Sage CRM - Tips, Tricks and Components
Currently viewing the tag: "merge"
Use of labels has been greatly identified in terms of mailing due to ease of printing and accuracy of the data. Several business methodologies maintaining relation with clients through mails use the Avery standard labels to be used to quickly consolidate client details and attach the same on any material. Multiple labels can be printed [...]
Do you have duplicate Opportunities in SageCRM and now do you want to resolve this data quandary?
You might have used Merge Company or Merge Person functionality which is available with standard SageCRM.
We can provide the same functionality with Opportunity where we can merge one opportunity with another. This target opportunity will [...]
Most of the developers might be aware of this but for new guys it may helpful.
While creating a new Lead; we have a screen to enter Person details where we can fill Person Name, E-mail and Phone Number etc. You might have observed that when you click on Create or Attach Person button; values [...]
Greytrix had released GUMU for SageCRM – ACT! and GUMU for SageCRM – Goldmine and got a excellent response from the reseller community in terms of functionality and ease of use. They especially liked the option where the user could migrate multiple source (ACT! or Goldmine) into a single instance of SageCRM by using the [...]
Now we can Login the CRM externally (Out of CRM Portal) and perform all the required functionality like mentioned below:
1. Mail Merge
2. Send Mails
Requisites: It requires Licenced CRM Login Name Password
As per the standard SageCRM functionality we could use the Mail Merge functionality with Standard Primary entities only.
Do you want to activate this functionality for Custom Entity?
We have developed a component so we could be able to use Mail Merge functionality with Custom Entity. We can Add the fields from Custom Entity [...]
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