Category Archives: Person

Modify Consent Response URL in Sage CRM

A business needs to send Marketing emails to client to grow their commercial. Some of them need to store the consent received from client whether they are interested in receiving such marketing emails or not. Need of storing consent is required based on the privacy laws of your region. With the release of Sage CRM… Read More »

Mandate Company’s Phone and Email Address using Table level Script

Sage CRM has proved beneficial for small or medium sized companies to handle the Customer Relationship Management in an efficient way. The base structure designed in the system itself is so easy to understand as well as promising that the system users will be equipped with all the information related to the Customer in a… Read More »

Mapping Sage 300 Salesperson to CRM user

Recently we have one customization request from the client for mapping of Sage 300 salesperson to Sage CRM users. To do this customization we have created one functionality from where users can map and set manually Sage 300 Sales Person to Sage CRM users. This functionality developed to integrate Account Manager of Company in Sage… Read More »

Detect Duplicate Emails in Sage CRM

Sage CRM’s communications module has helped to manage all the business activities from and within CRM. The flexibility of integrating CRM with Outlook, Exchange server, Office 365, Classic Outlook etc. has increased the beauty of handling communication activities along with the customer management within a single system. People working with CRM can easily manage their… Read More »

Sage CRM – WhatsApp Integration for Ticketing Module

Along with the various features provided by Sage CRM, it has also been familiar for the various types of Notifications through which not only CRM Users but also the Customers can be notified about a series of actions recorded in Sage CRM. Email Notifications, on – screen notifications, SMS are some of the examples of… Read More »

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 »

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 »

Migrate Contact from Salesforce as Person in 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, SLX,… 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 »