{"id":25158,"date":"2020-12-31T06:20:25","date_gmt":"2020-12-31T06:20:25","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25158"},"modified":"2025-01-29T05:04:46","modified_gmt":"2025-01-29T05:04:46","slug":"sage-crm-event-manager-is-compatible-with-sage-crm-2020","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/12\/31\/sage-crm-event-manager-is-compatible-with-sage-crm-2020\/","title":{"rendered":"Sage CRM Event Manager 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 are fixed in these versions. Our latest CRM Event Manager will help you to enhance the efficiency and productivity of managing your activities, resources, and schedules through a highly effective Event Management module.<\/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 Event Manager compatible with the latest Sage CRM 2020. Below are some key features of Greytrix Event Manager,<\/p>\n\n\n\n<p><strong>Profiles And Sponsors:<\/strong><br>Event Manager includes support for pricing, sponsorships, and attendance profiles. This enables you to set up attendees on differing price scales depending on your market segmentation and to control what numbers are attending at discounted\/differing pricing. In short, it allows multi pricing for different profiled attendees as well as an option to account for sponsorship fees.<\/p>\n\n\n\n<p><strong>Attendance:&nbsp;<\/strong><br>Using this tab users can control and manage the event attendance. Also, they can add or remove from individual events as well as able to set the status for attendees to \u201cConfirm\u201d, \u201cCancelled\u201d or \u201cPending\u201d.<\/p>\n\n\n\n<p><strong>Event Workflow:<\/strong><br>Event workflow helps to set event state by selecting the workflow actions. This workflow decides the steps through which an event goes during its life cycle. It can be easily modified as per the different business logic.<\/p>\n\n\n\n<p><strong>Equipment:<\/strong><br><strong>&nbsp;<\/strong>This tab will allow adding all the equipment\u2019s against the particular event. In this user can add all the equipment lists with pricing and quantity.&nbsp;<\/p>\n\n\n\n<p><strong>Membership:<\/strong><br>There is a dedicated tab against the person and company to add their membership. There is a Membership option that will allow you to restrict events to contacts from CRM who are listed as members. Once established as members, they are eligible to attend Events occurring within their renewal period. The Membership details can be extended as required to fully profile member activity. Event Manager can add also attendees from a global search or import lists of attendees from CRM Groups.<\/p>\n\n\n\n<p><strong>Web Portal:<\/strong><br>Using Greytrix Event Manager Web Portal you can allow individuals to search for events and register online. This ensures all online registrations automatically update the overall attendee status within the Event Manager.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/12\/Img-1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/12\/Img-1.png\" alt=\"Event Registration\"><\/a><font size=\"2\"><center><i>Event Registration <\/i><\/center><\/font>\n\n\n\n<p>This how the event manager can help or assists you to manage all events and attendee&#8217;s resource.<\/p>\n\n\n\n<p>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 are fixed in these versions. Our latest CRM Event Manager will help you\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/12\/31\/sage-crm-event-manager-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":[332,17,339],"tags":[1103,1104,1589,3806],"class_list":["post-25158","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-addons","category-sage-crm-add-ons","tag-event-management-in-sage-crm","tag-events","tag-membership-management-solution","tag-sage-crm-event-planner"],"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 2020<\/title>\n<meta name=\"description\" content=\"Plan and manage events efficiently! 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