{"id":22847,"date":"2019-10-24T09:42:57","date_gmt":"2019-10-24T09:42:57","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22847"},"modified":"2019-10-24T09:42:59","modified_gmt":"2019-10-24T09:42:59","slug":"groups-source-view-is-not-visible-while-creating-a-new-group","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/24\/groups-source-view-is-not-visible-while-creating-a-new-group\/","title":{"rendered":"Group’s Source View is not visible while creating a new Group"},"content":{"rendered":"\n

One of the best feature provided by Sage CRM<\/a> is Groups, <\/strong>which is used for grouping a set of records of a particular entity. This functionality is available for all the standard entities of SAGE CRM<\/a> i.e. Company, Person, Cases, Opportunity etc. This grouping can also be done based on a specific condition for example, if you need to create a group of Active companies only then you can achieve the same by specifying the Company status condition in the SQL view. But have you ever come across such a situation wherein a SQL view specially designed for Groups, is not visible\/listed at the time of creating one?<\/p>\n\n\n\n

New Stuff: <\/strong><\/em> Extending the Favourites Facility in Sage CRM<\/a><\/p>\n\n\n\n

For creating a Group, you can either use the Standard or say System view <\/strong>or you can even use custom views i.e. Users view. <\/strong>The only condition to make it available for Groups is check the Groups View<\/em> check box while creating it. However recently while creating a new group in CRM, we came across an issue wherein we couldn’t locate the custom view name that we designed for it. Below is the screenshot of the Custom view created for Company entity.<\/p>\n\n\n\n

\"Custom<\/center><\/a>\n\n
Custom view created using a reference of another SQL view<\/i><\/center><\/font><\/p>\n\n\n\n

On trying to create a new group on company entity using this view, it was not visible under the Source View<\/strong> list. Below is the screen shot of the same.<\/p>\n\n\n\n

\"User<\/center><\/a>\n\n
User View name not visible under Source view list<\/i><\/center><\/font><\/p>\n\n\n\n

On further investigating, we finally got to know the reason behind this. While creating a view in CRM, one must always specify the Entity name first rather than specifying a view’s name. Below is the screen shot of the same.<\/p>\n\n\n\n

\"Custom<\/center><\/a>\n\n
Custom view created using the reference of Company entity<\/i><\/center><\/font><\/p>\n\n\n\n

In below screen shot you can see that the the view has appeared in Source View list for creating group. <\/p>\n\n\n\n

\"User<\/center><\/a>\n\n
User View name visible under Source view list<\/i><\/center><\/font><\/p>\n\n\n\n

In this way, one can easily avoid the issues while creating SQL view for Groups in Sage CRM<\/a>.<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\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":"

One of the best feature provided by Sage CRM is Groups, which is used for grouping a set of records of a particular entity. This functionality is available for all the standard entities of SAGE CRM i.e. Company, Person, Cases, Opportunity etc. This grouping can also be done based on a specific condition for example,\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":[71,102,170,332,423,424,426],"tags":[1076,3933,1233,3666,3424,3425,3937,2339,3935,3934],"class_list":["post-22847","post","type-post","status-publish","format-standard","hentry","category-company","category-database-sage-crm","category-group","category-sage-crm","category-view","category-views","category-visibility","tag-entity","tag-groups-source-view","tag-groups","tag-groups-in-sage-crm","tag-groups-sql-query","tag-groups-sql-view","tag-source-view-list","tag-sql-view","tag-system-view","tag-user-view"],"yoast_head":"\nGroup's Source View is not visible while creating a new Group - 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\/10\/24\/groups-source-view-is-not-visible-while-creating-a-new-group\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Group's Source View is not visible while creating a new Group - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"One of the best feature provided by Sage CRM is Groups, which is used for grouping a set of records of a particular entity. 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