Category Archives: Uncategorized

3 ways to Search Information in Sage CRM

Sage CRM provides an ability to store customer information within Sage CRM. Users can create Reports, Dashboards using stored information. The user can search stored information using Find/Search screens available in Sage CRM. However, there other ways to search information within Sage CRM other than Find/search screens. New stuff: Basic modifications to Sage CRM Layouts… 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 »

Migrate Company of a Contact that do not exist in company entity from Act! CRM into 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,… 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 »

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 »

Modify Print Quote button functionality in Sage CRM

In Sage CRM v7.3 SP3 onwards, Quick Template option has been introduced in Sage CRM. This option is available into Document Templates section. In this blog, we will be explaining how one can modify template which gets printed on clicking on Print Quote button. New Stuff: Set properties of Multiline Text field in Sage CRM In… 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 »

Highlight Date Column in Sage CRM Grid

We all know how we can add color to columns or rows of a list or grid using Sage CRM Api filterWhere condition. But if we notice carefully, a date field contains the value of Today or Tomorrow then it is displayed a “Today” or Tomorrow” in Sage CRM list/grid. So filterWhere condition cannot be… Read More »

Changing the color of hyperlinks in sage CRM

Now a day’s most of the Sage CRM users use Contemporary theme as preferred theme as it looks well organized and user friendly. Main menu drop down list, recently viewed records, top bar icons and buttons are well organized which helps user to access the information easily. New Stuff: Notifications not working in Sage CRM 2017… Read More »