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: Display Image to notify number of Cases/Opportunities/Leads against Person/Company »
Now in SageCRM, if any one wants to make out easily who is the primary person of the company from the company person tab, instead of navigating to company summary screen to view the primary person. To achieve this, we need to add one field in the person entity as we have shown below and… Read More: Identify Primary person of company »
When we create a new Company, the routine written in UpdateRecord() function has gets fired. we can check the company id generated in the IF statement to decide whether it should proceed further or not. We can use the following code to resolve the problem: function UpdateRecord() { var compid = new String(eWare.GetContextInfo(‘Company’,’Comp_CompanyId’)); if(compid==”” ||… Read More: Can the Account Manager at the Person level be updated… »
Need to enter multiple phone numbers for a Person? In a Standard Sage CRM, you can not enter more than 5 mobile numbers. Are you willing to enter more than 5 telephone numbers for your client? Solution: A new Tab will appear on Person Tab Group Named Custom Phone. When user will click on New… Read More: Multiple Phone Number Entry for a Person »
Now in Sage CRM it is possible to display phone number below the SSA field.In any screen displaying of additional number or any other details below the SSA field is possible.E.g. If any one select person from SSA field the additional number is being displayed such as mobile number in the given screen shot.
Willing to add Google Map functionality with SageCRM so it will be easy to identify the exact location of Person? We have developed an application so along with Person Tab one more tab will appear named “GMAP Location”. Clicking on this tab; application will search on GMAP depend upon current City stored for that Particular… Read More: Display the Location of Person on Google Map depends upon… »
Want to search for duplicate entries for Email records? Need a routine to get rid of duplicate entries? Solution:We have a workaround which can easily search for duplicate Emails for the person. Also it will allow the user to delete the Email Addresses which are repeated. We will provide a new Tab named “Searching for… Read More: Search for duplicate Emails for existing ACCPAC CRM persons and… »
Description:As per Sage CRM standard only one Person can be linked with the lead which gets created as a primary contact person for a company (is creating a new company) once the lead gets converted to an opportunity.Now, want to add multiple persons to a lead!! Solution:We can allow the Sage CRM Users to create… Read More: Link multiple People to a Lead in Sage CRM. »
Want to schedule a phone call for particular contact? Need Phone Number? Solution: Now we have the solution which helps to auto populate the Person’s phone number on Communication screen when the Person is selected. With this you get the reference for a contact while on Communication screen without actually navigating to the Person screen.
While creating any Communication, Opportunity and Leads, all People from SageCRM get listed even if the person is Inactive. Now, we can restrict the inactive persons from the Person Lists!!! Solution:While creating Communication, Lead, and Opportunity in CRM, those People would not be available under the list of Person field whose status is set to… Read More: Restrics Inactive Person to be selected for Communication, Opportunity and… »
