{"id":21316,"date":"2019-01-19T07:15:43","date_gmt":"2019-01-19T07:15:43","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=21316"},"modified":"2019-01-19T07:16:25","modified_gmt":"2019-01-19T07:16:25","slug":"allow-mass-update-against-group-in-sage-crm-2018-r2-onwards","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/19\/allow-mass-update-against-group-in-sage-crm-2018-r2-onwards\/","title":{"rendered":"Allow Mass Update against Group in Sage CRM 2018 R2 onwards"},"content":{"rendered":"

Groups being a very important feature of Sage CRM<\/a> can be used to get a list of details of CRM records like Lead details, companies or people. Groups can help to get all of the information needed in a format that can be exported to Excel, CSV or it can be used to create a mass email. Groups created in CRM are available under My CRM-> Groups<\/strong> menu.<\/p>\n

It is even easy to update selective field\u2019s data within the group\u2019s records, with the help of Mass Update functionality available against group. Working of Mass Update functionality is explained in below blog link.<\/p>\n

Related Post:\u00a0<\/strong><\/em>Mass Update in Sage CRM<\/a><\/p>\n

As mentioned in above blog, we can update the same data against all records available inside a group using \u201cMass Update\u201d<\/strong> button. In same way, we can update the Territory data also using \u201cUpdate Territory\u201d<\/strong> button as displayed in below screenshot.<\/p>\n

\"\"<\/p>\n

The \u201cUpdate Territory\u201d<\/strong> button is only present if the group is created for Person or Company entity. Availability of these two buttons depends on the configuration made at System Behaviour <\/strong>as explained in below blog link.<\/p>\n

Mass Update and Territory Update In Sage CRM<\/a><\/p>\n

One of our client using Sage CRM<\/a> 2018 R2 wanted to update the data against the records in a group. Thus, I navigated to Groups page but was not able to find the \u201cMass Update\u201d<\/strong> button against the group. To verify the settings configured, I went to System Behaviour page of Sage CRM<\/a> and searched for \u201cAllow mass update and update territory\u201d<\/strong> property but, could not find the same. After a little bit of research, I found that from the release of Sage CRM<\/a> 2018 R2 version the configuration is been renamed as \u201cAllow mass operations\u201d<\/strong> as displayed in below screenshot.<\/p>\n

\"\"<\/p>\n

Thus after setting the \u201cAllow mass operations\u201d<\/strong> property to Yes, I am able to see the \u201cMass Update\u201d<\/strong> button against the group.<\/p>\n

About Us:<\/strong><\/em><\/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>\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":"

Groups being a very important feature of Sage CRM can be used to get a list of details of CRM records like Lead details, companies or people. Groups can help to get all of the information needed in a format that can be exported to Excel, CSV or it can be used to create a\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,73,170,219,220,310,332,335,390],"tags":[3747,3744,3746,1233,1579,3745],"class_list":["post-21316","post","type-post","status-publish","format-standard","hentry","category-administrator","category-configuration","category-group","category-list","category-lists","category-records","category-sage-crm","category-sage-crm-2018-crm72","category-system","tag-allow-mass-operations","tag-allow-mass-update-against-group-in-sage-crm-2018-r2-onwards","tag-allow-mass-update-and-update-territory","tag-groups","tag-mass-update","tag-update-territory"],"yoast_head":"\nAllow Mass Update against Group in Sage CRM 2018 R2 onwards - 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\/2019\/01\/19\/allow-mass-update-against-group-in-sage-crm-2018-r2-onwards\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Allow Mass Update against Group in Sage CRM 2018 R2 onwards - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Groups being a very important feature of Sage CRM can be used to get a list of details of CRM records like Lead details, companies or people. 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