{"id":24842,"date":"2020-10-07T09:38:13","date_gmt":"2020-10-07T09:38:13","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24842"},"modified":"2025-01-29T05:26:22","modified_gmt":"2025-01-29T05:26:22","slug":"modifications-on-ytd-sales-detail-tab","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/","title":{"rendered":"Modifications on YTD Sales Detail Tab"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\"><u>GUMU&#x2122; for Sage CRM \u2013 Sage 100 application<\/u><\/a>&nbsp;is a real time bi-directional integration link.&nbsp;Using GUMU&#x2122;, a user can sync customers data between Sage CRM and Sage 100 systems. In addition to this, all the information for Sage 100 customer flows between Sage CRM \u2013 Sage 100 on real time depending on your configured settings option in&nbsp;GUMU&#x2122;&nbsp;configuration.<\/p>\n\n\n\n<p><strong><em><strong><em>New Stuff : <\/em><\/strong><\/em><\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/07\/30\/synching-last-sales-order-date-using-gumu-sage-crm-sage-100-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Synching Last Sales Order Date using GUMU&#x2122; Sage CRM \u2013 Sage 100 Integration<\/u><\/a><\/p>\n\n\n\n<p>In our latest GUMU version, we have altered the YTD sales tab like UI screen, sorting and new fields on screen which looks user friendly. New fields such as filtered YTD total and filtered LYTD total is added on the screen.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/YTD-Sales-tab-1024x433.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" title=\"YTD Sales Detail Tab in  Sage CRM \u2013 Sage 100\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/YTD-Sales-tab-1024x433.jpg\" alt=\"YTD Sales Detail Tab in  Sage CRM \u2013 Sage 100\" width=\"1024\" height=\"433\" \/><\/a><\/p>\n\n\n<p>These fields shows the total sales of YTD and LYTD respectively. Its main feature is to re- total the amount as per the search in search box while these sales data is being sync from Sage 100 on real time.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/ytd-sales-tab1-1024x362.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" title=\"YTD Sales Detail Tab in  Sage CRM \u2013 Sage 100\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/ytd-sales-tab1-1024x362.jpg\" alt=\"YTD Sales Detail Tab in  Sage CRM \u2013 Sage 100\" width=\"1024\" height=\"362\" \/><\/a><\/p>\n\n\n<p>CRM user can now easily find the total of the required sales data with the help of the new added fields.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>GUMU&#x2122; for Sage CRM \u2013 Sage 100 application&nbsp;is a real time bi-directional integration link.&nbsp;Using GUMU&#x2122;, a user can sync customers data between Sage CRM and Sage 100 systems. In addition to this, all the information for Sage 100 customer flows between Sage CRM \u2013 Sage 100 on real time depending on your configured settings option\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192,4206,332],"tags":[4110,4242,1286,3920,3922,1663,4241],"class_list":["post-24842","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-gumu-integration","category-sage-crm","tag-crmmas90","tag-gumu-tab","tag-gumumas","tag-gumumas90","tag-new-enhancement","tag-new-feature","tag-ytd-sales"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Modifications on YTD Sales Detail Tab<\/title>\n<meta name=\"description\" content=\"Explore the latest modifications on the YTD Sales Detail Tab in Sage CRM. Learn how these updates help improve sales tracking and reporting for enhanced business insights.\" \/>\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\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Modifications on YTD Sales Detail Tab\" \/>\n<meta property=\"og:description\" content=\"Explore the latest modifications on the YTD Sales Detail Tab in Sage CRM. Learn how these updates help improve sales tracking and reporting for enhanced business insights.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2020-10-07T09:38:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-29T05:26:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/YTD-Sales-tab-1024x433.jpg\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/\",\"name\":\"Modifications on YTD Sales Detail Tab\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/YTD-Sales-tab-1024x433.jpg\",\"datePublished\":\"2020-10-07T09:38:13+00:00\",\"dateModified\":\"2025-01-29T05:26:22+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"description\":\"Explore the latest modifications on the YTD Sales Detail Tab in Sage CRM. Learn how these updates help improve sales tracking and reporting for enhanced business insights.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/YTD-Sales-tab-1024x433.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/YTD-Sales-tab-1024x433.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Modifications on YTD Sales Detail Tab\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips &amp; tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Modifications on YTD Sales Detail Tab","description":"Explore the latest modifications on the YTD Sales Detail Tab in Sage CRM. Learn how these updates help improve sales tracking and reporting for enhanced business insights.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/","og_locale":"en_US","og_type":"article","og_title":"Modifications on YTD Sales Detail Tab","og_description":"Explore the latest modifications on the YTD Sales Detail Tab in Sage CRM. Learn how these updates help improve sales tracking and reporting for enhanced business insights.","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2020-10-07T09:38:13+00:00","article_modified_time":"2025-01-29T05:26:22+00:00","og_image":[{"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/YTD-Sales-tab-1024x433.jpg","type":"","width":"","height":""}],"author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/","name":"Modifications on YTD Sales Detail Tab","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/YTD-Sales-tab-1024x433.jpg","datePublished":"2020-10-07T09:38:13+00:00","dateModified":"2025-01-29T05:26:22+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39"},"description":"Explore the latest modifications on the YTD Sales Detail Tab in Sage CRM. Learn how these updates help improve sales tracking and reporting for enhanced business insights.","breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/#primaryimage","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/YTD-Sales-tab-1024x433.jpg","contentUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/YTD-Sales-tab-1024x433.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Modifications on YTD Sales Detail Tab"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips &amp; tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/24842","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=24842"}],"version-history":[{"count":9,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/24842\/revisions"}],"predecessor-version":[{"id":29192,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/24842\/revisions\/29192"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=24842"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=24842"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=24842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}