Category Archives: Company

Issue with Lead’s “Add or Find this Company” feature in Sage CRM 2018 R3

Leads, one of the basic component of Sage CRM‘s Sales Module; represents the unqualified/raw information but important details when thought as a new prospect or a new deal for the organization. Sage CRM have Lead module designed in such a way that it exists outside the context of a person or company entity. This is… Read More »

Group’s Source View is not visible while creating a new Group

One of the best feature provided by Sage CRM is Groups, which is used for grouping a set of records of a particular entity. This functionality is available for all the standard entities of SAGE CRM i.e. Company, Person, Cases, Opportunity etc. This grouping can also be done based on a specific condition for example,… Read More »

Migrate two or more company databases from any CRM to a single Sage CRM database company

Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More »

Migrate Company of a Contact that do not exist in company entity from Act! CRM into Sage CRM

Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More »

Migrate Contact from other CRM as Company record into Sage CRM

Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More »

How to know Company/Person has been used for MailChimp/Swiftpage E-Marketing

Sage CRM not only stores all information of Customers, Contacts and prospects, but also it is an important tool that can be used for E-Marketing. Email Marketing is one of the most powerful marketing tool which businesses have at their end. It allows users to send mass emails directly from the CRM database to contacts,… Read More »

Suppress inactive records from SSA fields in Sage CRM

In Sage CRM while creating a record against a Company you must have noticed both Active and Inactive Company records are displayed in the SSA drop-down list. As displayed in below screenshot.In our blog we will provide a quick tip how you can exclude Inactive records from an SSA drop-down list by adding a short… Read More »

New feature of … (ellipsis) in Sage CRM 2018

Sage CRM had always been flexible enough when it comes to User interface. Every User has their own control in setting the preferences of their CRM account. One such feature is allowed by the  … (ellipsis) that allows the users to display or completely hide selective horizontal tabs or the corresponding main menu items in… Read More »

"Favourite" feature in CRM2017 R2

In Sage CRM 2017 lots exciting features has been added. In this blog, we are going to explain “Favorites” feature which will help you to add important statistics or facts into one bucket as you can store into Favorites bar of IE/Google Chrome browsers. New Stuff: Customizing the Date field using JQuery in Sage CRM This… Read More »

Control Access Rights of Entity tabs in Sage CRM

Sage CRM has a complex and sophisticated Security mechanism implemented as automatic alteration of the SQL used to fetch either the application data to the screen or the metadata that controls the availability of features. One such feature is related to the various Entity Tabs which displays the List or Screens for Users. Since not… Read More »