Tag Archives: Company

Associate Company and Persons to Primary entities in Sage CRM for Mobile

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… »

How to migrate companies from ACT! to Sage CRM

In our previous blog, we discussed How to migrate Goldmine Companies into Sage CRM using GUMU™. In continuation with our series GUMU™ CRM Migration services, this blog shall discuss about how to migrate ACT! Companies into Sage CRM using GUMU™ GUMU™ is a wizard type utility that converts ACT! Data into Sage CRM or Sage CRM.com… Read More: How to migrate companies from ACT! to Sage CRM »

How Address, Company Person links are stored

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 »

Setting a Territory field by default to Worldwide

As we all know when we implement sales processes in CRM, territory becomes an essential part of it. Territories help us to separate entities based on user access rights. For example, you may want users in the Europe territory to view all Opportunities within the USA territory, but not to be able to update them.… Read More: Setting a Territory field by default to Worldwide »

Service CRM for Sage CRM

For any business firm, monitoring and optimizing services is an imperative task. Considering the fact that whatever is sold needs to be serviced sometime, today’s business demands need to concentrate not only on the Sales, but also on the after sales services. Sage CRM has provided Lead, Opportunity, Quotes, and Orders to maintain the Sales… Read More: Service CRM for Sage CRM »

Remove Phone E-mail panel from new company entry screen

Very strange for CRM functionality, but for one of our clients we came across the requirement where the Phone and E-mail panels on Company entry screen were required to be removed. They have a process implemented wherein they enter these details afterwards from within Company tab group. This is quite tricky functionality to be achieved,… Read More: Remove Phone E-mail panel from new company entry screen »