{"id":23079,"date":"2019-11-14T07:23:42","date_gmt":"2019-11-14T07:23:42","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=23079"},"modified":"2019-11-15T12:49:33","modified_gmt":"2019-11-15T12:49:33","slug":"issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/","title":{"rendered":"Issue with Lead’s “Add or Find this Company” feature in Sage CRM 2018 R3"},"content":{"rendered":"\n

Leads, one of the basic component of Sage CRM<\/a>‘s Sales Module; represents the unqualified\/raw information but important details when thought as a new prospect or a new deal for the organization. Sage CRM<\/a> have Lead module designed in such a way that it exists outside the context of a person or company entity. This is basically to prevent the system from becoming overloaded with thousands of unclean, unqualified companies and people. Have you ever come across an issue while mapping a Company to the Lead record through ‘Add or Find this Company’ <\/strong>feature?<\/p>\n\n\n\n

New Stuff:<\/em><\/strong>Import Opportunities into Sage CRM<\/a><\/p>\n\n\n\n

As you must be aware, in order to turn a Lead into Potential sale (opportunity) you first need to incorporate the Lead’s Company & Person into the main (existing) Company & Person records of CRM. Also, a Possible Company Match message is displayed if the company details you entered already seem to exist in Sage CRM<\/a>. This can be easily done through ‘Add or Find this Company’ feature of Leads.
<\/p>\n\n\n\n

However, recently one of our Client has been facing issue while mapping a Company to the Lead record. <\/p>\n\n\n\n\"Lead<\/a>\n\n

Lead Company Details – Possible Company Match<\/i><\/center><\/font><\/p>\n\n\n\n

Even though the Company already existed in CRM, they were unable to tag the same to the record through ‘Add or Find this Company’ <\/strong>feature.<\/p>\n\n\n\n\"Lead<\/a>\n\n

Lead Company Details – Add or Find This Company<\/i><\/center><\/font><\/p>\n\n\n\n

They were using Sage CRM<\/a> 2018 R3 version and the only way to resolve this issue was to upgrade it to Sage CRM<\/a> 2019 R1 version which was somewhat unacceptable for time being. Thus we thought of fixing the issue through some coding. On further investigating, it was clear that the “Add or find company” link needs one of its query string keys changed. <\/p>\n\n\n\n

Adding the below script in lead screen’s custom content as shown in below screenshot –<\/p>\n\n\n\n

<script><\/em>
crm.ready(function() {<\/em>
$(“.SmallButtonItem”).each(function(i, element) {<\/em>
var onClick = lement.getAttribute(“onclick”).replace(“vLead_companyname”, “comp_name”);<\/em>
element.setAttribute(“onclick”, onClick);<\/em>
});<\/em>
});<\/em>
<\/script><\/em><\/p>\n\n\n\n\"Adding<\/a>\n\n

Adding the Script in Leads Custom Content section<\/i><\/center><\/font><\/p>\n\n\n\n

Save the Changes and check the functionality again, you will be able to find the Company matching records in the dedupe screen as shown below.<\/p>\n\n\n\n\"Dedupe<\/a>\n\n

Dedupe Screen<\/i><\/center><\/font><\/p>\n\n\n\n

In this way, you can fix the Lead’s “Add or Find this Company” issue on Sage CRM<\/a> 2018 R3 system.<\/p>\n\n\n\n

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

Greytrix<\/a> – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged 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 competence.<\/p>\n\n\n\n

Greytrix<\/a> helps in upgrading Sage ERP and CRM to the latest version and provides migration for Sage Intacct from Sage 300, Sage 100, Sage 50 and QuickBooks<\/a>; for Sage 100, Sage 300 (Sage Accpac), Sage X3 from Sage Pro<\/a>, Sage 50 US<\/a>, Sage 50 CA<\/a>, Sage 50 US, Sage Business Works, Sage Business Vision<\/a> and QuickBooks<\/a>; for Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a><\/p>\n\n\n\n

For more information on Sage ERP \u2013 CRM migration solutions, please contact us at erpmig@greytrix.com<\/a>. We will like to hear from you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Leads, one of the basic component of Sage CRM‘s Sales Module; represents the unqualified\/raw information but important details when thought as a new prospect or a new deal for the organization. Sage CRM have Lead module designed in such a way that it exists outside the context of a person or company entity. This is\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":[14,19,71,97,108,107,157,285,332,334,335,352],"tags":[3958,3962,720,3961,3957,3963,3964],"class_list":["post-23079","post","type-post","status-publish","format-standard","hentry","category-add","category-administrator","category-company","category-customer","category-de-duplication-sage-crm","category-de-duplication","category-find-sage-crm","category-person","category-sage-crm","category-sage-crm-2018","category-sage-crm-2018-crm72","category-script","tag-add-or-find-this-company-feature-in-sage-crm-2018-r3","tag-add-or-find-company-not-working","tag-company","tag-issue-with-add-or-find-this-company","tag-issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3","tag-lead-company-linking","tag-lead-dedupe-screen"],"yoast_head":"\nIssue with Lead's "Add or Find this Company" feature in Sage CRM 2018 R3 - 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\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Issue with Lead's "Add or Find this Company" feature in Sage CRM 2018 R3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Leads, one of the basic component of Sage CRM‘s Sales Module; represents the unqualified\/raw information but important details when thought as a new prospect or a new deal for the organization. Sage CRM have Lead module designed in such a way that it exists outside the context of a person or company entity. This is\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2019-11-14T07:23:42+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-11-15T12:49:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/11\/Possible-Company-Match-1024x135.jpg\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\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\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/\",\"name\":\"Issue with Lead's \\\"Add or Find this Company\\\" feature in Sage CRM 2018 R3 - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/11\/Possible-Company-Match-1024x135.jpg\",\"datePublished\":\"2019-11-14T07:23:42+00:00\",\"dateModified\":\"2019-11-15T12:49:33+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/11\/Possible-Company-Match-1024x135.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/11\/Possible-Company-Match-1024x135.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Issue with Lead’s “Add or Find this Company” feature in Sage CRM 2018 R3\"}]},{\"@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. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Issue with Lead's \"Add or Find this Company\" feature in Sage CRM 2018 R3 - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/","og_locale":"en_US","og_type":"article","og_title":"Issue with Lead's \"Add or Find this Company\" feature in Sage CRM 2018 R3 - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Leads, one of the basic component of Sage CRM‘s Sales Module; represents the unqualified\/raw information but important details when thought as a new prospect or a new deal for the organization. Sage CRM have Lead module designed in such a way that it exists outside the context of a person or company entity. This is\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2019-11-14T07:23:42+00:00","article_modified_time":"2019-11-15T12:49:33+00:00","og_image":[{"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/11\/Possible-Company-Match-1024x135.jpg","type":"","width":"","height":""}],"author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/","name":"Issue with Lead's \"Add or Find this Company\" feature in Sage CRM 2018 R3 - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/11\/Possible-Company-Match-1024x135.jpg","datePublished":"2019-11-14T07:23:42+00:00","dateModified":"2019-11-15T12:49:33+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/#primaryimage","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/11\/Possible-Company-Match-1024x135.jpg","contentUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/11\/Possible-Company-Match-1024x135.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/14\/issue-with-leads-add-or-find-this-company-feature-in-sage-crm-2018-r3\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Issue with Lead’s “Add or Find this Company” feature in Sage CRM 2018 R3"}]},{"@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. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/23079","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=23079"}],"version-history":[{"count":8,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/23079\/revisions"}],"predecessor-version":[{"id":23156,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/23079\/revisions\/23156"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=23079"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=23079"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=23079"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}