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GUMU™ for Sage Intacct - FTP/SFTP Integration
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GUMU™ for Sage Intacct - Checkbook Integration
GUMU™ for Sage CRM – Sage 100 Integration
- Installation Guide GUMU™ for Sage CRM – Sage 100 Integration
  Chapter 1: Pre-Requisites
  Operating System Requirements
  Version Compatibility
  Hardware Requirements
  Software Requirements
  Server System Prerequisites
  Backup of Sage CRM and Sage 100 system
  Configure IIS
  Country Code Setting
  Currency setting in Sage CRM
  Configuring Sage CRM Users
  Setting up Sage 100 User
  Allowing External Access to Sage 100 Company
  Required Modules in Sage 100
  Object interface Keys should be activated in Sage 100
  Installation on Sage CRM Server video
  Chapter 2: GUMU™ Setup Installation
  Chapter 3: Register GUMU™ License
  Chapter 4: Real time changes from Sage 100 to Sage CRM
  Real time changes for customer
  GUMU™ Sage 100 Module Activation:
  Configure GUMU™ Module:
  Real-time changes for Product.
  Steps to create ‘Synch To CRM’ field in Sage 100 for Vendor.
  Real time Price calculation while creating Quotes/Order.
  Chapter 5: KENDO Chart Setup Installation
  Node-Red Installation on CRM Server
  Chapter 6: ODBC Settings for Performance Issue
  CSODBC settings in Sage CRM application.
  CSODBC settings in Sage 100 application.
  Changes in GUMUMAS90 DSN
- User Guide GUMU™ for Sage CRM – Sage 100 Integration
  Chapter 1: Configuring GUMU™ Integration on Sage CRM
  Enabling GUMU™ Integration access to each Sage CRM user
  Sage CRM side Configuration
  Configuration Section
  Security Matrix
  Import Customers from Sage 100 to Sage CRM
  Import Vendors from Sage 100 to Sage CRM
  Import Items from Sage 100 to Sage CRM Products
  Import Logs
  Synchronize Dropdowns
  ERP User Mapping with Sage CRM User
  Map Sage CRM Users
  Import Custom Field
  View YTD, LYTD and Last Invoice Date data
  Sync YTD and LYTD Sales Data Using Windows Scheduler
  Chapter 2: Customer Integration
  Promote Sage CRM Company to Sage 100.
  Linking a Sage CRM Company with Sage 100 customer.
  Unlinking a Sage CRM Company and Sage 100 customer.
  Updating the Sage 100 Customer from Sage CRM
  Promote Sage CRM Person to Sage 100 as Contact.
  Update Sage 100 Contact from Sage CRM.
  Promote Sage CRM Address to Sage 100 Address.
  A message about the Credit limit appears on the Company summary screen
  Order Entry from within Sage CRM into Sage 100.
  Streamline Order Promotion using Sage 100 Sdata
  Bulk Order Promotion
  Edit Order.
  Kit Item Functionality.
  QLE Enhancement
  BOM Functionality
  Create AR Invoice from Sage CRM into Sage 100.
  Create Customer from Sage 100 into Sage CRM.
  Chapter 3: How Sage 100 Customer Data is displayed in Sage CRM
  Sage 100 Customers as Sage CRM Company
  Sage 100 Contacts as Sage CRM Person
  Sage 100 Address as Sage CRM Address
  Chapter 4: GUMU™ tabs for Customer in Sage CRM
  Customer Information.
  A/R Invoices
  Sales Order
  Sales Summary tab
  Item Sales History tab
  YTD Sales Detail Tab
  Credit History Tab
  Sage 100 Charts
  Custom Grids
  Chapter 5: Dashboards and Additional GUMU™ Screens in Sage CRM
  GUMU™ Dashboard tab in My CRM
  Find Inventory Screen
  Inactive Customer Tab
  Dashboards and Charts functionality
  ERP Global Dashboard
  Customer Dashboard
  Chapter 6: Sync YTD and LYTD Sales Data Using Windows Scheduler
  Chapter 7: Vendor Integration
  Vendor Rights Security Matrix
  Promote Vendor from Sage CRM to Sage 100
  Updating the Sage 100 Vendor from Sage CRM
  Promote Sage CRM Person to Sage 100 as Contact
  Update Sage 100 Contact from Sage CRM
  Promote Sage CRM Address to Sage 100 Address
  Create Vendor from Sage 100 to Sage CRM
  Chapter 8: How Sage 100 Vendor Data is displayed in Sage CRM
  Sage 100 Vendors as Sage CRM Company
  Sage 100 Vendor Contacts as Sage CRM Person
  Sage 100 Vendor Address as Sage CRM Address
  Chapter 9: GUMU™ tabs for Vendor in Sage CRM
  Vendor Summary Tab
  Vendor Receipt History Tab
  Purchase Order Inquiry
  AP Invoice History Inquiry
  Chapter 10: Accessing GUMU™ Integration from Mobile Device
  Read only GUMU™ tabs using Sage CRM app
  Complete Integration – without Sage CRM App
GUMU™ for Sage CRM – Sage Intacct Integration
- Installation Guide GUMU™ for Sage CRM – Sage Intacct Integration
  Chapter 1: Pre-requisites
  Operating System Requirements
  Version Compatibility
  Pre-requisites
  Country Code Setting
  Currency Setting
  Chapter 2: GUMU™ Setup Installation
  Installing GUMU™ Integration setup on Sage CRM server
  Chapter 3: Steps to be followed after GUMU™ Setup Installation
  Syncing UOM from Sage Intacct
  Ship Via Setting
  Chapter 4: Webservice User (Sender ID) Authorization Setting
- User Guide GUMU™ for Sage CRM – Sage Intacct Integration
  Chapter 1: Sage Intacct GUMU™ Administration
  Enabling GUMU™ Integration access to each Sage CRM user
  GUMU™ Configuration with Sage Intacct Company
  Synchronize Dropdowns
  User Permission Settings
  Import Customers from Sage Intacct to Sage CRM
  Import Vendors from Sage Intacct to Sage CRM
  Import Product information from Sage Intacct to CRM
  GUMU™ License Details
  Chapter 2: Working with Customers
  Promoting new customers from Sage CRM to Sage Intacct
  Viewing additional Customer info for a Customer
  Viewing all the List of Order info for a Customer
  Viewing all the List of AR Invoices for a Customer
  Chapter 3: Working with Orders
  Promoting Order from Sage CRM to Sage Intacct
  Quick Line Entry Screen on Quote and Orders
  Chapter 4: Auto Synch Customers
GUMU™ for Dynamics 365 CRM - Sage Intacct Integration
GUMU™ for Sage Intacct - Rent Manager Integration
GUMU™ for Dynamics 365 CRM - Sage X3 ERP Integration
GUMU™ for Dynamics 365 - Sage 100 ERP Integration
GUMU™ for Dynamics 365 -Sage 300 ERP Integration
GUMU™ for Sage Intacct - Treez Integration
GUMU™ for Sage Intacct - Magento Integration
GUMU™ for Sage 100 - Shopify Integration
GUMU™ for Sage CRM - QuickBooks Integration
GUMU™ for Sage X3 - Magento Integration
GUMU™ for Sage X3 - FTP/SFTP Integration
GUMU™ for Sage Intacct - Shopify Integration
GUMU™ for Sage 300 ERP - Magento Integration
GUMU™ for Sage Intacct - Avalara Integration
GUMU™ for Sage Intacct - Blackline Integration
GUMU™ for Acumatica - Magento Integration
GUMU™ for Dynamics 365 - Acumatica Integration
GUMU™ for Acumatica - Shopify Integration
GUMU™ for Sage X3- Shopify Integration
GUMU™ for Sage Intacct - MediusGo Integration
GUMU™ for Sage 300 -Shopify Integration
GUMU™ for Sage 100 – Configure One Integration
GUMU™ for Sage 300c - Magento Integration
GUMU™ for Sage CRM – Sage X3 Integration
- Installation Guide GUMU™ for Sage CRM – Sage X3 Integration
  Chapter 1: Pre-requisites
  1. Operating System Requirements
  2. Version Compatibility
  3. Pre-conditions
  4. Country Code Setting
  5. Currency Setting
  Chapter 2: GUMU™ Setup Installation
  Installing GUMU™ Integration setup on Sage CRM server
  Chapter 3: Sage X3 Patches Installation
  Chapter 4: Validation of Sage X3 Webservices objects and Data Dictionary
  Chapter 5: Charts and Dashboard Setup.
- User Guide GUMU™ for SAGE CRM – SAGE X3 Integration
  Chapter 1: Sage CRM side GUMU™ Administration
  Enabling GUMU™ Integration access to each Sage CRM user
  GUMU™ Configuration with Sage X3 Pool and Folder
  Creating Link Server for integrating multiple Sage X3 folders/servers
  Synchronize Dropdown
  Folder Level User Setting
  Import Business Partners (Customers) from Sage X3 to CRM
  Reviewing Product Configuration Settings
  Import Product information from Sage X3 to CRM
  GUMU™ Customizer
  Link Business Partners
  GUMU™ License Details
  Chapter 2: Working with Customers
  Promoting new customers from Sage CRM to Sage X3
  Linking existing Sage CRM Customers with Sage X3 Customer
  Creating a new additional address in Sage X3
  Creating new additional contact in Sage X3
  Viewing additional Customer info for a Customer
  Viewing all the List of Order info for a Customer
  Viewing the List of AR Invoices for a Customer
  Dashboards and Charts functionality
  Chapter 3: Working with Orders / Quotes
  Promoting Order from Sage CRM to Sage X3
  To promote a quote from Sage CRM to Sage X3
  Quick Line Entry Screen on Quote and Orders
  Chapter 4: Sync Product and Customer Data Using Windows Scheduler
  Sync Customer Data Using Windows Scheduler
  Sync Product Data Using Windows Scheduler
GUMU™ for Sage 300c - Shopify Integration

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Viewing additional Customer info for a Customer

PreviousPromoting new customers from Sage CRM to Sage Intacct NextViewing all the List of Order info for a Customer

Last updated 1 year ago

To view additional customer information of particular customer:

Click on Sage Intacct Customer tab.
All this information gets displayed on real time basis directly from the Sage Intacct. It is not stored in Sage CRM Database.
There are 4 panels. Customer details, Ship To details, Bill To details and AR Aging details.