Sage CRM Resource Planner Is Compatible With Sage CRM 2020

By | November 30, 2020

In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities also fixed in these versions. CRM Resource Planner will help you to store and manage resources and their tasks. That’s the reason many clients and organizations use Sage CRM Resource Planner to manage their contracts with different Clauses.

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Many organizations are upgrading their Sage CRM to the latest version. So Greytrix has also made Sage CRM Resource Planner compatible with the latest Sage CRM 2020. Also added the all date format support. Below are some key features of Greytrix Resource Planner,

Resource On Left/Top:
Using these features resources can set their view according to user preferences. Also if there are multiple resources then on the screen there is a scrollbar to move up and down to view schedules.

RP Colours:
Users can set different colours for communications by their status. Also, the user can set colours as per the user’s name. Once user set colours in Enbu configuration for RP cells the created tasks on the resource planner are created with a set coloured background. It helps users to identify easily by colours.

Drag and Drop Functionality:
Using this feature user can easily update the resource of the task. If the task is created for System Administrator and this task is change and assign to William Dolan then just drag a task from system administrator cell to William Dolan cell. This how a user can move or assign a task easily to the one user to other users.

Resource Planner Calendar and My CRM:
Resource Planner helps to schedule their activity. As resource planner is fully integrated with Sage CRM, resources can easily go through their tasks from My CRM-> Calendar also. I.e. if a new appointment is created using resource planner then the user can see that communication also from My CRM -> Calendar. Correspondingly, any new communication created in ‘My CRM’ is automatically reflected in the Resource Planner view.

Email Notification:
Resource planner allows to send an email notification to enabled users. For this feature, there is a dedicated button is on Resource planner as ‘Email to Resources’.

This how an resource planner helps to manage all the resources and tasks with the help of predefined modules in it.

Hope this helps!

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 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 migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – 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.