{"id":12369,"date":"2016-03-21T12:50:06","date_gmt":"2016-03-21T12:50:06","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12369"},"modified":"2019-03-29T12:47:48","modified_gmt":"2019-03-29T12:47:48","slug":"provision-to-review-mom-details-right-from-the-dashboard","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/21\/provision-to-review-mom-details-right-from-the-dashboard\/","title":{"rendered":"Provision to review MOM details right from the Dashboard"},"content":{"rendered":"

We\u2019ve all heard the saying \u201cTime is Money.\u201d<\/em><\/strong>\u00a0 This\u00a0is especially true for Sales and Marketing people where they have constantly been asked to do more in less time. Sage CRM<\/a> has provided many effective time management features right from the Mass update of data to Bulk Email.<\/p>\n

New Stuff:\u00a0<\/em><\/strong>Company Notes Tab in Sage CRM<\/a><\/span><\/span><\/p>\n

Keeping in mind the importance of Time Management in Business world, we have recently designed a module wherein a CRM user especially Sales person can get a brief idea about the meetings scheduled or logged in CRM with just a few clicks.<\/p>\n

\"1\"<\/a><\/p>\n

Basically we created a new Gadget on Dashboard, which hold links of a new pop-up window that would display data of related entities. To get the MOM details, user has to simply click on Meeting Summary\/Minutes link. It will open a new window as shown below.<\/p>\n

\"2\"<\/a><\/p>\n

This window basically displays the meeting records created or assigned to the sales user. View is created based on the required conditions. To get the detailed information about the discussion\/details done in the meeting, click on the link provided. It will display all the details in the list as shown below.<\/p>\n

\"3\"<\/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":"

We\u2019ve all heard the saying \u201cTime is Money.\u201d\u00a0 This\u00a0is especially true for Sales and Marketing people where they have constantly been asked to do more in less time. Sage CRM has provided many effective time management features right from the Mass update of data to Bulk Email. New Stuff:\u00a0Company Notes Tab in Sage CRM Keeping\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[70,98,99,152,166,167,189,193,332,1],"tags":[1190,1587,1636,1637,1638],"class_list":["post-12369","post","type-post","status-publish","format-standard","hentry","category-communication","category-customization","category-dashboard-sage-crm","category-feature","category-gadget","category-gadgets","category-information","category-interactive-dashboard-sage-crm","category-sage-crm","category-uncategorized","tag-gadget","tag-meeting","tag-mom-details","tag-mom-on-dashboard","tag-mom-summary"],"yoast_head":"\nProvision to review MOM details right from the Dashboard - 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\/provision-to-review-mom-details-right-from-the-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Provision to review MOM details right from the Dashboard - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"We\u2019ve all heard the saying \u201cTime is Money.\u201d\u00a0 This\u00a0is especially true for Sales and Marketing people where they have constantly been asked to do more in less time. 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