{"id":7908,"date":"2014-05-27T09:16:40","date_gmt":"2014-05-27T09:16:40","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7908"},"modified":"2022-11-04T10:46:18","modified_gmt":"2022-11-04T10:46:18","slug":"gumu-sage-100-tips-creating-additional-contacts-from-sage-crm-to-sage-100","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/27\/gumu-sage-100-tips-creating-additional-contacts-from-sage-crm-to-sage-100\/","title":{"rendered":"GUMU Sage 100 Tips &#8211; Creating additional contacts from Sage CRM to Sage 100"},"content":{"rendered":"<p>This is in continuation to our series of GUMU&#x2122; Tips. In our last post, we had gone through GUMU&#x2122; Sage 100 tips \u2013 for <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/gumu-sage-100-tips-unable-to-import-productscustomers\/\" target=\"_blank\" rel=\"noopener\">import of Products \/ Customers<\/a> in which we discussed some troubleshooting points while importing customers \/ products.<br \/>\nIn GUMU&#x2122; for Sage CRM \u2013 Sage 100, we can sync all the customers from Sage 100 to Sage CRM using <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/gumu-sage-100-tips-unable-to-import-productscustomers\/\" target=\"_blank\" rel=\"noopener\">Import customer<\/a> feature. This will also bring in all the contacts into Sage CRM for a customer along with address and customer information.\u00a0 But what if I want to create contacts from Sage CRM to Sage 100? \u00a0In this blog, let\u2019s discuss how a user can create additional contacts from Sage CRM to Sage 100.<br \/>\nFor creating new contacts from Sage CRM to Sage 100, users can follow the below mentioned process:<br \/>\n1.\u00a0\u00a0 Create new person in Sage CRM company (which is linked with Sage 100).<br \/>\n2.\u00a0\u00a0 If you would like to promote that person in Sage 100 you have to select <b>Sage 100<\/b> type checkbox on person entry screen as given in below screenshot.<br \/>\n<b>Note-<\/b> If you do not check the Sage 100 checkbox, it will not create that person as a contact into Sage 100.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/promotecontact.jpg\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/promotecontact-1024x267.jpg\" alt=\"promotecontact\" width=\"595\" height=\"155\" \/><\/a><\/p>\n<p>3.\u00a0 If you would like to save that person as a default person in that Sage 100 company then while saving this person in Sage CRM, please check \u201cSet as default person for company\u201d\u00a0option as well as Sage 100 type. GUMU will set or create that contact as primary for that customer in Sage 100.<br \/>\n4. Once user saves this person into Sage CRM by selecting <b>Sage 100<\/b> checkbox, it will be created into Sage 100 on a real-time basis as primary\/additional contact for the corresponding customer.<br \/>\nHere please note that, if users do not check the Sage 100 checkbox, it will not create that person as a contact into Sage 100.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This is in continuation to our series of GUMU&#x2122; Tips. In our last post, we had gone through GUMU&#x2122; Sage 100 tips \u2013 for import of Products \/ Customers in which we discussed some troubleshooting points while importing customers \/ products. In GUMU&#x2122; for Sage CRM \u2013 Sage 100, we can sync all the customers\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/27\/gumu-sage-100-tips-creating-additional-contacts-from-sage-crm-to-sage-100\/\">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":[192,1],"tags":[786,1274,1286,1959,1963],"class_list":["post-7908","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-uncategorized","tag-creating-contact","tag-gumu-tips","tag-gumumas","tag-sage-100","tag-sage-100-erp"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>GUMU Sage 100 Tips - Creating additional contacts from Sage CRM to Sage 100 - 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\/2014\/05\/27\/gumu-sage-100-tips-creating-additional-contacts-from-sage-crm-to-sage-100\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GUMU Sage 100 Tips - Creating additional contacts from Sage CRM to Sage 100 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"This is in continuation to our series of GUMU&#x2122; Tips. In our last post, we had gone through GUMU&#x2122; Sage 100 tips \u2013 for import of Products \/ Customers in which we discussed some troubleshooting points while importing customers \/ products. 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