{"id":27083,"date":"2023-05-02T05:26:59","date_gmt":"2023-05-02T05:26:59","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=27083"},"modified":"2023-05-02T05:27:02","modified_gmt":"2023-05-02T05:27:02","slug":"narrative-summary-for-company-in-sage-crm-2023-r1","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/05\/02\/narrative-summary-for-company-in-sage-crm-2023-r1\/","title":{"rendered":"Narrative Summary for Company in Sage CRM 2023 R1"},"content":{"rendered":"\n<p>In Sage CRM, Company is the main fundamental unit. After creating company, we can associate Sales and Service process to it. In Sage CRM, we can maintain company\u2019s basic details like name, annual turnover, employee strength, company\u2019s website etc. Also, we can link one primary contact person against company, who will be the SPOC for the said company to coordinate with the clients. Address, Email and Phone no. data is also stored against that company. We can create Communications, Opportunities and Cases against Company and afterwards they will be available in Communications, Opportunities and Cases tab against company respectively.<\/p>\n\n\n\n<p><strong>New Stuff<\/strong>: <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/04\/19\/integrate-sage-crm-with-microsoft-office-365-part-using-oauth2-0\/\">Integrate Sage CRM with Microsoft Office 365 Part using OAuth2.0<\/a><\/p>\n\n\n\n<p>As explained above, to view the data available against company like Cases, Opportunity, Addresses, Communications etc. we have to move to the each and every tab against company which is time consuming task. But, with the release of Sage CRM 2023 R1, this task is made simpler for all of us.<\/p>\n\n\n\n<p>In Sage CRM 2023 R1, a new tab \u201c<strong>Narrative\u201d <\/strong>is added against Company entity. User will get all the information linked to that company in this tab. Please refer below screenshot of <strong>Narrative<\/strong> tab for your reference.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/05\/Narrative2-1024x770.jpg\" target=\"_blank\" rel=\"noopener noreferrer\">\n<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\/2023\/05\/Narrative2-1024x770.jpg\" alt=\"Company Narrative Summary\"><\/a><\/p>\n\n\n\n<p><strong>Company<\/strong>: Here user can read the information about particular company like whether it is Active in CRM, its territory, Account Manager for the company.<\/p>\n\n\n\n<p><strong>Address<\/strong>: Here user can view the city where company is situated. What is the exact business of company and who will be the SPOC for future communication and his designation.<\/p>\n\n\n\n<p><strong>Communication<\/strong>: Here user can view the completed communication against company.<\/p>\n\n\n\n<p><strong>Sales<\/strong>: Here user can view the in progress sales i.e. in progress Opportunities against company.<\/p>\n\n\n\n<p><strong>Cases<\/strong>: Here user can view the Cases tagged against the company. It also narrates the SLA defined against the said company, how many cases have been logged till date and how many cases are in progress stage. Also, it depicts the each case with its reference number and it is assigned to which user.<\/p>\n\n\n\n<p><strong>Relationships<\/strong>: Here user can view the current company\u2019s relationship with other companies.<\/p>\n\n\n\n<p>System Administrator can control the information which needs to be shown to the user in <strong>Narrative<\/strong> tab. To hide\/show the information on Narrative tab, system admin can edit the security profile rights to grant and revoke the view rights for the corresponding entities.<\/p>\n\n\n\n<p>If user don\u2019t have rights to a particular entity then he will not be able to view the data against the sections described in the <strong>Narrative<\/strong> tab. For e.g. if logged in user does not have the Opportunity rights then he will not see any opportunity data against that company in <strong>Narrative<\/strong> tab. It will say <strong>\u201c<em>We do not have any sales in progress or you do not have permission to view opportunities.<\/em>\u201d<\/strong><\/p>\n\n\n\n<p>Sometimes user does not understand the data alone, but by viewing narrative reports user can get better understanding of information for any record.<strong> Narrative Reports<\/strong> are more impressive and attractive so that user don\u2019t need to check and view records manually. <strong>Narrative tab<\/strong> is configurable and secured so that unauthorized user cannot access the sensitive information and it is also useful for specific audience.<\/p>\n\n\n\n<p>In this way, we can display a narrative report containing summary and business understandings for company.<\/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\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Sage CRM, Company is the main fundamental unit. After creating company, we can associate Sales and Service process to it. In Sage CRM, we can maintain company\u2019s basic details like name, annual turnover, employee strength, company\u2019s website etc. Also, we can link one primary contact person against company, who will be the SPOC for\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/05\/02\/narrative-summary-for-company-in-sage-crm-2023-r1\/\">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":[71,332,3987,3985,4525,4551,4550,1],"tags":[720,725,3981,2010,4455],"class_list":["post-27083","post","type-post","status-publish","format-standard","hentry","category-company","category-sage-crm","category-sage-crm-2019-r1-sage-crm","category-sage-crm-2019-r1","category-sage-crm-2021-r2","category-sage-crm-2022-r1-sage-crm","category-sage-crm-2022-r1","category-uncategorized","tag-company","tag-company-graphical-view","tag-company-summary","tag-sage-crm","tag-sage-crm-2021-r2"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Narrative Summary for Company in Sage CRM 2023 R1 - 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\/2023\/05\/02\/narrative-summary-for-company-in-sage-crm-2023-r1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Narrative Summary for Company in Sage CRM 2023 R1 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM, Company is the main fundamental unit. 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