{"id":29478,"date":"2025-10-20T06:18:49","date_gmt":"2025-10-20T06:18:49","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=29478"},"modified":"2025-10-20T06:27:05","modified_gmt":"2025-10-20T06:27:05","slug":"order-and-quote-tabs-now-available-in-both-company-and-person-contexts","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2025\/10\/20\/order-and-quote-tabs-now-available-in-both-company-and-person-contexts\/","title":{"rendered":"Order and Quote Tabs Now Available in Both Company and Person Contexts"},"content":{"rendered":"\n

GUMU™ for Sage CRM \u2013 Sage 100 application<\/a>\u00a0is a powerful, real-time bi-directional link that connects your CRM and ERP systems. With this integration, businesses can effortlessly synchronize customer and vendor data<\/strong> between Sage 100 and Sage CRM \u2014 ensuring both systems always stay up to date.<\/p>\n\n\n\n

Through GUMU™, users gain direct access to key ERP information such as sales invoices, orders, and item sales history<\/strong> right from within Sage CRM. This not only enhances visibility but also empowers sales and service teams to make faster, more informed decisions without switching between multiple systems.<\/p>\n\n\n\n

With every version, GUMU™ Integration for Sage CRM \u2013 Sage 100 continues to evolve by offering features that enhance usability, visibility, and decision-making for sales and service teams.
The latest release, GUMU™ 5.6.0.4, introduces a key enhancement that adds significant flexibility to how users access transactional data.<\/p>\n\n\n\n

With this release, the Order and Quote tabs are now available not only within the Company context but also under the Person (Contact) context in Sage CRM \u2014 delivering greater data accessibility and an improved user experience.<\/p>\n\n\n\n

The new version of GUMU™ introduces an expanded data visibility model, allowing users to:<\/p>\n\n\n\n

    \n
  1. Access Orders and Quotes directly from both the Company and Person record screens.<\/li>\n\n\n\n
  2. View and analyze sales transactions related specifically to a contact, rather than only at the company level.<\/li>\n<\/ol>\n\n\n\n

    Lets consider a scenario where a Sage CRM user is following up with John Doe, a purchasing contact at Acme Corporation, who previously requested a quotation for new equipment.<\/p>\n\n\n\n

    In earlier versions of GUMU™, the Sage CRM user had to open the Acme Corporation Company record navigate to the specific Opportunity to view all associated quotes and orders.
    Now, with GUMU™ 5.6.0.4, the representative can directly open John Doe\u2019s Person record and instantly view all related transactions through the new Order and Quote tabs.<\/p>\n\n\n\n

    This allows for a faster, more focused interaction \u2014 the representative can quickly reference John\u2019s quote details, check order statuses, and proceed with updates or follow-ups without changing screens.
    It enhances both productivity and the customer experience by ensuring every detail is easily accessible from the point of contact.<\/p>\n\n\n\n

    \"PersonContext\"<\/figure>\n\n\n\n

    By providing Order and Quote visibility within both Company and Person contexts, GUMU™ ensures that relevant information is always within reach, and the Sage CRM Users can review past quotes, order history from a Company or its Contact record.<\/p>\n\n\n\n

    \"Company<\/figure>\n\n\n\n

    About Us<\/strong><\/span><\/p>\n\n\n\n

    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

    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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ 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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    GUMU™ for Sage CRM \u2013 Sage 100 application\u00a0is a powerful, real-time bi-directional link that connects your CRM and ERP systems. With this integration, businesses can effortlessly synchronize customer and vendor data between Sage 100 and Sage CRM \u2014 ensuring both systems always stay up to date. Through GUMU™, users gain direct access to key ERP\u2026 Read More »<\/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":[83,4206,192,272,303,304,4657,332,335,3986,3987,4680],"tags":[720,1238,1258,1286,1435,1574,1708,1728,1865,1958,1959,2010,4684,4685],"class_list":["post-29478","post","type-post","status-publish","format-standard","hentry","category-crm72","category-gumu-integration","category-integration-sage-crm","category-orders","category-quote","category-quotes","category-sage-100","category-sage-crm","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm","category-sage-crm-2025","tag-company","tag-gumu","tag-gumu-integration","tag-gumumas","tag-integration","tag-mas90","tag-opportunity","tag-orders","tag-quotes","tag-sage","tag-sage-100","tag-sage-crm","tag-sage-crm-sage-100-gumu-integration","tag-transaction-history"],"yoast_head":"\nOrder and Quote Tabs Now Available in Both Company and Person Contexts - 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\/10\/20\/order-and-quote-tabs-now-available-in-both-company-and-person-contexts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Order and Quote Tabs Now Available in Both Company and Person Contexts - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU™ for Sage CRM \u2013 Sage 100 application\u00a0is a powerful, real-time bi-directional link that connects your CRM and ERP systems. 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