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 »
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 »
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 »
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 »
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 »
Sage CRM gives us the provision to validate the duplicate company records with the help of Deduplication applied on Company Name or other company details, however there is no such standard method to validate Phone or Email details existing in the system. In this blog, I will share a method through which you can apply… Read More »
In this blog, we will be looking at a solution which will allow system to tag/link Company and Person against those email addresses which are not available in CRM. Let me explain this with an example. Suppose, we have a Person associated with Greytrix Company in CRM which has 2 email addresses added against him.… Read More »
In my previous blog, I have explained how to display Current User Name under custom tab. Here, I am going to explain how to display the count of records (say Opportunities) which are in progress and assigned to me i.e. Current Logon User against respective companies using jQuery mechanism. New Stuff: Event Management in Sage CRM… Read More »