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 »
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 tab 2. Or willing to show count… Read More »
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 »
Now in Sage CRM, it is possible to display details of the entity on mouse over. In communication entry screen after selecting a company or any entity, if anyone wants to see the information he can mouse over the company field and can view details without searching for those values. It is also possible for… Read More »
We have added a new tab against Company entity named as “Groups”. This tab shows group list to which the current company belongs. Also we have provided the button as “Add this record to a Group” through which user can add the current company to the group which he/she wants.
Searching for functionality to optimize the Location for Communication? Need to filter location for Communication based on Company selected? Solution: We have a tool which would add the functionality by which the user could get the list of locations against a particular company based on the company selected. This application fills the selection list for… Read More »
Description: Its too time consuming to Go New Company Record first and then Select its type. Want to segregate find/create new companies options depend upon their Types from Main Menu? Solution: We have developed this, so a user will get individual New/ Find options on Left Panel of Main Menu according to different types of… Read More »
Description:Have you seen the option of New Company and New Person on New Opportunity screen? While creating a new Opportunity we can create a New Company as well as New Person for that particular Opportunity. What shall we do if we need same functionality for any custom entity? Solution.We have developed a application so user… Read More »
