{"id":23484,"date":"2019-12-20T06:31:40","date_gmt":"2019-12-20T06:31:40","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=23484"},"modified":"2019-12-20T06:31:41","modified_gmt":"2019-12-20T06:31:41","slug":"sage-crm-contract-manager-is-compatible-with-sage-crm-2019-releases","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/20\/sage-crm-contract-manager-is-compatible-with-sage-crm-2019-releases\/","title":{"rendered":"Sage CRM Contract Manager is compatible with Sage CRM 2019 Releases"},"content":{"rendered":"\n<p>In the year of 2019 Sage has come up with two latest release of Sage CRM (2019R1 and 2019R2) which includes new features to help the organization\u2019s front office. The issues which were addressed by end users like custom entities workflow and navigations, Report, Mail merge and many more are been solved in the latest release. Greytrix, a Sage ERP \u2013 Sage CRM Gold Development Partner, has enriched its CRM Product Suite with new Sage CRM products. One of the product in that suite is Contract Manager. <\/p>\n\n\n\n<p><strong><em>New Stuff:<\/em> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/16\/auto-logout-user-in-sage-crm-2\/\">Auto Logout User In Sage CRM<\/a><\/strong><\/p>\n\n\n\n<p>Many organization are\nupgrading their Sage CRM to the latest release so that they can use newly\nupgraded features like <strong>Calendar List<\/strong>\nwhich now shows all tasks for particular user without default filter, <strong>Document Drop<\/strong> which helps users to add\ndocuments to custom entities using Active X plug in, <strong>Emails and SMS<\/strong> functionality enables user to file emails whose To\nor From address is empty, Updated By field now shows descriptive value if a\nrecord is updated using <strong>Escalation rules<\/strong>,\nUsers with extended info admin rights can also make changes to <strong>Groups<\/strong> now etc. which will help them\nautomate their sales, get wider idea of their customer\u2019s need and in turn will\nhelp them in better decision making. Greytrix has also made <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage\nCRM Contract Manager<\/a> compatible\nwith Sage CRM 2019 versions.<\/p>\n\n\n\n<p>Contract Manager allows you to store data regarding contracts like title, supplier contact, duration of contract, value of contract, start date, end date , assigned resource etc.<\/p>\n\n\n\n<p><strong>Key feature of Contract Manager are as follows<\/strong>:<\/p>\n\n\n\n<p><strong>Clauses: <\/strong>A clause directory is maintain which is then use to import\nclauses while creating new contract. One can add multiple clauses to single\ncontract.<\/p>\n\n\n\n<p><strong>Supplier<\/strong>: A dedicated tab is added against contract entity which\nshows list of suppliers for a particular contract. User can add, delete and\nedit supplier details.<\/p>\n\n\n\n<p><strong>Contract Workflow<\/strong>: Contract workflow helps to automate the business\nprocess. Rules like \u201cEditing Complete\u201d and \u201cDraft 1 Manager Approve\u201d send an\nemail to respective contract manager and supplier to view contract details. All\nthe communications get filed against particular contract. This workflow can be\ncustomized according to business logic.<\/p>\n\n\n\n<p><strong>Documents: <\/strong>Documentmanagement\nprovides flexibility to add number of customized document which can be used for\ncontracts like deal letters, transmittal letters, summaries.<\/p>\n\n\n\n<p>To read more about Contract\nManager and its features or to download Contract manager refer below link: <br>\n<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage\nCRM Contract Manager<\/a><\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>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<p>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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; 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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the year of 2019 Sage has come up with two latest release of Sage CRM (2019R1 and 2019R2) which includes new features to help the organization\u2019s front office. The issues which were addressed by end users like custom entities workflow and navigations, Report, Mail merge and many more are been solved in the latest\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/20\/sage-crm-contract-manager-is-compatible-with-sage-crm-2019-releases\/\">Read More &raquo;<\/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":[49,122,123,131,139,140,268,3986,339,340],"tags":[644,4018,4020,997,4019],"class_list":["post-23484","post","type-post","status-publish","format-standard","hentry","category-calender","category-document-sage-crm","category-document-drop-sage-crm","category-email","category-escalation-rule","category-escalations","category-onchangescript","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-add-ons","category-sage-crm-guide","tag-calender","tag-clauses","tag-contract-workflow","tag-documents","tag-suppliers"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM Contract Manager is compatible with Sage CRM 2019 Releases - 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\/12\/20\/sage-crm-contract-manager-is-compatible-with-sage-crm-2019-releases\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM Contract Manager is compatible with Sage CRM 2019 Releases - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In the year of 2019 Sage has come up with two latest release of Sage CRM (2019R1 and 2019R2) which includes new features to help the organization\u2019s front office. 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