{"id":26061,"date":"2021-12-07T07:36:22","date_gmt":"2021-12-07T07:36:22","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26061"},"modified":"2021-12-07T07:36:25","modified_gmt":"2021-12-07T07:36:25","slug":"modify-the-number-of-stages-to-be-displayed-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/12\/07\/modify-the-number-of-stages-to-be-displayed-in-sage-crm\/","title":{"rendered":"Modify the number of Stages to be displayed in Sage CRM"},"content":{"rendered":"\n<p>Sage CRM pipeline is basically a graphical representation of\u00a0data stage wise. The pipeline can be visible for Cases, Opportunities, and Leads in Sage CRM. It is also useful to review the current stage of the Opportunities, Leads, and Cases assigned across the teams to various users.<\/p>\n\n\n\n<p><strong><em>New Stuff:<\/em> <\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/11\/17\/mark-task-complete-from-calendar-tab\/\">Mark Task \u2018Complete\u2019 from Calendar Tab<\/a><\/p>\n\n\n\n<p>Recently we came across a scenario where the user added 24 new Case stages. When Sage CRM user navigates to the Cases tab under My CRM or Team CRM, he is able to view only the cases from 20 stages. Sage CRM user was unable to view cases from the remaining 4 stages.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/12\/Img1.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\/2021\/12\/Img1.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>Initially, we thought there is no record available for those 4 stages. Hence, Sage CRM is filtering out those stages from the Pipeline legends. However, we had verified and found that there are cases that exist from those 4 stages but those records where invisible in the Case list.<\/p>\n\n\n\n<p>After some investigation, we found that there is a configuration available in Sage CRM to control the number of pipeline legends (stages) to be displayed into the pipeline. This configuration is available into the Sage CRM database. Below steps can be followed to control the pipeline legends to be displayed into the pipeline.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Login into Sage CRM SQL server.<\/li><li>Take Sage CRM database backup.<\/li><li>Execute below query on Sage CRM database.<br><em>select\u00a0*\u00a0from\u00a0Custom_SysParams\u00a0where\u00a0parm_name =\u00a0&#8216;MaxPipeLineStages&#8217;<\/em><br>By default above query will show parm_value as 20.<\/li><li>Execute below query on Sage CRM database.<br><em>update\u00a0Custom_SysParams\u00a0set\u00a0parm_value =\u00a0&#8217;24&#8217;\u00a0where\u00a0parm_name =\u00a0&#8216;MaxPipeLineStages&#8217;<\/em><\/li><li>Login into Sage CRM with Admin user.<\/li><li>Navigate to below path.<br><strong>Administration | System| Metadata<\/strong><\/li><li>Select \u201c<strong>Refresh All<\/strong>\u201d option and click on \u201c<strong>Execute Refresh<\/strong>\u201d button.<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>Once done, Sage CRM should be able to view the cases from all 24 stages when Sage CRM user navigates to the Cases tab under My CRM or Team CRM. Refer below image.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/12\/Img3.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\/2021\/12\/Img3.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>With the above steps, anyone can adjust the number of pipeline stage to be displayed into all the Pipelines across Sage CRM.<\/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>Sage CRM pipeline is basically a graphical representation of\u00a0data stage wise. The pipeline can be visible for Cases, Opportunities, and Leads in Sage CRM. It is also useful to review the current stage of the Opportunities, Leads, and Cases assigned across the teams to various users. New Stuff: Mark Task \u2018Complete\u2019 from Calendar Tab Recently\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/12\/07\/modify-the-number-of-stages-to-be-displayed-in-sage-crm\/\">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":[287,53,211,243,269,332,380],"tags":[649,1499,1606,1775,4457,2010,3927,2333],"class_list":["post-26061","post","type-post","status-publish","format-standard","hentry","category-pipeline-sage-crm","category-cases","category-legend","category-metadata-refresh","category-opportunity-sage-crm","category-sage-crm","category-sql","tag-case","tag-legend","tag-metadata-refresh","tag-pipeline","tag-pipeline-chart","tag-sage-crm","tag-show-cases-pipeline","tag-sql-queries"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Modify the number of Stages to be displayed in Sage CRM - 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\/12\/07\/modify-the-number-of-stages-to-be-displayed-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Modify the number of Stages to be displayed in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM pipeline is basically a graphical representation of\u00a0data stage wise. 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