{"id":12366,"date":"2016-03-21T12:34:59","date_gmt":"2016-03-21T12:34:59","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12366"},"modified":"2019-03-29T12:48:12","modified_gmt":"2019-03-29T12:48:12","slug":"company-notes-tab-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/21\/company-notes-tab-in-sage-crm\/","title":{"rendered":"Company Notes Tab in Sage CRM"},"content":{"rendered":"

Notes tab in Sage CRM<\/a> 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.<\/p>\n

Notes tab shows records inserted by all the users against company. If you want to see notes added by particular user, then you can use the filter screen to select the user and filter the records.<\/p>\n

New Stuff:\u00a0<\/em><\/strong>Changing TAB Group theme in CRM<\/a><\/span><\/span><\/p>\n

Company Notes tab show notes added at company level as well at person level. If you want that Company Notes tab should show notes added at company level only, then this can be achieved by a changing a setting in System Behavior. Follow below steps to do so.<\/p>\n

1.<\/strong> Login to Sage CRM<\/a>.
\n2.<\/strong> Go to Administration || System || System Behavior<\/strong>.
\n3.<\/strong> Set \u201cCompany Notes tab shows\u201d<\/strong> field to \u201cCompany Notes Only\u201d<\/strong> and save.<\/p>\n

\"Company\"<\/a><\/p>\n

About Us<\/strong><\/span>
\nGreytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[71,260,284,285,332,390,391,1],"tags":[729,1678,1679,2385],"class_list":["post-12366","post","type-post","status-publish","format-standard","hentry","category-company","category-notes","category-permissions","category-person","category-sage-crm","category-system","category-tab","category-uncategorized","tag-company-notes","tag-notes","tag-notes-tab","tag-system-behaviour"],"yoast_head":"\nCompany Notes Tab in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/21\/company-notes-tab-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Company Notes Tab in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Notes tab in Sage CRM allows you to add notes to Leads, Companies, Persons and Opportunities. 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