Tag Archives: Company

Change the standard dedupe behavior

Dedupe process is the matching logic which is one of the very essential components of CRM system nowadays. This is required in order to avoid duplicate data entries in the system. Standard Sage CRM install has also incorporated this feature for entities like Company and Person which hold prime importance in CRM. How to configure… Read More »

Display Image to notify number of Cases/Opportunities/Leads against Person/Company

If you find this useful, Please drop us a mail on crm@greytrix.com. Have you ever been imagine displaying a notification related to number of Cases created against a person? Solution: If you are looking:1. To identify how many cases registered against a person on the Person’s summary tab2. Or willing to show count of cases… Read More »

Live world clock in Company Top Content

Would you like to have a track on Current timings in city of the companies you are dealing with? here is the solution for your requirement. This component adds an extra field to the Company top content screen called Current Time.This field will show the current time in city found in address box of corresponding… Read More »