Sage CRM - Tips, Tricks and Components
Currently viewing the tag: "Person"
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 [...]
Maintaining photo identity is the need of banking and wealth management sectors nowadays that need to manage their client’s profiles through CRM. You must have read on Jeff’s blog site how you can display person photo on Summary screen, but there the upload is done from documents tab and that too with different document type. [...]
The standard SageCRM allows a user to link an opportunity with a single Person. But there could be a scenario where an opportunity can be linked to more than one person. It’s pretty simple. Here is how you can do it.
• Create a multi-select field in the opportunity to store the persons related [...]
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 [...]
Though CRM systems are capable of maintaining and managing Business related data thoroughly over the web, most of the business structures still won’t allow the data entries to be done in actual working environment. For such prospects, even if Sage CRM holds the greater importance from business perspective, the web architecture of CRM can’t be [...]
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 [...]
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 [...]
Now in SageCRM, if any one wants to make out easily who is the primary person of the company from the company person tab, instead of navigating to company summary screen to view the primary person.
To achieve this, we need to add one field in the person entity as we have shown below and [...]
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