{"id":24855,"date":"2020-10-07T09:50:49","date_gmt":"2020-10-07T09:50:49","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24855"},"modified":"2020-10-28T14:56:54","modified_gmt":"2020-10-28T14:56:54","slug":"new-features-in-latest-gumu-sage-crm-sage-100-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/new-features-in-latest-gumu-sage-crm-sage-100-integration\/","title":{"rendered":"New Features in latest GUMU&#x2122; for Sage CRM &#8211; Sage 100 Integration"},"content":{"rendered":"\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" target=\"_blank\"><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>In this blog, we will go through new features which we have added in our latest GUMU&#x2122; Integration product which will give the Integration users more functionality and flexibility towards business processes. The new features are listed below &#8211; <\/p>\n\n\n\n<ol class=\"wp-block-list\"><li><u><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/03\/quick-line-entry-with-new-interface-in-gumu-for-sage-crm-sage-100-integration\/\" target=\"_blank\">Quick Line Entry with new interface<\/a><\/u>: In CRM, we have change the UI of Quick line entry screen used for Quotes and Orders. It now helps the user to access more functionality as mention below<\/li><\/ol>\n\n\n\n<ul class=\"wp-block-list\"><li>Can view or find item by filtering the products as per product family.<\/li><li>Can view particular products&nbsp;Quantity on Hand&nbsp;as per selected&nbsp;Warehouse&nbsp;on real time basis from Sage 100 by using&nbsp;Sync Inv&nbsp;button.<\/li><li>Can view real time pricing from Sage 100 on click of&nbsp;Sync&nbsp;and&nbsp;Update&nbsp;buttons.<\/li><\/ul>\n\n\n\n<p>2. <u><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/03\/find-inventory-enhancement-in-gumu-sage-crm-sage-100-integration\/\" target=\"_blank\">Find Inventory<\/a><\/u>: This screen is being customize with advanced Interface and features by providing the user the ease of accessibility.The Hyperlink&nbsp;is being provided&nbsp;on Item Number so user can view Orders, Invoices and Sales Information of that particular item.<\/p>\n\n\n\n<p>3. <u><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/07\/30\/synching-last-sales-order-date-using-gumu-sage-crm-sage-100-integration\/\" target=\"_blank\">Synching Last Sales Order Date<\/a><\/u>: Added field like Last Sales Order Date which is used to display customer Last Sales Order Date of that customer. The information gets display in Sage CRM only when users Import the customer records using Import Custom Field routine process.<\/p>\n\n\n\n<p>4. <u><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/21\/functionality-of-default-company-in-gumu-sage-crm-sage-100-integration\/\" target=\"_blank\">Default Company feature<\/a><\/u>: A default company option is added on configuration of CRM so that in case if user don\u2019t select Company Code for any Prospect then it will fetch products and price based on Default Company during Quote\/Order process.<\/p>\n\n\n\n<p>5. <u><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/21\/easy-accessibility-to-gumu-dashboard-with-our-new-features\/\" target=\"_blank\">Easy accessibility to GUMU Dashboard<\/a><\/u>: GUMU dashboard screen is modified as two fields are added such as Fiscal period and Fiscal year. This Fiscal Year&nbsp;and&nbsp;Fiscal Period&nbsp;selection fields will provide you the exact same options value which are being configured in&nbsp;Fiscal Year Maintenance&nbsp;under Sage 100 application according to the company code.<\/p>\n\n\n\n<p>6. <u><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/14\/new-feature-synching-customer-status-field-from-sage-100-to-sage-crm-using-gumu\/\" target=\"_blank\">Synching Customer Status field from Sage 100 to Sage CRM<\/a><\/u>: Added field like Customer status on Import Customer routine. So in Sage 100 the customers are classified on basis of Active, Inactive and Temporary under status field. But in CRM the user directly used import customer functionality without considering this criteria so as making the user import irrelevant customers into CRM.<\/p>\n\n\n\n<p>7. <u><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/05\/new-modifications-on-order-and-ar-inquiry-tabs-in-gumu-crm-sage-100-integration\/\" target=\"_blank\">Modifications on Order and AR Inquiry tabs<\/a><\/u>: Added fields like Salesperson&nbsp;and&nbsp;Date fields&nbsp;as a filter&nbsp;on Order Inquiry and AR Inquiry GUMU tabs. The user now has the ability to filter out the list of orders or invoices that sync on real time from Sage 100 as per their desired Salesperson and Date.<\/p>\n\n\n\n<p>8. <u><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/07\/modifications-on-ytd-sales-detail-tab\/\" target=\"_blank\">Modifications on YTD Sales Detail tab<\/a><\/u>: We have modified the YTD sales tab with new UI screen, provided sorting and new fields to search\/filter the Sales data on screen which looks user friendly.<\/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\/new-features-in-latest-gumu-sage-crm-sage-100-integration\/\">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":[332,4206,192],"tags":[4110,1286,3920,4243,1664,2077,2078,2082,2083],"class_list":["post-24855","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-gumu-integration","category-integration-sage-crm","tag-crmmas90","tag-gumumas","tag-gumumas90","tag-new-enhancements","tag-new-features","tag-sage-crm-integration","tag-sage-crm-integration-sage-100","tag-sage-crm-integration-with-sage-300","tag-sage-crm-integration-with-sage-erp"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>New Features in latest GUMU&#x2122; for Sage CRM - Sage 100 Integration - 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\/2020\/10\/07\/new-features-in-latest-gumu-sage-crm-sage-100-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Features in latest GUMU&#x2122; for Sage CRM - Sage 100 Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"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. 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