With the latest release of Sage CRM 7.3, Sage has introduced many valuable features which has proved very beneficial for every business sector. However, while working on Sage CRM 7.3 version we encountered an issue during lead to opportunity conversion process. New Stuff: Wrapper error in Sage CRM – Part 2 As we all are aware… Read More: Unexpected event on converting Lead to Opportunity in Sage CRM… »
Sage CRM is so easy to customize that some of the customizations can be configured without even scripting. In today’s post, we will explain one such configuration which allows the changing of Display format for Person SSA field. In Standard Sage CRM, Person SSA field is displayed in below format. i.e. First Name + Last… Read More: Control Display Format for Person SSA field in Sage CRM »
In Sage CRM on-premise version, it has an ability to select Company and Persons while creating Cases, Opportunities, and Communications. But when Sage CRM is accessed using mobile devices like Android, Tablets etc. entry screens does not show the Company and Person SSA fields. Refer below screenshot. New Stuff: Rich Text Editor on Multiline Text fields… Read More: Associate Company and Persons to Primary entities in Sage CRM… »
On a regular basis, a User may insert a large number of records (Company / Person) in Sage CRM. Sometimes there is a possibility that those records might get duplicated in Sage CRM. Though Sage CRM has an option to merge company and person data, but that is a manual process and requires human intervention.… Read More: Merging Process of Greytrix Bulk Merge Utility »
As you know, SageCRM supports multiple addresses to be created against the Company, Person records. We can also select address types etc. However whenever you want to create these records from COM/DOTNET API, first question comes to mind is how to store these values. The New Stuff: Change Default dedupe behaviour Let us consider New… Read More: How Address, Company Person links are stored »
Uploading data of multiple contacts against a single customer seems to be a complex stuff but Sage CRM has simplified this task by providing the feature of deduplication to be used along with data upload. In this blog I will explain how we can upload data from excel sheet to CRM in order to store… Read More: Data Upload using Deduplication »
Being social is a must in today’s world; no matter if it’s an individual or organization. Any means which let you connect to larger set of audience is good for the growing business. Over the recent years sites like Facebook, Twitter have served the purpose well. Considering this, new version of SageCRM 7.2 has also… Read More: Sage CRM 7.2 Facebook Component »
Google map’s is one of the advanced tools which helps us keeping track of all the customer sites we may need to visit. Yes Address module itself is the efficient feature available to track this, however seeing it on a map takes the level of visibility to whole new advanced level. We have the component… Read More: Sage CRM Mapping Component »
We have designed data import routines for several standard as well as non standard Sage CRM entities. You can find information on the same by going through below link. https://www.greytrix.com/blogs/sagecrm/2010/04/08/data-import-routines/ We have designed another interesting import module recently. The module is used to import the users from Active directory in Person and related tables of… Read More: Active directory sync for Person entity »
In standard CRM you can see summary screen for all entities like Company, Person, Cases, and Communication. To change basic details for the company or Person entity you can choose two ways 1. Click on the Change button from Summary screen (Refer screenshot below.) 2. Click on the Summary Block hyperlink of Summary screen. (Refer… Read More: Remove hyperlink from summary caption tags »
