{"id":29603,"date":"2025-12-23T09:11:52","date_gmt":"2025-12-23T09:11:52","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=29603"},"modified":"2025-12-23T09:11:54","modified_gmt":"2025-12-23T09:11:54","slug":"enhanced-view-of-gumu-tabs-for-customers-in-sage-crm-sage-intacct-gumu-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2025\/12\/23\/enhanced-view-of-gumu-tabs-for-customers-in-sage-crm-sage-intacct-gumu-integration\/","title":{"rendered":"Enhanced View of GUMU Tabs for Customers in Sage CRM &#8211; Sage Intacct GUMU&#x2122; Integration"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; for Sage CRM \u2013 Sage Intacct<\/a>\u00a0is a real-time bi-directional link where we synchronize all the customers and vendors data from Sage Intacct to Sage CRM and vice versa. Using this integration, users can access critical ERP data \u2014 such as sales invoices, orders, and item sales history directly within the Sage CRM.<\/p>\n\n\n\n<p>In this blog we will highlight the new enhancements we have done in our latest version of GUMU for ERP inquiry pages within the Sage CRM. We have provided a consolidated view of GUMU tabs under the View ERP data screen against the Company of Sage Intacct type &#8211; <strong>Customer <\/strong>.<\/p>\n\n\n\n<p>In this blog, we highlight the latest enhancements introduced in the newest version of GUMU, specifically for ERP inquiry pages in Sage CRM. We have implemented a consolidated <strong>View ERP Data<\/strong> screen that organizes all GUMU tabs under the Company record for Sage Intacct\u2013type <strong>Customers<\/strong>.<\/p>\n\n\n\n<p>Earlier, Sage Intacct sales orders, invoices, and historical sales data were displayed in separate standard table grids within Sage CRM. With the latest enhancement, this information is consolidated into a single <strong>View ERP Data <\/strong>screen, using advanced <strong>Kendo Grids<\/strong> and interactive <strong>charts<\/strong> to provide a more intuitive, visually rich, and user-friendly experience.<\/p>\n\n\n\n<p><strong>View ERP Data Tabs<\/strong><\/p>\n\n\n\n<p>The View ERP Data section includes the following tabs:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A\/R Invoices<\/li>\n\n\n\n<li>Sales Orders<\/li>\n\n\n\n<li>Sage Intacct Charts<\/li>\n<\/ul>\n\n\n\n<p>The A\/R Invoices and Sales Orders tabs display the same core data previously available under the A\/R Inquiry and Order Inquiry tabs. However, these tabs now feature an enhanced layout along with additional functionalities that allow users to view and manage ERP data more efficiently.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"865\" height=\"383\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-17.png\" alt=\"\" class=\"wp-image-29604\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-17.png 865w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-17-300x133.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-17-768x340.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-17-660x292.png 660w\" sizes=\"(max-width: 865px) 100vw, 865px\" \/><\/figure>\n\n\n\n<p><strong>Kendo Grid in AR invoices and Sales Orders:<\/strong><\/p>\n\n\n\n<p>The kendo grid used for displaying the AR invoices and Sales Orders offers powerful features that make data review more streamlined and precise. Users can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sort and filter invoices or orders by date, document number, status, amount, and other columns<\/li>\n\n\n\n<li>View detailed invoice or order information in real time by clicking the View Details hyperlink<\/li>\n\n\n\n<li>Customize the grid by showing or hiding columns as required<\/li>\n\n\n\n<li>Export sales data to an Excel file using the Download button available at the bottom-right corner of the grid<\/li>\n<\/ul>\n\n\n\n<p>This enhanced interface transforms how users interact with Sage Intacct data, making invoice and order review easier and highly productive within Sage CRM.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"864\" height=\"403\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-18.png\" alt=\"\" class=\"wp-image-29605\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-18.png 864w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-18-300x140.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-18-768x358.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-18-660x308.png 660w\" sizes=\"(max-width: 864px) 100vw, 864px\" \/><\/figure>\n\n\n\n<p>Additionally, users can also group data by one or more columns based on their reporting needs. Grouping can be easily applied in the Kendo Grid by dragging and dropping the desired columns into the grouping area at the top-left section of the grid, enabling more focused and targeted data analysis.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"865\" height=\"390\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-19.png\" alt=\"\" class=\"wp-image-29606\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-19.png 865w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-19-300x135.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-19-768x346.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-19-660x298.png 660w\" sizes=\"(max-width: 865px) 100vw, 865px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"863\" height=\"376\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-20.png\" alt=\"\" class=\"wp-image-29607\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-20.png 863w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-20-300x131.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-20-768x335.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-20-660x288.png 660w\" sizes=\"(max-width: 863px) 100vw, 863px\" \/><\/figure>\n\n\n\n<p><strong>Sage Intacct Charts:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"865\" height=\"402\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-21.png\" alt=\"\" class=\"wp-image-29608\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-21.png 865w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-21-300x139.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-21-768x357.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-21-660x307.png 660w\" sizes=\"(max-width: 865px) 100vw, 865px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"864\" height=\"399\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-22.png\" alt=\"\" class=\"wp-image-29609\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-22.png 864w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-22-300x139.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-22-768x355.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-22-660x305.png 660w\" sizes=\"(max-width: 864px) 100vw, 864px\" \/><\/figure>\n\n\n\n<p>These enhancements to the GUMU tabs deliver a cleaner interface, improved data accessibility, and a more insightful way to analyze Sage Intacct customer data directly within Sage CRM.<\/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 Intacct\u00a0is a real-time bi-directional link where we synchronize all the customers and vendors data from Sage Intacct to Sage CRM and vice versa. Using this integration, users can access critical ERP data \u2014 such as sales invoices, orders, and item sales history directly within the Sage CRM. In this\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2025\/12\/23\/enhanced-view-of-gumu-tabs-for-customers-in-sage-crm-sage-intacct-gumu-integration\/\">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":[4206,192,335,3986,4680,4688],"tags":[663,3041,1238,4707,4705,4706,1435,2010,4704,3769],"class_list":["post-29603","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2025","category-sage-intacct","tag-charts","tag-dashboards","tag-gumu","tag-gumu-dashboards","tag-gumu-for-sage-crm","tag-gumu-sage-intacct","tag-integration","tag-sage-crm","tag-sage-crm-sage-intacct","tag-sage-intacct"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Enhanced View of GUMU Tabs for Customers in Sage CRM - Sage Intacct GUMU&#x2122; 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\/2025\/12\/23\/enhanced-view-of-gumu-tabs-for-customers-in-sage-crm-sage-intacct-gumu-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enhanced View of GUMU Tabs for Customers in Sage CRM - Sage Intacct GUMU&#x2122; Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU&#x2122; for Sage CRM \u2013 Sage Intacct\u00a0is a real-time bi-directional link where we synchronize all the customers and vendors data from Sage Intacct to Sage CRM and vice versa. 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