{"id":12936,"date":"2016-06-21T12:33:42","date_gmt":"2016-06-21T12:33:42","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12936"},"modified":"2016-06-21T12:33:42","modified_gmt":"2016-06-21T12:33:42","slug":"create-sage-pro-erp-primary-contact-from-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/create-sage-pro-erp-primary-contact-from-sage-crm\/","title":{"rendered":"Create Sage Pro ERP Primary contact from Sage CRM"},"content":{"rendered":"

Our GUMU for Sage CRM \u2013 Sage Pro is a real time bi-directional link which synchronize data from Sage CRM to Sage Pro and vice versa. Today, in this blog we will discuss creating or setting up the Primary person at Sage PRO ERP using GUMU™ Integration.<\/p>\n

New\u00a0Stuff<\/b>:<\/span><\/em>\u00a0GUMU Sage CRM side configuration for Sage 100 ERP Integration<\/a><\/p>\n

Sage CRM user will have to follow below steps in order to promote contact from Sage CRM to Sage PRO as primary contact,
\n1. Create new Person under Sage CRM Company (Sage PRO Customer) which is already linked with Sage PRO ERP (or select existing person).
\n2. Check the Sage PRO ERP check box for promoting this contact to Sage PRO ERP.
\n3. Now for setting this person as Primary Contact, user will have to click-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 PRO ERP.
\n\"Pro2\"<\/a>
\n4. Click on Save button to promote\u00a0the primary person in Sage PRO ERP.
\n\"Pro_customer\"<\/a>
\nThis will set this particular Sage CRM contact as primary contact in Sage PRO ERP.\u00a0<\/strong>Below are the field mapping,
\n\"Field\"<\/a>
\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. Sage Pro ERP Integration with Sage CRM \u2013 Troubleshooting Tips<\/a>
\n2. Greytrix releases new GUMU SageCRM integration with Sage Pro ERP<\/a>
\n3. Sage CRM with Sage Pro Multi Company<\/a>
\n4. Greytrix \u2013 Sage CRM \u2013 Web OE for Pro<\/a>
\n5. GUMU for Sage CRM \u2013 Sage PRO integration \u2013 Sage PRO side configuration<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Our GUMU for Sage CRM \u2013 Sage Pro is a real time bi-directional link which synchronize data from Sage CRM to Sage Pro and vice versa. Today, in this blog we will discuss creating or setting up the Primary person at Sage PRO ERP using GUMU™ Integration. New\u00a0Stuff:\u00a0GUMU Sage CRM side configuration for Sage 100\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":[940,1238,1435,1803,2165],"class_list":["post-12936","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-default-contact","tag-gumu","tag-integration","tag-primary-contact","tag-sage-pro-integration"],"yoast_head":"\nCreate Sage Pro 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\/06\/21\/create-sage-pro-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=\"Create Sage Pro ERP Primary contact from Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Our GUMU for Sage CRM \u2013 Sage Pro is a real time bi-directional link which synchronize data from Sage CRM to Sage Pro and vice versa. 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