Sage CRM provides us Merge Company features for Company entity. When Merge Company is merged, Source Company gets deleted and all of its Cases, Communication, and Opportunities are moved into the destination company.
New Stuff: Mail Merge and CRM Performance
Since the merged company gets deleted, one cannot identify Companies which are merged in Sage CRM. During Company merging, addresses of Source Company also get transferred to Destination Company. Hence we can identify them by querying Company and Address on the Sage CRM database. Here is the query.
Merged Companies in Sage CRM
SELECT DISTINCT(s.Comp_Name) [Source],s.Comp_CompanyId [Source ID],
AdLi_AddressId,AdLi_CompanyID,
d.Comp_Name [Destination],d.Comp_CompanyId [Destination ID]
FROM Company s
LEFT JOIN Address_link on AdLi_AddressId = s.Comp_PrimaryAddressId
LEFT JOIN Company d on d.Comp_CompanyId = AdLi_CompanyID
WHERE s.Comp_companyId <> AdLi_CompanyID
Data returned by above query is nothing but the Source and Destination companies in Sage CRM.
About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.