Tag Archives: opportunity

Displaying Relationship in Opportunity

Are you searching for a relationship at opportunity level here is the solution for you. Under a company there are number of Persons and a CRM user cannot see the other person’s opportunity. Ideally each user has to see a person’s opportunities and corresponding opportunities of the persons who is under him. To achieve this… 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 »

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 »