Linking a Sage CRM Company with Sage 100 customer.
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Last updated
Last updated
User can also Link the CRM Company with an existing Sage 100 Customer using the GUMU™ Link functionality. It is an important feature where you can link the company of Sage CRM which is already present in Sage 100 and to avoid the duplication in Sage 100. For this Navigate to the Sage 100 customer tab. Click on the link customer button, this will open the page as shown below
Select the Sage 100 customer you desire to link your Company and click on link button it will ask for confirmation. Once you click on the continue button, this company will get linked to the selected Sage 100 customer.
