{"id":23506,"date":"2019-12-23T04:48:37","date_gmt":"2019-12-23T04:48:37","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=23506"},"modified":"2019-12-23T04:48:39","modified_gmt":"2019-12-23T04:48:39","slug":"sage-crm-event-manager-is-compatible-with-sage-crm-2019-releases","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/23\/sage-crm-event-manager-is-compatible-with-sage-crm-2019-releases\/","title":{"rendered":"Sage CRM Event Manager is compatible with Sage CRM 2019 Releases"},"content":{"rendered":"\n<p>In the year of 2019 Sage has come\nup with two latest release of Sage CRM (2019R1 and 2019R2) which includes new\nfeatures to help the organization\u2019s front office. The issues which were\naddressed by end users like custom entities workflow and navigations, Report,\nMail merge and many more are been solved in the latest release. Greytrix, a\nSage ERP \u2013 Sage CRM Gold Development Partner, has enriched its CRM Product\nSuite with new Sage CRM products. One of the product in that suite is Event\nManager.<\/p>\n\n\n\n<p><strong><em>New\nStuff:<\/em> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/16\/auto-logout-user-in-sage-crm-2\/\">Auto\nLogout 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-event-manager\">Sage\nCRM Event Manager<\/a> compatible with Sage CRM 2019 versions.<\/p>\n\n\n\n<p>Event Manager will allow you to\nmanage your activities, resource with the help of predefined modules. One can\nenter data like event name, number of attendees, start date and end date for an\nevent.<\/p>\n\n\n\n<p><strong>Key Features of Event Manager are as follows<\/strong>:<\/p>\n\n\n\n<p><strong>Attendance and Group<\/strong>: This is a dedicated tab which shows list of\nattendees which allows add or remove functionality for individuals. User can\nset status for attendees to \u201cConfirm\u201d, \u201cCancelled\u201d or \u201cPending\u201d.<\/p>\n\n\n\n<p><strong>Event Workflow: <\/strong>This workflow determines the steps through which an\nevent goes during its life cycle. This workflow can be changed according to\nbusiness logic.<\/p>\n\n\n\n<p><strong>Expenditure:&nbsp; <\/strong>A dedicated tab\nwhich will allow user to record all the expenses against particular event.\nEquipment screen allows to records all equipment cost which is visible on Event\nSummary screen.<\/p>\n\n\n\n<p><strong>Membership: &nbsp;<\/strong>This option\nenables you to restrict event to contact which are listed as members in CRM.\nThat means the contact which are in their renewal period will only available\nfor adding as attendees.\n\n\n\nTo read more about Event Manager and its\nfeatures or to download Event Manager refer below link: <br><a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-event-manager\">Sage\nCRM Event Manager<\/a><\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span>\n<\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix<\/a> &#8211; 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<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> helps in upgrading Sage ERP and CRM to the latest version and provides migration for <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/migrate-qb-sage-erp-to-sage-intacct\">Sage Intacct from Sage 300, Sage 100, Sage 50 and QuickBooks<\/a>; for Sage 100, Sage 300 (Sage Accpac), Sage X3 from <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/sage-pro-sage-300-migration\">Sage Pro<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/sage-50-us-sage-300-migration\">Sage 50 US<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/sage-50-ca-sage-300-migration\">Sage 50 CA<\/a>, <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Sage 50 US, Sage Business Works, Sage Business Vision<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/quickbooks-sage-100-migration\">QuickBooks<\/a>; for Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a><\/p>\n\n\n\n<p>For more information on Sage ERP \u2013 CRM migration solutions, please contact us at&nbsp;<a href=\"mailto:erpmig@greytrix.com\">erpmig@greytrix.com<\/a>.&nbsp;We will like to hear from 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\/23\/sage-crm-event-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":[17,3987,339,340,1],"tags":[1042,1099,3669,2072,2305],"class_list":["post-23506","post","type-post","status-publish","format-standard","hentry","category-addons","category-sage-crm-2019-r1-sage-crm","category-sage-crm-add-ons","category-sage-crm-guide","category-uncategorized","tag-email","tag-escalation-feature","tag-group-records","tag-sage-crm-event-manager","tag-sms-from-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM Event 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\/23\/sage-crm-event-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 Event 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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