{"id":20546,"date":"2018-10-01T11:41:12","date_gmt":"2018-10-01T11:41:12","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=20546"},"modified":"2019-07-11T04:47:56","modified_gmt":"2019-07-11T04:47:56","slug":"overwritable-forecast-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/10\/01\/overwritable-forecast-in-sage-crm\/","title":{"rendered":"Overwritable Forecast in Sage CRM"},"content":{"rendered":"

Hello everyone, as we know Sage CRM provides a number of standard features such as Reports, Data Management, etc. Additionally, Sales Forecasting is a standard feature of the Sage CRM application for both Individual CRM users and Teams. This functionality allows individual Sales Users to enter forecasts using their opportunity pipeline. In our blog, we will explain how you prevent the forecast form getting overwritten.<\/p>\n

New Stuff<\/em>: <\/strong><\/span>Modify appearance of Sage CRM tabs vertically in Sage CRM 2018 R2<\/a><\/p>\n

Forecast tab is available under My CRM where the user can see all list of Sales Forecast and its history. On editing any forecast you will see that below section are always editable. Hence some time there is a scenario where the particular fields get updated unknowingly.<\/p>\n

\"Forecast\"<\/p>\n

Hence to avoid this scenario there is a configuration in Sage CRM which allows the user to restrict this fields from getting overwritten or updated.<\/p>\n

Forecast configuration setting is located under below path in Sage CRM.
\nAdministration | Data Management | Forecast<\/strong><\/p>\n

\"Forecast<\/p>\n

If we change Overwritable Forecast<\/strong> value to No <\/strong>then user cannot change any value in the forecast and all fields are displayed in Read-only<\/strong> mode. Also, the save<\/strong> button is been hidden on the screen as shown below if the Overwritable Forecast <\/strong>is No<\/strong>.<\/p>\n

\"Forecast\"<\/p>\n

Hope this information helps.<\/p>\n

About Us:<\/strong><\/span><\/p>\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> has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>), Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a> and Sage 300<\/a>).We also offer best-in-class Sage ERP<\/a> and Sage CRM<\/a> customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating 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 sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Hello everyone, as we know Sage CRM provides a number of standard features such as Reports, Data Management, etc. Additionally, Sales Forecasting is a standard feature of the Sage CRM application for both Individual CRM users and Teams. This functionality allows individual Sales Users to enter forecasts using their opportunity pipeline. In our blog, we\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":[83,161,335,336,337,342],"tags":[],"class_list":["post-20546","post","type-post","status-publish","format-standard","hentry","category-crm72","category-forecast","category-sage-crm-2018-crm72","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm7-3"],"yoast_head":"\nOverwritable Forecast 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\/10\/01\/overwritable-forecast-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Overwritable Forecast in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Hello everyone, as we know Sage CRM provides a number of standard features such as Reports, Data Management, etc. Additionally, Sales Forecasting is a standard feature of the Sage CRM application for both Individual CRM users and Teams. 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