{"id":29747,"date":"2026-01-30T11:30:32","date_gmt":"2026-01-30T11:30:32","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=29747"},"modified":"2026-01-30T11:30:34","modified_gmt":"2026-01-30T11:30:34","slug":"active-quotes-under-find-context-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/01\/30\/active-quotes-under-find-context-in-sage-crm\/","title":{"rendered":"Active Quotes Under Find Context in Sage CRM"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; for Sage CRM \u2013 Sage 100 application<\/a>\u00a0is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process.<\/p>\n\n\n\n<p>In Sage CRM, quick access to open and active quotes is critical for sales teams to respond faster and manage opportunities more efficiently. One of our customers recently requested a way to view all active quotes from a single, centralized location without navigating through multiple screens or running repetitive searches.<\/p>\n\n\n\n<p>To meet this requirement, we implemented a customization that enhances quote visibility and improves day-to-day usability within Sage CRM.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Customer Requirement<\/h4>\n\n\n\n<p>The customer wanted:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A centralized view of all active quotes<\/li>\n\n\n\n<li>Easy filtering based on company and product details<\/li>\n\n\n\n<li>A user-friendly interface that integrates seamlessly with the existing Sage CRM layout<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Solution Implemented<\/h4>\n\n\n\n<p>To address these needs, we added a custom tab called <strong>\u201cActive Quotes\u201d<\/strong> under the <strong>Find context<\/strong> in Sage CRM.<br>This tab displays all open quote records with an Active status using a Kendo Grid interface. The result is a clean, structured, and easy-to-navigate view that allows users to quickly access important quote information.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"414\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/01\/image-7-1024x414.png\" alt=\"\" class=\"wp-image-29749\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/01\/image-7-1024x414.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/01\/image-7-300x121.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/01\/image-7-768x310.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/01\/image-7-660x267.png 660w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/01\/image-7.png 1227w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Key Functionality Highlights<\/h2>\n\n\n\n<h5 class=\"wp-block-heading\">Active Quotes Tab<\/h5>\n\n\n\n<p>The new Active Quotes tab provides instant access to all currently active quote records directly from the Find context. This eliminates the need for repeated searches and manual filtering.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Advanced Filtering Options<\/h5>\n\n\n\n<p>An advanced filter panel has been added at the top of the grid, allowing users to narrow down results based on company and product-related information. This makes it easier to locate specific quotes even when working with large volumes of data.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Clear Filter Option<\/h5>\n\n\n\n<p>A Clear button is included to remove all applied filters in one click. This allows users to quickly reset the grid and perform new searches without manually clearing individual fields.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Business Benefits<\/h4>\n\n\n\n<p>This enhancement delivers several business advantages:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Faster access to active quote records<\/li>\n\n\n\n<li>Reduced navigation and search effort<\/li>\n\n\n\n<li>Improved visibility for sales and management teams<\/li>\n\n\n\n<li>Seamless user experience within Sage CRM<\/li>\n<\/ul>\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>GUMU&#x2122; for Sage CRM \u2013 Sage 100 application\u00a0is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process. In Sage CRM, quick access to open and active quotes is critical for sales teams to respond faster\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/01\/30\/active-quotes-under-find-context-in-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4206,192,4657,4680],"tags":[1238,1258,1286,1435,2010],"class_list":["post-29747","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-sage-100","category-sage-crm-2025","tag-gumu","tag-gumu-integration","tag-gumumas","tag-integration","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Active Quotes Under Find Context 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\/2026\/01\/30\/active-quotes-under-find-context-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Active Quotes Under Find Context in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU&#x2122; for Sage CRM \u2013 Sage 100 application\u00a0is a real time bi-directional integration link. 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