Sage CRM - Tips, Tricks and Components
Currently viewing the tag: "Company"
As we all know when we implement sales processes in CRM, territory becomes an essential part of it. Territories help us to separate entities based on user access rights. For example, you may want users in the Europe territory to view all Opportunities within the USA territory, but not to be able to update them.
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Some days ago I came across this question on one of the CRM forums. The requirement was like when I select company and go to People tab, if no primary person has been set for that company then display the message “Primary person has not been set”.
I remember I [...]
For any business firm, monitoring and optimizing services is an imperative task. Considering the fact that whatever is sold needs to be serviced sometime, today’s business demands need to concentrate not only on the Sales, but also on the after sales services.
SageCRM has provided Lead, Opportunity, Quotes, and Orders to maintain the Sales process [...]
Very strange for CRM functionality, but for one of our clients we came across the requirement where the Phone and E-mail panels on Company entry screen were required to be removed. They have a process implemented wherein they enter these details afterwards from within Company tab group.
This [...]
As the world is growing fast and the life is running rapidly, we the human beings need to be always on the wheels to run even faster. Same phenomenon also applies in several businesses nowadays where we want every single thing to be automated in order to avoid the human interference and hence the chance [...]
Dedupe process is the matching logic which is one of the very essential components of CRM system nowadays. This is required in order to avoid duplicate data entries in the system. Standard Sage CRM install has also incorporated this feature for entities like Company and Person which hold prime importance in CRM.
How to configure [...]
If you find this useful, Please drop us a mail on crm@greytrix.com.
Have you ever been imagine displaying a notification related to number of Cases created against a person?
Solution:
If you are looking:
1. To identify how many cases registered against a person on the Person’s summary tab
2. Or willing to [...]
Would you like to have a track on Current timings in city of the companies you are dealing with? here is the solution for your requirement.
This component adds an extra field to the Company top content screen called Current Time.
This field will show the current time in city found in address [...]
Now in Sage CRM it is possible to display details of the entity on mouse over.
In communication entry screen after selecting company or any entity, if anyone wants to see information he can mouse over the company field and can view details without searching for that values.
It is also [...]
We have added a new tab against Company entity named as “Groups”. This tab shows group list to which the current company belongs. Also we have provided the button as “Add this record to a Group” through which user can add the current company to the group which he/she wants.
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