Tag Archives: merge

Insert Specific fields into E-mail Template

During the creation of E-mail templates in Sage CRM, some fields may not be available in the ‘Choose Field to insert into the E-mail list‘ drop down list. In this blog, we will explain how to insert those fields into an E-mail Template. New Stuff: Editing the look and feel of Summary Reports and PDF Reports… Read More »

Print Avery Labels from CRM

Use of labels has been greatly identified in terms of mailing due to ease of printing and accuracy of the data. Several business methodologies maintaining relation with clients through mails use the Avery standard labels to be used to quickly consolidate client details and attach the same on any material. Multiple labels can be printed… Read More »

Merge Opportunity

Do you have duplicate Opportunities in SageCRM and now do you want to resolve this data quandary? You might have used Merge Company or Merge Person functionality which is available with standard SageCRM. We can provide the same functionality with Opportunity where we can merge one opportunity with another. This target opportunity will be from… Read More »

SageCRM Merge Tool

Greytrix had released GUMU for SageCRM – ACT! and GUMU for SageCRM – Goldmine and got a excellent response from the reseller community in terms of functionality and ease of use. They especially liked the option where the user could migrate multiple source (ACT! or Goldmine) into a single instance of SageCRM by using the… Read More »

Custom Entity Mail Merge?

As per the standard SageCRM functionality we could use the Mail Merge functionality with Standard Primary entities only. Do you want to activate this functionality for Custom Entity? We have developed a component so we could be able to use Mail Merge functionality with Custom Entity. We can Add the fields from Custom Entity in… Read More »