{"id":25707,"date":"2021-08-25T07:19:33","date_gmt":"2021-08-25T07:19:33","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25707"},"modified":"2021-08-25T07:19:36","modified_gmt":"2021-08-25T07:19:36","slug":"sage-crm-2021-r2-ux-improvements-configuration-of-quote-order-merge-document-names","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/08\/25\/sage-crm-2021-r2-ux-improvements-configuration-of-quote-order-merge-document-names\/","title":{"rendered":"Sage CRM 2021 R2: UX improvements – Configuration of Quote\/Order merge document names"},"content":{"rendered":"\n

Sage CRM<\/a>\u2019s Mail merge functionality is one of the well \u2013 known and most useful functionality for every Business. The ability to merge the transaction details onto a word or pdf document with just few clicks had made it the most prominent feature of Sage CRM. The provision to create numerous templates categorized on a specific factor, adding company logo\u2019s, printing, or merging the data from CRM to the word document dynamically are some of the major pros of these functionality.<\/p>\n\n\n\n

New Stuff:<\/em><\/strong> Sage CRM 2021 R2: Change the appearance of Pipeline chart<\/a><\/p>\n\n\n\n

As and when any of the new version of Sage CRM is released; Sage introduces some or the other upgrades to the existing as well as introduces some new features within CRM. One such enhancement done with the merge functionality was related to Quotes and Orders entity. With the latest release of Sage CRM 2021 R2, the Product configuration screen has been updated with an option to use Quote\/Order format when creating word or pdf formats of the information.<\/p>\n\n\n\n

In the previous versions of Sage CRM, though there was the provision to merge the quotes and orders data to the pre-defined template; there had been one small drawback in Send Quote feature. As we all know once you create a Quote or Order record in CRM; some features get enabled on the record\u2019s summary screen. These features help the user to perform various tasks such as Merge to Word, Merge to Pdf, Print Quote, Send Quote, Clone, Convert etc. Here, the Merge to Word, Merge to Pdf, Print Quote and Send Quote features use the pre-defined templates to display the record information onto the document.  However, the only drawback this functionality had was the template name generated for the merged document.<\/p>\n\n\n\n

As you can see in the below screenshot, Customers didn\u2019t usually like the naming pattern generated for the merged document in the earlier versions. It was mainly displayed as “Panoply Sales Quote58554015.pdf”. Although the name of the template used was clear that the trailing number didn\u2019t provide any useful information. It usually created a confusion because the name of the quote sent as an email attachment did not relate to the Quote reference number.<\/p>\n\n\n\n

<\/a>\n\n
Quote merged document with random number<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

With the latest release of Sage CRM 2021 R2, System Administrator now has the control over the pattern generated for Quotes and Orders merged document. The Product configuration screen shown below has the provision to Use the Quote\/Order Format for Merge document name.<\/p>\n\n\n\n

<\/a>\n\n
Product Configuration<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

After this, the PDFs and Word docs that are created by the merge will use that format when naming rather than any troublesome non-standard characters. The name of the Template used for a merge is part of the name of the file. Also, if the quote (or order) is reissued and a new merge is created then the file name will increment.<\/p>\n\n\n\n

E.g.<\/p>\n\n\n\n

Print Quote Template-QT-107 1
Print Quote Template-QT-107 1 1
Print Quote Template-QT-107 1 2<\/p>\n\n\n\n

<\/a>\n\n
Quote merged document with incremented value<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

The same will also be reflected while sending the merged document via email.<\/p>\n\n\n\n

<\/a>\n\n
Quote merged document with Reference number<\/i><\/center><\/font><\/p>\n<\/figure>\n\n\n\n

In this way, Sage CRM 2021 R2\u2019s new feature has helped to remove the confusion caused within the merged documents of Quotes and Orders with just one \u2013 click configuration. Although this feature works perfect with single record, if the user selects several quotes for inclusion in pdf then the quote format will not be used. Instead, the merge will use the default option of the random number.<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

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

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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ 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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM\u2019s Mail merge functionality is one of the well \u2013 known and most useful functionality for every Business. The ability to merge the transaction details onto a word or pdf document with just few clicks had made it the most prominent feature of Sage CRM. The provision to create numerous templates categorized on a\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":[19,30,31,65,70,73,98,119,122,131,134,136,152,153,228,4291,297,303,304,332],"tags":[1552,4466,1553,4470,1728,1753,4467,4469,4464,1865,1891,4455,4462,4463],"class_list":["post-25707","post","type-post","status-publish","format-standard","hentry","category-administrator","category-attachment","category-attachments","category-codeless","category-communication","category-configuration","category-customization","category-display","category-document-sage-crm","category-email","category-enable","category-enhancements","category-feature","category-features","category-mailmerge","category-new-feature","category-product-configuration","category-quote","category-quotes","category-sage-crm","tag-mail-merge","tag-mail-merge-functionality","tag-mail-merge-to-word","tag-order-template","tag-orders","tag-pdf","tag-product-configuration","tag-quote-template","tag-quote-order","tag-quotes","tag-reference-number","tag-sage-crm-2021-r2","tag-sage-crm-2021-r2-ux-improvements-configuration-of-quote-order-merge-document-names","tag-ux-improvements"],"yoast_head":"\nSage CRM 2021 R2: UX improvements - Configuration of Quote\/Order merge document names - 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\/2021\/08\/25\/sage-crm-2021-r2-ux-improvements-configuration-of-quote-order-merge-document-names\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM 2021 R2: UX improvements - Configuration of Quote\/Order merge document names - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM\u2019s Mail merge functionality is one of the well \u2013 known and most useful functionality for every Business. 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