Category Archives: Sage CRM 2018

Sage CRM 2018R3: Mark MailChimp Campaign’s as “Closed”

MailChimp is one of the effective e-marketing tool available in Sage CRM, through which you can send bulk emails to customers just by creating campaign in CRM. It has many features like you can see the MailChimp campaign result directly from CRM or you can view the same from MailChimp Account. One of the new… Read More »

Increase width of Quick Find Results drop down in Sage CRM

Sage CRM’s Quick find allows users to search for key terms across single-line text, email address, and URL fields on all company, people, case, opportunity, lead, solution, communication, order, quote, and custom entity records at once. Since the Quick find helps with the results from various entities; many a time’s users face the situations where… Read More »

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 »

Restrict Quick Find Search for Phone and Email data

Quick Find functionality in Sage CRM provides instant results based on the key terms entered in Quick Find search box. Quick Find will return results containing your key terms in any text field, email field or URL field. Quick Find functionality depends on Quick Find service which runs as a background process and returns data… 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 »

Favorite list not showing Content for Custom Entity records

Favorites feature in Sage CRM allows to add a record in the list of favorite records, so that it can be accessed easily. We can mark Primary as well as Custom entity records as favorite. Favorites feature will work for Custom entities created using Advanced Customization Wizard with no issues. But, for the Custom entities… Read More »

Component Issue in Sage CRM 2018 R3

In Sage CRM, Component Manager allows Customizations done in one CRM to be saved and transfer it to another Sage CRM system. It enables Sage CRM developers to package and reuse implementation-specific customizations in future implementations. Also, it saves lots of time and efforts. It is available at Administration ->  Customisation -> Component Manager as shown in below screenshot. New Stuff: Favourites… Read More »