Category Archives: Sage CRM 2017

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 »

“Too Many Records” message in SSA field in Sage CRM

SSA field in Sage CRM is an important and one of the extensively used feature to link one entity with another entity. While linking one of the records we have observed that SSA field was showing “Too Many Records” message at the bottom of SSA field. Refer below screenshot. New Stuff : Unable to save… Read More »

Control Color of Buttons in Sage CRM

Recently we came across a forum in which Sage CRM user asked whether Color of a Button in Sage CRM can be modified. Well, answer is Yes and Color is controlled using CSS files. Let’s understand the same with an example. New Stuff: Recent List Customization in Sage CRM By default color of buttons in Sage… Read More »

Recent List Customization in Sage CRM

In Sage CRM, Recent list is used to quickly review previously visited records. In earlier blogs, we have explained Manage the size of the Recent List and Delete Recent List item in CRM. In this blog, we will explain how to alter other field into Recent List for custom entity. New Stuff: Troubleshooting issues with… Read More »

Favourites feature not working for Custom entity

Sage CRM’s Favourites feature allow users to mark all primary entities record as user’s favourite record and access them easily from user Favourites list. Users can also mark record from custom entities as Favourites. But have you ever have faced any error while accessing a Custom entity record from Favourites list? New Stuff:  How to… Read More »

Communications Options panel is suppressed on New Email screen in Sage CRM

Recently while browsing through Sage CRM Community user forums, we came across one post in which Sage CRM user was mentioning that Communications Options screen is not visible to him when he clicks on New Email button in Sage CRM. When we have checked same thing at other Sage CRM with same version; we found… Read More »

Enable old Calendar tab in Sage CRM 2018 R3

In Sage CRM 2017 onwards, Calendar tab has been optimized and new features has been added in Sage CRM. We have consolidated features of newly optimized Calendar tab in our earlier post. In this blog, we will explain how to enable old Calendar tab in Sage CRM 2017 onwards. New Stuff: Troubleshooting issues with Data… Read More »

Troubleshooting issues with Data Upload in Sage CRM

In our earlier posts, we have discussed how Data Upload Routine works and its troubleshooting if any issues encountered during Data Upload routine. During Data Upload routine, recently we came across another issue. In this blog, we will discuss what the issue was and how it has been resolved. New Stuff: Unable to Upload File… Read More »

“Merge Max Limit Exceeded” issue in MailChimp Integration

Email Marketing is one of the most effective marketing tool used to send bulk emails to Customers and prospects in business. Email Marketing is built-in feature available in Sage CRM. It easily allows to create Campaign list, email communications and send emails to Customers. With the release of Sage CRM 7.3, Mail Chimp integration has… Read More »