{"id":9198,"date":"2014-11-29T09:31:47","date_gmt":"2014-11-29T09:31:47","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9198"},"modified":"2023-10-04T06:56:03","modified_gmt":"2023-10-04T06:56:03","slug":"creating-sage-100-erp-primary-contact-from-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/11\/29\/creating-sage-100-erp-primary-contact-from-sage-crm\/","title":{"rendered":"Creating Sage 100 ERP Primary contact from sage CRM"},"content":{"rendered":"

In our previous blog post, we went through the steps to create additional addresses<\/a> and contacts <\/a>from sage CRM to Sage 100 ERP. Continuing the same series, we will discuss creating or setting up the Primary person at sage 100 ERP using GUMU\u2122 Integration.
New Stuff: Promote Customers from Sage CRM to Sage 100 ERP<\/a><\/strong><\/span>
Creating\/setting-up Primary contact for a Sage 100 ERP customer is very much similar to creating an Additional Contact in Sage CRM. User will have to follow below steps,
1.\u00a0\u00a0 Create new person in Sage CRM company which is linked to Sage 100 ERP (or select existing person).
2.\u00a0\u00a0 Check the sage 100 ERP check box for promoting this contact to Sage 100 ERP.<\/p>\n

\u00a03.\u00a0\u00a0 For setting this contact as primary contact, user will have to check the Set as default person for company<\/strong> check box.\u00a0 This is an important step for setting a particular contact as primary contact in Sage 100 ERP.<\/p>\n

\"image01\"<\/a>\u00a0<\/p>\n

4.\u00a0\u00a0 Click on Save<\/strong> button to set the primary person at Sage 100 ERP.
\"Image02\"
This will set this particular Sage CRM contact as primary in Sage 100 ERP.<\/p>\n

Also Read:<\/strong><\/span>
1.\u00a0\u00a0\u00a0Steps to install GUMU Sage 100 Module<\/a>
2.\u00a0\u00a0\u00a0GUMU for Sage CRM \u2013 Sage 100 Integration DOs and DON\u2019Ts<\/a>
3.\u00a0\u00a0\u00a0One Time Processes for GUMU\u2122 Sage CRM \u2013 Sage 100 integration<\/a>
4.\u00a0\u00a0\u00a0List of Real time processes in GUMU\u2122<\/a>
5.\u00a0\u00a0\u00a0Synchronization setting in GUMU for Sage CRM \u2013 Sage 100<\/a><\/p>\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

In our previous blog post, we went through the steps to create additional addresses and contacts from sage CRM to Sage 100 ERP. Continuing the same series, we will discuss creating or setting up the Primary person at sage 100 ERP using GUMU\u2122 Integration.New Stuff: Promote Customers from Sage CRM to Sage 100 ERPCreating\/setting-up Primary\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":[73,192],"tags":[1274,1286,1435,1803,1872,1963,1966],"class_list":["post-9198","post","type-post","status-publish","format-standard","hentry","category-configuration","category-integration-sage-crm","tag-gumu-tips","tag-gumumas","tag-integration","tag-primary-contact","tag-real-time","tag-sage-100-erp","tag-sage-100-erp-sage-crm-integration"],"yoast_head":"\nCreating Sage 100 ERP Primary contact from sage CRM - 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\/11\/29\/creating-sage-100-erp-primary-contact-from-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating Sage 100 ERP Primary contact from sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog post, we went through the steps to create additional addresses and contacts from sage CRM to Sage 100 ERP. 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