sage CRM to Sage 100 ERP<\/a><\/p>\n

For promoting contact from Sage CRM to Sage 500 as primary contact, Sage CRM user will have to follow below steps.
\n1. Create new Person in Sage CRM company(Sage 500 Customer) \u00a0which is already linked to Sage 500 ERP (or select existing person).
\n2. Check the MAS 500 ERP check box for promoting this contact to Sage 500 ERP.
\n3. Now for setting this person as Primary Contact, user will have to Check the \u201cSet as default person\u201d for company check box. This is an important step for setting a particular contact as primary contact in Sage 500 ERP.
\n\"PrimaryAddress\"<\/a>
\n4. Click on Save button to promote\u00a0the primary person at Sage 500 ERP.
\n\"S\"<\/a>
\nThis will set this particular Sage CRM contact as primary contact in Sage 500 ERP.
\nAbout Us<\/span><\/span>
\n<\/span><\/span><\/i><\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\nAlso read :<\/span>
\n1. Import Sage 500 Customer in Sage CRM using GUMU Integration<\/a>
\n2. GUMU Sage CRM side configuration for Sage 500 ERP Integration<\/a>
\n3. Import Products in Sage CRM from Sage 500 ERP using GUMU integration link<\/a>
\n4. Adding Scripts Manually for Sage 500-Sage CRM real time changes<\/a>
\n5. Importing Customization for Real time changes from Sage 500 to Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In our previous blog post, we went through the steps to create additional addresses and contacts from Sage CRM to Sage 500 ERP. In this blog, we will discuss how to create primary Contact at Sage 500 using GUMU Integration. New\u00a0Stuff:\u00a0Promote Customers from Sage CRM to Sage 100 ERP For promoting contact from Sage CRM\u2026 Read More »<\/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":[940,1435,1803,1998,2001],"class_list":["post-12829","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-default-contact","tag-integration","tag-primary-contact","tag-sage-500","tag-sage-500-integration"],"yoast_head":"\nCreating Sage 500 ERP Primary contact from Sage CRM - 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\/2016\/05\/31\/creating-sage-500-erp-primary-contact-from-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating Sage 500 ERP Primary contact from Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog post, we went through the steps to create additional addresses and contacts from Sage CRM to Sage 500 ERP. In this blog, we will discuss how to create primary Contact at Sage 500 using GUMU Integration. 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