{"id":9054,"date":"2014-10-30T15:45:39","date_gmt":"2014-10-30T15:45:39","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9054"},"modified":"2014-10-30T15:45:39","modified_gmt":"2014-10-30T15:45:39","slug":"link-customer-functionality-in-gumu-for-sage-crm-sage-erp-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/30\/link-customer-functionality-in-gumu-for-sage-crm-sage-erp-x3\/","title":{"rendered":"Link Customer functionality in GUMU for Sage CRM \u2013 Sage ERP X3"},"content":{"rendered":"

Our GUMU for Sage CRM \u2013 Sage ERP X3<\/a> integrates Sage ERP X3 system with Sage CRM on a real time, bi-directional basis. In our last post, we have gone through how to configure our GUMU from Sage ERP X3 side.<\/a>
\nIn this blog post, we will go through \u2018Link customer\u2019 functionality present in GUMU. Using GUMU, user can create and promote new customers from Sage CRM to Sage ERP X3<\/a> or vice versa. After successful promotion, a new customer will be created in Sage ERP X3. But there can be cases where a customer already exists in Sage ERP X3 as well as in Sage CRM as a Company but is not linked.
\nNew Stuff<\/span>:<\/em> <\/strong>Default quote expiration\/Delivery date setting in Sage CRM<\/a>
\n<\/strong><\/em>
\nIn such cases, user would prefer to link both the records instead of creating duplicate record. To handle this situation, we have provided \u201cLink Customer<\/strong>\u201d feature in our GUMU integration. Below are the steps to Link a customer:
\n1.\u00a0\u00a0\u00a0 Navigate to Sage CRM Company which you want to link with ERP X3 customer.
\n2.\u00a0\u00a0\u00a0Go to \u201cSummary<\/strong>\u201d tab to view \u201cLink Customer<\/strong>\u201d button.
\n\"Image06\"<\/a>
\n3.\u00a0\u00a0\u00a0 Click on \u201cLink Customer<\/strong>\u201d button to view Link Page with the Sage ERP X3 customer list.
\n4.\u00a0\u00a0\u00a0 Select the Sage ERP X3 customer which you want to link with your Sage CRM Company and click on LINK<\/strong> button.
\n\"link\"<\/a>
\nThis will link the customer.
\nNote<\/strong>: The customer list displayed in this screen contains only those customer numbers which are present in ERP X3 but not in Sage CRM.
\n<\/em>
\n5.\u00a0\u00a0\u00a0 Once successfully linked, Sage CRM Company would be linked with Sage ERP X3 customer and all the contacts and addresses for them will be synched from Sage ERP X3 to Sage CRM for that particular customer. Also customer number can be seen in the Sage CRM Summary screen.
\nAlso Read<\/span>:<\/strong>
\n1.\u00a0GUMU for Sage CRM- Sage ERP X3 \u2013 Sage ERP X3 Side Configuration<\/a>
\n2.\u00a0Default quote expiration\/Delivery date setting in Sage CRM<\/a>
\n3.\u00a0Synchronization Setting in GUMU for Sage CRM \u2013 Sage ERP X3<\/a>
\n4.\u00a0GUMU for Sage CRM \u2013 ERP X3 \u2013 GUMU Sage CRM side Configuration<\/a>
\n5.\u00a0GUMU for Sage CRM \u2013 ERP X3 \u2013 Import Product<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Our GUMU for Sage CRM \u2013 Sage ERP X3 integrates Sage ERP X3 system with Sage CRM on a real time, bi-directional basis. In our last post, we have gone through how to configure our GUMU from Sage ERP X3 side. In this blog post, we will go through \u2018Link customer\u2019 functionality present in GUMU.\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1238,1285,1306,1517,2189,2618],"class_list":["post-9054","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-gumu","tag-gumuerpx3","tag-gumux3","tag-link","tag-sageerpx3","tag-x3"],"yoast_head":"\nLink Customer functionality in GUMU for Sage CRM \u2013 Sage ERP X3 - 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\/10\/30\/link-customer-functionality-in-gumu-for-sage-crm-sage-erp-x3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Link Customer functionality in GUMU for Sage CRM \u2013 Sage ERP X3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Our GUMU for Sage CRM \u2013 Sage ERP X3 integrates Sage ERP X3 system with Sage CRM on a real time, bi-directional basis. 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