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Sage CRM v2022R2

Sage CRM globally released their v2022R2 in late August and this became available in North America in October. You can review the release notes on our Sage CRM upgrades page. And clicking the link below will launch a video from Jeff Richards overviewing this notable release. Notable because Sage has finally done away with their default Outlook Plugin. We (My CRM Manager) abandoned that Plugin ...

Sage CRM

MobileX New UI

CRM Together released a new UI for MobileX on October 11th, 2022. This release is recognized as 5.2.0.0. This new interface has all the same features and functions – just a cleaner interface with similar icons and style sheets as MobileX’s sister product Accelerator. We use MobileX internally and can provide personalized demonstrations on request. Additional information can be found on our Mobile Access page. ...

Sage CRM

Managing Receivables in Sage CRM

One of our accounts that uses the GUMU™ Sage 100 CRM integration has made it easier to view and manage Past Due Receivables. From the Past Due tab, users can see all of their customer’s 30/60/90, credit limits, etc. The system color codes the accounts based on how dire they might be. But then you can click right into the customer to see (image 2 ...

Sage CRM

Sage CRM 2022 Virtual Conference

Whether you’re starting out, or want to do more with Sage CRM, tune in to Sage CRM’s YouTube channel on September 27th. Across the day, there will be 25 sessions for both customers & resellers. Presenters from the global Sage CRM community (including Dan Cousins from My CRM Manager) will help you understand more of what’s possible using the Sage CRM product. With a wide ...

Sage CRM

Editable Grids update August 2022

Editable Grids allows you to mass update rows of data within Sage CRM instead of going into individual records. In August of 2022, Editable Grids introduced a feature that makes it easier to export data, refresh it in Excel, and then bring it back into Sage CRM. This feature has very practical applications, including allowing users to edit line items on Quotes and/or Orders. https://www.youtube.com/watch?v=Z8dTr__Wz98

Sage CRM

GUMU™ Sage 100 CRM Update August 2022

The latest version of the GUMU™ has significant enhancements added that are a direct result in your feedback. These new features/changes include: Deeper integration to Vendor data from Sage 100 A new key statistic on the company summary screen showing ‘Rolling 12-months’ Enhanced security allowing users to see item cost (or not) when using FIND/INVENTORY New ‘In-Active Customers’ tab that shows customers that haven’t placed ...

Sage CRM

Explode kits in Sage CRM

A new feature of the GUMU™ Sage 100 CRM integration is to allow CRM Order Entry users to explode kit items from Sage CRM. Using Sage CRM to process orders (that feed Sage 100) removes the need for sales staff to actually log into Sage 100. You can learn more about this integration on the Sage 100 page of the My CRM Manager website. https://www.youtube.com/watch?v=4w0z1MdmvSI

Sage CRM

MCM 365 Customer Portal

Our customer portal allows you to submit new cases directly into our Sage CRM instance and/or view historical cases. When submitting a Case, you can associate images, videos, documents, and communications to your case. Please watch the instructional video below. If you require access, please email your MCM Project Manager or dan.cousins@mycrmmanager.com and we will set you and/or any of your colleagues up with ...

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