{"id":30566,"date":"2026-09-30T08:56:44","date_gmt":"2026-09-30T08:56:44","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=30566"},"modified":"2026-09-30T08:56:46","modified_gmt":"2026-09-30T08:56:46","slug":"create-dynamic-grids-without-sql-using-table-wise-in-gumu-v5-6-0-5","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/09\/30\/create-dynamic-grids-without-sql-using-table-wise-in-gumu-v5-6-0-5\/","title":{"rendered":"Create Dynamic Grids Without SQL Using Table-wise in GUMU v5.6.0.5"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\">Introduction<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">In the previous article, we introduced the enhanced Dynamic Grid Query Manager in GUMU for Sage CRM and Sage 100, including its Query-wise and Table-wise configuration approaches.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this article, we will take a closer look at one of the key enhancements introduced in GUMU v5.6.0.5 \u2014 <strong>Table-wise Configuration<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Organizations frequently need to display Sage 100 ERP information directly within Sage CRM. This could include inventory availability, customer information, vendor details, sales orders, purchase orders, or other ERP data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Traditionally, creating these grids required SQL knowledge, database field identification, query development, testing, and deployment. With the new Table-wise Configuration, administrators can create many of these grids directly from the CRM interface by selecting a Sage 100 table and choosing the required fields \u2014 without writing SQL.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Is Table-wise Configuration?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Table-wise Configuration is a new configuration method available in the Dynamic Grid Query Manager in GUMU v5.6.0.5.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It allows administrators to create a dynamic grid by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Selecting the Sage 100 company.<\/li>\n\n\n\n<li>Selecting a Sage 100 database table.<\/li>\n\n\n\n<li>Choosing the required columns.<\/li>\n\n\n\n<li>Configuring column titles and display order.<\/li>\n\n\n\n<li>Selecting where the grid should appear within Sage CRM.<\/li>\n\n\n\n<li>Saving the configuration for users to access.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"433\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/09\/image-7-1024x433.png\" alt=\"\" class=\"wp-image-30567\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/09\/image-7-1024x433.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/09\/image-7-300x127.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/09\/image-7-767x324.png 767w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/09\/image-7-660x279.png 660w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/09\/image-7.png 1122w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Why Was Table-wise Configuration Introduced?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A common requirement in Sage CRM\u2013Sage 100 integration projects is to display additional ERP information within CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, a sales representative may want to see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Item availability<\/li>\n\n\n\n<li>Warehouse information<\/li>\n\n\n\n<li>Quantity on hand<\/li>\n\n\n\n<li>Quantity on purchase order<\/li>\n\n\n\n<li>Quantity on sales order<\/li>\n\n\n\n<li>Average cost<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Previously, implementing such a requirement could involve identifying the appropriate Sage 100 table and fields, writing an SQL query, configuring the resulting grid, testing it, and deploying the customization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This process generally required technical or development resources even when the requirement itself was relatively simple.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Table-wise Configuration simplifies this process by moving much of the configuration into the CRM interface.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Instead of starting with an SQL query, an administrator can start with a simple question:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Which Sage 100 table contains the information I want to display?<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From there, the required fields can be selected and configured.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">How to Create a Dynamic Grid Using Table-wise Configuration<\/h1>\n\n\n\n<h2 class=\"wp-block-heading\">Step 1 \u2013 Select the Sage 100 Company<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Select the required Company Description.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 2 \u2013 Select Table-wise Configuration<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Set Selection Type to Table-wise.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 3 \u2013 Select the Sage 100 Table<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Select the required table, such as <em>IM_ItemWarehouse, AR_Customer,<\/em> or <em>AP_Vendor<\/em>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 4 \u2013 Choose Columns<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Select the required fields to display in the grid.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 5 \u2013 Configure Columns<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Set column titles, data types, order, and remove unnecessary columns.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 6 \u2013 Select CRM Context<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Choose where the grid should appear, such as Customer, Vendor, Find, My CRM, or Team CRM.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 7 \u2013 Save the Configuration<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Save the configuration to make the dynamic grid available in Sage CRM.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"412\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/09\/image-8-1024x412.png\" alt=\"\" class=\"wp-image-30568\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/09\/image-8-1024x412.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/09\/image-8-300x121.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/09\/image-8-766x308.png 766w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/09\/image-8-660x266.png 660w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/09\/image-8.png 1121w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h1 class=\"wp-block-heading\">Real-World Example: Inventory Details<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Consider a sales representative working with a customer in Sage CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The customer asks:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u201cDo you currently have this item available, and which warehouse has stock?\u201d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Without ERP information available in CRM, the sales representative may need to open Sage 100, locate the item, check warehouse information, and then return to CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With a table-wise dynamic grid, an Inventory Details tab can be configured using the IM_ItemWarehouse table.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The grid can display information such as:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><td><strong>Item Information<\/strong><strong><\/strong><\/td><td><strong>Inventory Information<\/strong><strong><\/strong><\/td><\/tr><\/thead><tbody><tr><td>Item Code<\/td><td>Warehouse Code<\/td><\/tr><tr><td>Quantity On Hand<\/td><td>Quantity On Purchase Order<\/td><\/tr><tr><td>Quantity On Sales Order<\/td><td>Average Cost<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The sales representative can then access the required Sage 100 information directly from Sage CRM instead of switching between applications.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This example demonstrates how Table-wise Configuration can turn a relatively simple ERP data visibility requirement into a configuration task rather than a custom SQL development task.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">Key Benefits of Table-wise Configuration<\/h1>\n\n\n\n<h2 class=\"wp-block-heading\">1. No SQL Query Writing for Basic Table-Based Grids<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Administrators can create grids by selecting tables and fields instead of manually writing SQL queries.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Reduced Custom Development<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Straightforward ERP data display requirements can be configured without requiring a custom development cycle.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Faster Implementation<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Because the configuration is performed directly through the CRM interface, simple grid requirements can be implemented with fewer technical steps.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. Easier Maintenance<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When the requirement changes, administrators can modify the configuration instead of modifying and redeploying custom SQL code for every basic change.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5. User-Friendly Column Configuration<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Administrators can define meaningful column titles and arrange fields according to the users&#8217; requirements.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">6. Multiple CRM Contexts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The resulting grids can be configured for different CRM contexts, including Customer, Vendor, Find, My CRM, and Team CRM.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">7. Supports Sage 100 Tables<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The feature is designed to work with Sage 100 tables, allowing organizations to create grids for different types of ERP information.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conclusion<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The new Table-wise Configuration in GUMU v5.6.0.5 simplifies the process of creating dynamic Sage 100 data grids in Sage CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With a configuration-driven approach, administrators can select a Sage 100 table, choose the required columns, customize titles and ordering, select the CRM context, and publish the resulting grid \u2014 without writing SQL for straightforward requirements.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For organizations looking to make ERP information more accessible to CRM users, this provides a practical way to reduce configuration effort while keeping the flexibility of SQL-based Dynamic Grid configuration available when more advanced requirements arise.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction In the previous article, we introduced the enhanced Dynamic Grid Query Manager in GUMU for Sage CRM and Sage 100, including its Query-wise and Table-wise configuration approaches. In this article, we will take a closer look at one of the key enhancements introduced in GUMU v5.6.0.5 \u2014 Table-wise Configuration. Organizations frequently need to display\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/09\/30\/create-dynamic-grids-without-sql-using-table-wise-in-gumu-v5-6-0-5\/\">Read More: Create Dynamic Grids Without SQL Using Table-wise in GUMU v5.6.0.5 &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":[4811,4206,4825,192,4657,332,333,334,335,3987,3985,3986,4653,4525,4550,4551,4642,4646,4654,4680,380,4821],"tags":[4817,1238,1258,4824,1286,1435,2010,2325,4823,4822],"class_list":["post-30566","post","type-post","status-publish","format-standard","hentry","category-dynamic-grid","category-gumu-integration","category-gumu-v5-6-0-5","category-integration-sage-crm","category-sage-100","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm","category-sage-crm-2019-r1","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2020-r2","category-sage-crm-2021-r2","category-sage-crm-2022-r1","category-sage-crm-2022-r1-sage-crm","category-sage-crm-2023-r1","category-sage-crm-2023-r2","category-sage-crm-2024-r1","category-sage-crm-2025","category-sql","category-tablewise","tag-dynamic-grid","tag-gumu","tag-gumu-integration","tag-gumu-v5-6-0-5","tag-gumumas","tag-integration","tag-sage-crm","tag-sql","tag-table-wise","tag-tablewise"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create Dynamic Grids Without SQL Using Table-wise in GUMU v5.6.0.5 - 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\/2026\/09\/30\/create-dynamic-grids-without-sql-using-table-wise-in-gumu-v5-6-0-5\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Dynamic Grids Without SQL Using Table-wise in GUMU v5.6.0.5 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Introduction In the previous article, we introduced the enhanced Dynamic Grid Query Manager in GUMU for Sage CRM and Sage 100, including its Query-wise and Table-wise configuration approaches. 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