Category Archives: Merged Companies

Deselect Create Communication during Mail Merge in Sage CRM

Sage CRM’s Mail Merge functionality is well known for merging all the details of CRM records into the Word or PDF documents. Mail Merge being a server – side process, doesn’t make it obligatory for the client machine to get Microsoft Word installed to perform mail merge. The merge process is cross-browser compatible which simply… Read More: Deselect Create Communication during Mail Merge in Sage CRM »

How to identify Merged Companies in Sage CRM

Sage CRM provides us Merge Company features for Company entity. When Merge Company is merged, Source Company gets deleted and all of its Cases, Communication, and Opportunities are moved into the destination company. New Stuff: Mail Merge and CRM Performance Since the merged company gets deleted, one cannot identify Companies which are merged in Sage CRM.… Read More: How to identify Merged Companies in Sage CRM »