{"id":20301,"date":"2018-09-11T12:23:51","date_gmt":"2018-09-11T12:23:51","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=20301"},"modified":"2018-10-16T08:43:35","modified_gmt":"2018-10-16T08:43:35","slug":"how-to-get-sql-query-of-groups-created-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/11\/how-to-get-sql-query-of-groups-created-in-sage-crm\/","title":{"rendered":"How to get SQL Query of Groups created in Sage CRM"},"content":{"rendered":"

In Sage CRM<\/a>, Groups feature allows you to create, edit, and save lists of people, companies, leads, cases, opportunities, quotes and orders based on defined filter criteria. Groups are based on the SQL views generated by queries. The views that are used to create group\u2019s needs to be designed such that each row should return unique value of the id i.e. Company, Person, and Lead ids etc. We can create below 2 types of groups in Sage CRM<\/a>.<\/p>\n

    \n
  1. Static Group<\/strong>:
    \nThis group stores the query that generated the group and the no. of records returned by query. Whenever you open the Static group, you will always see the list records that were returned last time. You have to refresh the contents of this group manually using Refresh button available on the screen.<\/li>\n<\/ol>\n
      \n
    1. Dynamic Group<\/strong>:
      \nThis group only stores the query that generated the group. Whenever you open the dynamic group, the query gets run and the group contents gets refreshed.<\/li>\n<\/ol>\n

      New Stuff:\u00a0<\/strong><\/em>CRM Quick Find functionality stopped working in Sage CRM<\/a>
      \n<\/strong><\/em><\/p>\n

      You can create groups by 2 ways. First is, carry out a search for the data you want and then, click on the \u201cCreate New Group<\/strong>\u201d button and follow the instructions given. Second one is, from the Groups tab available in My CRM. In the above 2 methods, we can add any filter criteria that needs to be required.<\/p>\n

      Suppose, you have created a group based on the prerequisite of client and now you want to create a view which will return the same data as per the group. For this, you will need the SQL query which is returning the same data. Well, you can get the SQL query of the group by following below steps.<\/p>\n

        \n
      1. Login to Sage CRM<\/a>.<\/li>\n
      2. Go to My CRM -> Groups<\/strong>.<\/li>\n
      3. Click on the hyperlink of the Group of which you need the SQL query.<\/li>\n
      4. Click on the \u201cSQL<\/strong>\u201d button available on the screen, which will open the SQL query of group in popup window as shown in below screenshot.<\/li>\n<\/ol>\n

        \"\"<\/p>\n

        By following above steps, you will get the SQL query of Group. And using the same query you can create a view in CRM which can be used to create Reports, Dashboards etc.<\/p>\n

        About Us<\/strong><\/span>
        \n        Greytrix<\/a> 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, Groups feature allows you to create, edit, and save lists of people, companies, leads, cases, opportunities, quotes and orders based on defined filter criteria. Groups are based on the SQL views generated by queries. The views that are used to create group\u2019s needs to be designed such that each row should return\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[170,219,220,310,332,380,423,424],"tags":[3180,1233,3487,3625,3626,3624,3627],"class_list":["post-20301","post","type-post","status-publish","format-standard","hentry","category-group","category-list","category-lists","category-records","category-sage-crm","category-sql","category-view","category-views","tag-dynamic-group","tag-groups","tag-how-to-get-sql-query-of-groups-created-in-sage-crm","tag-sage-crm-groups-view","tag-sql-button","tag-sql-query-of-groups","tag-static-group"],"yoast_head":"\nHow to get SQL Query of Groups created 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\/2018\/09\/11\/how-to-get-sql-query-of-groups-created-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to get SQL Query of Groups created in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM, Groups feature allows you to create, edit, and save lists of people, companies, leads, cases, opportunities, quotes and orders based on defined filter criteria. 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