Release Notes
This page provides information about the new features, enhancements, and issues addressed in the GUMU™ for Sage CRM - Sage X3 Integration.
GUMU v2.0(released May 2024)
Features and Enhancements
Kendo Grid on Folder-level User settings
The Folder-level User Records grid has been upgraded to the Kendo Grid format. This update provides enhanced functionality, including sorting, filtering, grouping, exporting, and improved analysis of user rights—once the system administrator configures the folder-level permissions.
GUMU Compatibility with CRM version 2024
Necessary compatibility changes have been made to fully support Sage CRM v2024, maintaining stability and performance across the integration.
Quote summary Screen
After adding line items, the Promote Quote button was duplicated.
Order summary screen
After adding line items, the Promote Order button was duplicated.
Folder Level user settings, Import Business Partners and Products, GUMU license
Accessing these pages resulted in an unexpected logout from Sage CRM
GUMU v1.2(released August 2023)
Features and Enhancements
Quick Line Entry
Added the Quick Line Entry (QLE) feature to improve efficiency in creating orders and quotes. This enhancement enables users to add multiple line items from a single interface, reducing manual work and speeding up the process.
It also includes sorting and filtering options for better control and visibility, along with the ability to search and filter products by product family. For more details on this feature, please refer to the following link: Quick Line Entry Screen
Charts & Dashboards
Introduced charts and dashboards at both the global level and the individual company level within Sage CRM. This enhancement provides data visualization and improved access to key business insights.
The ERP global and company-specific dashboards display real-time Sage X3 sales data, allowing users to view year-over-year comparisons and analyze product sales—all from a single, consolidated screen. For more information on this feature, please refer to the following link: Dashboards and charts functionality
Sync ERP Customers and Products Data
We have added two Windows Scheduler batch files to our standard GUMU product. These batch files can be used to synchronize newly created or updated customer and item records by running them as part of a daily scheduled task in Windows Scheduler, typically during nightly processing. For more details on this feature, please refer to the following link: Sync Customer and Product data
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