Notes tab in Sage CRM allows you to add notes to Leads, Companies, Persons and Opportunities. It is an easy way to store and share important information that user can view in record. It acts as a free text area about the record for which all user has access to view it. Notes tab shows… Read More: Company Notes Tab in Sage CRM »
If you enter any url directly on notes, such as https://www.greytrix.com/blogs/sagecrm/, it will not be automatically recognized as a link. With little client side scripting, Sage CRM can be customized to add hyperlink on the URL which is entered into the Notes field of Sage CRM. New Stuff: Adding Image Under Status Column on Grid… Read More: Quick Tip: Hyperlinking inside Your Notes in Sage CRM »
GUMU™ for ACT! To Sage CRM is a wizard type utility for converting all data from ACT! into Sage CRM or Sage CRM.com. The conversion process converts all existing information such as Company, Contacts, Communications, Opportunities, Documents, Pending, History, Users, Custom information stored in the user defined locations such as notes, e-mails residing in ACT!… Read More: Migration of Sage ACT notes in Sage CRM using GUMU »
Though Sage ACT! is capable of maintaining and managing Business related data, yet it is best suited to the mid & small business firms. These firms usually maintain their important ACT! Notes in their ACT! System but some desire this information to be stored in SQL database for their business needs. <<If you would like… Read More: Export your ACT Notes with Greytrix Sage ACT Export Notes… »
Need easy access to convert notes to communications which belong to a particular company? A user taking quick notes from company contact person and now willing to convert all/Individual notes to communication. Solution: Now it is available in Sage CRM. We have a tool which will add a new Button named “Convert to Communication” below… Read More: Convert Notes to Communications for Particular Company »
