{"id":29456,"date":"2025-09-11T10:26:39","date_gmt":"2025-09-11T10:26:39","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=29456"},"modified":"2025-09-11T10:26:40","modified_gmt":"2025-09-11T10:26:40","slug":"analyzing-quoted-products-across-opportunities-with-gumu-custom-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2025\/09\/11\/analyzing-quoted-products-across-opportunities-with-gumu-custom-screen\/","title":{"rendered":"Analyzing Quoted Products Across Opportunities with GUMU&#x2122; Custom Screen"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">GUMU for Sage CRM and Sage 100 Integration<\/a>\u00a0Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. Users can view information for customers, invoices and orders from either of the systems. The link supports multiple company integration which means users can integrate multiple companies of Sage 100 with one instance of Sage CRM. Users can access Sage 100 data over the Web (Multiple Browsers) and Mobile (Android\/iPhone) from Sage CRM using our GUMU&#x2122; Integration.<\/p>\n\n\n\n<p>With GUMU&#x2122;, our focus has always been on creating tools that simplify complex processes and give businesses the insights our Clients need to make smarter decisions. One of the recent enhancements we delivered is the <strong>Custom Quote Items Screen<\/strong> in Sage CRM \u2014developed as part of our <strong>Sage CRM \u2013 Sage 100 Integration<\/strong>.<\/p>\n\n\n\n<p>Recently, one of our clients asked for a <strong>consolidated view of all quoted items in a single grid<\/strong>. The goal was to quickly review the sales history of quoted products across different Product families. With this visibility, their team could easily see how products were quoted in the past, identify items with strong customer demand, and track which product families were gaining momentum. Most importantly, it empowered their sales team to plan future strategies with <strong>smarter, data-driven decisions<\/strong>.<\/p>\n\n\n\n<p>With this requirement in mind, we built a <strong>custom Quote Items screen<\/strong> under the global <em>Find<\/em> context in Sage CRM. It provides a <strong>centralized, real-time view<\/strong> of all quoted items across the Sage 100 integrated company codes. <em>(See image below.)<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"863\" height=\"393\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/09\/image-1.png\" alt=\"Find - Quote Items\" class=\"wp-image-29458\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/09\/image-1.png 863w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/09\/image-1-300x137.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/09\/image-1-768x350.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/09\/image-1-660x301.png 660w\" sizes=\"(max-width: 863px) 100vw, 863px\" \/><\/figure>\n\n\n\n<p>This custom screen brings all your quoted items together in one place. Instead of jumping between different opportunities or reports, sales teams can now see everything in a clean, easy-to-use <strong>grid view<\/strong>. The layout shows both past and ongoing opportunities with key details like Quote Date, Product Code, Product Name, Product Family, Quantity Ordered, and Quoted Price Sum\u2014right at a glance.<\/p>\n\n\n\n<p>To make things even smoother, both Quote Numbers and Opportunities are clickable, so users can instantly dive into the full details without opening multiple screens.<\/p>\n\n\n\n<p>We\u2019ve also added a handy filter panel, letting teams quickly narrow down data by product family, company code, or product code. This means less time searching and more time focusing on <strong>insights that drive smarter decisions<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"865\" height=\"400\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/09\/image-2.png\" alt=\"Find - Quote Items\" class=\"wp-image-29459\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/09\/image-2.png 865w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/09\/image-2-300x139.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/09\/image-2-768x355.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/09\/image-2-660x305.png 660w\" sizes=\"(max-width: 865px) 100vw, 865px\" \/><\/figure>\n\n\n\n<p>If you have a similar customization request, feel free to reach out to us at <strong><a>sage@greytrix.com<\/a><\/strong> \u2014 we\u2019d be happy to help.<\/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\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>GUMU for Sage CRM and Sage 100 Integration\u00a0Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. Users can view information for customers, invoices and orders from either of the systems. The link supports multiple company integration which means users can integrate multiple companies of Sage 100 with one instance of\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2025\/09\/11\/analyzing-quoted-products-across-opportunities-with-gumu-custom-screen\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4206,192,4657,3986,4680,1],"tags":[],"class_list":["post-29456","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-sage-100","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2025","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Analyzing Quoted Products Across Opportunities with GUMU&#x2122; Custom Screen - 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\/2025\/09\/11\/analyzing-quoted-products-across-opportunities-with-gumu-custom-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Analyzing Quoted Products Across Opportunities with GUMU&#x2122; Custom Screen - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU for Sage CRM and Sage 100 Integration\u00a0Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. 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