{"id":14265,"date":"2017-04-28T04:53:51","date_gmt":"2017-04-28T04:53:51","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14265"},"modified":"2019-03-30T05:27:30","modified_gmt":"2019-03-30T05:27:30","slug":"shortcut-link-on-company-find-screen-to-create-opportunity-communication-and-cases-against-particular-company","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/28\/shortcut-link-on-company-find-screen-to-create-opportunity-communication-and-cases-against-particular-company\/","title":{"rendered":"Shortcut link on Company Find screen to create Opportunity, Communication and Cases against particular Company"},"content":{"rendered":"

In Sage CRM, we all are working with Company, Opportunity, Communication, Cases etc. As we all know that, Company (Customer) is a main entity in Sage CRM, from where we can create a new Opportunity, Communication and Cases.<\/p>\n

New Stuff:\u00a0<\/em><\/strong>Sage CRM Grid Manipulation<\/a><\/span><\/p>\n

To create new Opportunity or Communication against particular Company. We need to follow the below steps.<\/p>\n

    \n
  1. Find company form list.<\/li>\n
  2. Go to the particular Company (Click on Company name hyperlink to display company details).<\/li>\n
  3. To create Opportunity or Communication, go to respective tab.<\/li>\n
  4. Click on New button then Opportunity or communication window will get open.<\/li>\n<\/ol>\n
    \"Find<\/a>

    Find Company Screen<\/p><\/div>\n

    Instead of following the long process, we can add Opportunity\/Communication\/Case link in Company list. This can be achieved by adding script codes on Company List. Refer below screenshot.<\/p>\n

    \"Customized<\/a>

    Customized Find Company Screen<\/p><\/div>\n

    On clicking the Opportunity\/Communication\/Cases link in list, New Pop Up window will get open with auto populated data of company and default person of that company. Refer below screenshot.<\/p>\n

    \"New<\/a>

    New Opportunity Popup window<\/p><\/div>\n

    We can easily add Communication, Opportunity or Cases details and once saved, it will redirect to Company List. Using this customization, we can easily skip all above mentioned steps.<\/p>\n

    Hope this will help you.<\/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":"

    In Sage CRM, we all are working with Company, Opportunity, Communication, Cases etc. As we all know that, Company (Customer) is a main entity in Sage CRM, from where we can create a new Opportunity, Communication and Cases. New Stuff:\u00a0Sage CRM Grid Manipulation To create new Opportunity or Communication against particular Company. We need to\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":[1],"tags":[],"class_list":["post-14265","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nShortcut link on Company Find screen to create Opportunity, Communication and Cases against particular Company - 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\/2017\/04\/28\/shortcut-link-on-company-find-screen-to-create-opportunity-communication-and-cases-against-particular-company\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Shortcut link on Company Find screen to create Opportunity, Communication and Cases against particular Company - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM, we all are working with Company, Opportunity, Communication, Cases etc. As we all know that, Company (Customer) is a main entity in Sage CRM, from where we can create a new Opportunity, Communication and Cases. 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We need to\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/28\/shortcut-link-on-company-find-screen-to-create-opportunity-communication-and-cases-against-particular-company\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2017-04-28T04:53:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-03-30T05:27:30+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/Img1-1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/28\/shortcut-link-on-company-find-screen-to-create-opportunity-communication-and-cases-against-particular-company\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/28\/shortcut-link-on-company-find-screen-to-create-opportunity-communication-and-cases-against-particular-company\/\",\"name\":\"Shortcut link on Company Find screen to create Opportunity, Communication and Cases against particular Company - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/28\/shortcut-link-on-company-find-screen-to-create-opportunity-communication-and-cases-against-particular-company\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/28\/shortcut-link-on-company-find-screen-to-create-opportunity-communication-and-cases-against-particular-company\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/Img1-1.jpg\",\"datePublished\":\"2017-04-28T04:53:51+00:00\",\"dateModified\":\"2019-03-30T05:27:30+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/28\/shortcut-link-on-company-find-screen-to-create-opportunity-communication-and-cases-against-particular-company\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/28\/shortcut-link-on-company-find-screen-to-create-opportunity-communication-and-cases-against-particular-company\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/28\/shortcut-link-on-company-find-screen-to-create-opportunity-communication-and-cases-against-particular-company\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/Img1-1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/04\/Img1-1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/28\/shortcut-link-on-company-find-screen-to-create-opportunity-communication-and-cases-against-particular-company\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Shortcut link on Company Find screen to create Opportunity, Communication and Cases against particular Company\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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