{"id":24065,"date":"2020-05-13T05:35:53","date_gmt":"2020-05-13T05:35:53","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24065"},"modified":"2020-05-13T05:35:55","modified_gmt":"2020-05-13T05:35:55","slug":"set-communication-status-complete-in-two-click","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/13\/set-communication-status-complete-in-two-click\/","title":{"rendered":"Set Communication status \u2018Complete\u2019 in Two click"},"content":{"rendered":"\n

As we know Sage CRM is having a countless feature that helps user to handle the business process stress-free. Creating communication of different types like task and appointment, which helps user to save their meetings and to do for multiple entities. As Sage CRM is providing one feature that helps to set a communication status in few steps. <\/p>\n\n\n\n

New Stuff:<\/em>Append Percentage Symbol with the field value in Sage CRM<\/a><\/p>\n\n\n\n

When a communication is newly created the status is set as \u2018Pending<\/strong>\u2019 by default. After the task or meeting is completed communication status need to be updated manually as \u2018Complete\u2019 for future reference.

For example:\u00a0 There is three communication attached to opportunity, from that two meetings and one To Do task. If user completed their one meeting and one To Do. And he wants to set the task status to complete in Sage CRM.

To do so usually the user open that communication, then select \u2018Complete<\/strong>\u2019 option from Status <\/strong>dropdown field. And hit the \u2018Save<\/strong>\u2019. But this is also a simple way which updates the communication status automatically.<\/p>\n\n\n\n

To complete status of communication in two click refer below:<\/strong><\/p>\n\n\n\n

1) Navigate to the communication tab of opportunity.<\/p>\n\n\n\n\"Communication<\/a>\n

Communication List<\/i><\/center><\/font>\n\n\n\n

2) Next, click on the logo image in the Status column. <\/p>\n\n\n\n\"Complete<\/a>\n

Complete Communication<\/i><\/center><\/font>\n\n\n\n

3) On click of status logo, screen navigates to respective communication summary where communication status is automatically set as \u2018Complete<\/strong>\u2019. And click on \u2018Save<\/strong>\u2019, <\/p>\n\n\n\n\"Auto<\/a>\n

Auto Status Update<\/i><\/center><\/font>\n\n\n\n

4) Repeat step 1-3 for other communication also. Refer below screenshot after status set as \u2018Complete<\/strong>\u2019. <\/p>\n\n\n\n\"Completed<\/a>\n

Completed Communication List<\/i><\/center><\/font>\n\n\n\n

This how user can set the status of communication as \u2018Complete\u2019 in two clicks. Hope this information helps.<\/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":"

As we know Sage CRM is having a countless feature that helps user to handle the business process stress-free. Creating communication of different types like task and appointment, which helps user to save their meetings and to do for multiple entities. As Sage CRM is providing one feature that helps to set a communication status\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":[83,332,333,334,335,3987,3985,3986,336,337,338,340,341,342],"tags":[712,4119,3909,2354],"class_list":["post-24065","post","type-post","status-publish","format-standard","hentry","category-crm72","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm","category-sage-crm-2019-r1","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm-guide","category-sage-crm-r1","category-sage-crm7-3","tag-communication-list","tag-complete-communication","tag-pending-communication","tag-status"],"yoast_head":"\nSet Communication status \u2018Complete\u2019 in Two click - 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\/2020\/05\/13\/set-communication-status-complete-in-two-click\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Set Communication status \u2018Complete\u2019 in Two click - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As we know Sage CRM is having a countless feature that helps user to handle the business process stress-free. 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