Category Archives: Sage CRM 2021 R2

Checking Progress Mass Emails in Sage CRM

Sage CRM provides many in-built features in CRM application. One of the commonly used feature is Mass Emails. With the help of this feature, users can send email to individual contact person or list of contact persons. You can send the mass emails to Person, Company and Lead Entities in Sage CRM. You will be… Read More »

Steps to be followed after change of Windows and SQL Password

The GUMUTM for Sage CRM – Sage 100 is a real time bi-directional integration link, using which an user can promote Sage CRM company, sales order from Sage CRM to Sage100. In addition to this, the information for Sage 100 customer flows between Sage CRM on real depending on the configuration setting option selected. Today… Read More »

To render the Node-Red service operational

In this blog, we are going to discuss “The troubleshooting steps to make the Node-Red service functional”. We have implemented new features in the GUMU™ integration that are operated with the help of node-red services. It’s entirely focused on the functionality of displaying Sage 100 sales data on a real-time basis. This also indicates presenting… Read More »

Enhance the AR Invoice tab as a Kendo Grid in the View ERP Data screen.

GUMU™ for Sage CRM – Sage 100 application is a real-time bi-directional integration link, using which a user can promote Sage CRM Company and sales orders from Sage CRM to Sage100. In addition to this, the information for Sage 100 customers flows between Sage CRM in real-time depending on the configuration setting option selected. Today in… Read More »

Steps to be followed after change of Sage CRM or Sage 100 application’s password.

The GUMUTM for Sage CRM – Sage 100 is a real time bi-directional integration link, using which an user can promote Sage CRM company, sales order from Sage CRM to Sage100. In addition to this, the information for Sage 100 customer flows between Sage CRM on real depending on the configuration setting option selected. Today… Read More »

Auto BCC Quotations to the Sage CRM Users

Sage CRM helps businesses to manage their internal communications with their colleagues as well as external communications with their clients from within Sage CRM itself. Sage CRM Communication module allows users to send information in the letter format along with predefined attachments like Quotation, Orders, etc. New Stuff: GUMU™ for Sage CRM – Sage X3… Read More »

GUMU™ integration is now compatible with Sage 100 v2022

GUMU™ Integration has a User-Friendly Interface with a Real-time bi-directional link that integrates your front and back office, as a result making changes in either of the systems is directly reflected into another system or vice-versa. With the GUMU™ Sage CRM – Sage 100 Real-time, Bi-directional integration, you can access customer information, promote orders and view Sales Summary/History… Read More »

GUMU™ for Sage CRM – Sage X3 Integration is compatible with Sage CRM 2021 R2

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Our GUMU™ integration link is now compatible with the latest version of Sage CRM v2021 R2 version. From ERP Side, it is already compatible till Sage X3 V12 version. New Stuff: Pre–… Read More »

Set Workflow for Quotes and Orders in Sage CRM

In Sage CRM, workflow automates business processes using a predefined set of business rules and actions. In a business, if two or more teams are working on a project and they have to see the progress of project then this can be defined with the various actions in the workflow. For e.g. Sales team have… Read More »

Sage CRM 2021 R2 – Field Caption Changes

New features or changes are introduced with the release of new versions of Sage CRM. In Sage CRM 2021 R2 field captions have been updated. This change was one of the recommendations that were made following a review of the default screens and lists for the core entities. New Stuff:  Change the Look and Feel… Read More »