Sage CRM - Tips, Tricks and Components
Currently viewing the tag: "opportunity"
We all know the standard functionality of Quote Cloning of Sage CRM in which quote gets copied within same opportunity. However there are some limitations here. In standard functionality we cannot copy quotes across companies. Recently, we came across a requirement from one of our client whose requirement was to Copy
Existing [...]
Modern business era requires involvement of lots of calculations with annual financial statements as well as the resources to outcome values over some predefined periods in year. This is where Fiscal year comes into picture and reporting based on fiscal year periods is one of the best ways to understand the business.
In this post [...]
Are you searching for a relationship at opportunity level here is the solution for you. Under a company there are number of Persons and a CRM user cannot see the other person’s opportunity. Ideally each user has to see a person’s opportunities and corresponding opportunities of the persons who is under him. To achieve this [...]
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 [...]
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 [...]
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