{"id":25034,"date":"2020-11-30T16:52:00","date_gmt":"2020-11-30T16:52:00","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25034"},"modified":"2025-01-29T05:12:26","modified_gmt":"2025-01-29T05:12:26","slug":"sage-crm-resource-planner-is-compatible-with-sage-crm-2020","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-resource-planner-is-compatible-with-sage-crm-2020\/","title":{"rendered":"Sage CRM Resource Planner Is Compatible With Sage CRM 2020"},"content":{"rendered":"\n<p>In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities also fixed in these versions. CRM Resource Planner will help you to store and manage resources and their tasks. That\u2019s the reason many clients and organizations use Sage CRM Resource Planner to manage their contracts with different Clauses.<\/p>\n\n\n\n<p><strong><em>New Stuff: <\/em><\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/06\/error-on-favourites-list-in-sage-crm\/\">Error on Favourites List in Sage CRM<\/a><\/p>\n\n\n\n<p>Many organizations are upgrading their Sage CRM to the latest version. So Greytrix has also made Sage CRM Resource Planner compatible with the latest Sage CRM 2020. Also added the all date format support. Below are some key features of Greytrix Resource Planner,<br><br><strong>Resource On Left\/Top:<\/strong><br>Using these features resources can set their view according to user preferences. Also if there are multiple resources then on the screen there is a scrollbar to move up and down to view schedules.<br><br><strong>RP Colours:<\/strong><br>Users can set different colours for communications by their status. Also, the user can set colours as per the user\u2019s name. Once user set colours in Enbu configuration for RP cells the created tasks on the resource planner are created with a set coloured background. It helps users to identify easily by colours.<br><br><strong>Drag and Drop Functionality:<\/strong><br>Using this feature user can easily update the resource of the task. If the task is created for System Administrator and this task is change and assign to William Dolan then just drag a task from system administrator cell to William Dolan cell. This how a user can move or assign a task easily to the one user to other users.<\/p>\n\n\n\n<p><strong>Resource Planner Calendar and My CRM:<\/strong><br>Resource Planner helps to schedule their activity. As resource planner is fully integrated with Sage CRM, resources can easily go through their tasks from My CRM-&gt; Calendar also. I.e. if a new appointment is created using resource planner then the user can see that communication also from My CRM -&gt; Calendar. Correspondingly, any new communication created in \u2018My CRM\u2019 is automatically reflected in the Resource Planner view.<br><br><strong>Email Notification:<\/strong><br>Resource planner allows to send an email notification to enabled users. For this feature, there is a dedicated button is on Resource planner as \u2018Email to Resources\u2019.<br><br>This how an resource planner helps to manage all the resources and tasks with the help of predefined modules in it.<br><br>Hope this helps!<\/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 current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities also fixed in these versions. CRM Resource Planner will help you to store\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-resource-planner-is-compatible-with-sage-crm-2020\/\">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":[319,332,339],"tags":[732,1218,2107,2511],"class_list":["post-25034","post","type-post","status-publish","format-standard","hentry","category-resource","category-sage-crm","category-sage-crm-add-ons","tag-compatibility","tag-greytrix-sage-crm-add-ons","tag-sage-crm-resource-planner","tag-upgraded-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM Resource Planner Is Compatible With Sage CRM 2020<\/title>\n<meta name=\"description\" content=\"Optimize resource management with Sage CRM Resource Planner, now compatible with Sage CRM 2020! 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