As we all know Sage CRM comes with various features which help every users in many ways. Likewise, report section is useful for them who need to track their performance or other information.
New Stuff: Migrate Users from Salesforce to Sage CRM
We have seen multiple instances where users have a habit of to create records by inputting common keywords in leads, opportunities or cases. This at the end generate heap of duplicate/common records which does not help in identifying the correct record. So, if we want to remove multiple records from report output then we can apply distinct values condition.
To do the same, we have to follow below steps:
- Login into Sage CRM.
- Go to Reports section and select Report from category.
- Click on Edit or Pencil button.
- In edit report screen, tick the “Select Distinct Values” checkbox as shown in below image.
- Click on Continue button and Save report to see distinct records.
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.