{"id":30594,"date":"2026-10-29T10:43:54","date_gmt":"2026-10-29T10:43:54","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=30594"},"modified":"2026-10-29T10:43:56","modified_gmt":"2026-10-29T10:43:56","slug":"enhancing-quote-traceability-with-the-cloned-from-field-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/enhancing-quote-traceability-with-the-cloned-from-field-in-sage-crm\/","title":{"rendered":"Enhancing Quote Traceability with the \u201cCloned From\u201d Field in Sage CRM"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">When a quote is cloned in Sage CRM, users may need to refer back to the original quote to review its details. To make this easier, a customization has been introduced to display the original quote reference directly on the cloned quote.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Cloned From Field on the Quote Summary Screen<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A new field, <code>quot_clonedfromqt<\/code>, has been added to the Quote Summary screen with the caption <strong>Cloned From<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The field displays the Quote Reference of the original quote from which the current quote was cloned. The reference is also provided as a hyperlink, allowing users to navigate directly to the original quote record.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"415\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit2-1024x415.png\" alt=\"\" class=\"wp-image-30595\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit2-1024x415.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit2-300x121.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit2-766x310.png 766w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit2-1536x622.png 1536w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit2-660x267.png 660w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit2.png 1880w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">How the Customization Works<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When a user opens a cloned quote, the Cloned From field displays the reference of its source quote. Clicking the reference opens the original quote in Sage CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, if quote <code>QT-10140<\/code> was cloned from <code>QT-10025<\/code>, the Cloned From field on <code>QT-10140<\/code> displays <code>QT-10025<\/code> as a hyperlink. Users can click the link to access the original quote without searching for it manually.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Note: The quote references above are illustrative.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This customization makes the relationship between cloned and original quotes easier to identify, simplifies navigation between related records, and provides quicker access to the original quote information.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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 class=\"wp-block-paragraph\">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 class=\"wp-block-paragraph\">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 class=\"wp-block-paragraph\">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>When a quote is cloned in Sage CRM, users may need to refer back to the original quote to review its details. To make this easier, a customization has been introduced to display the original quote reference directly on the cloned quote. Cloned From Field on the Quote Summary Screen A new field, quot_clonedfromqt, has\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/enhancing-quote-traceability-with-the-cloned-from-field-in-sage-crm\/\">Read More: Enhancing Quote Traceability with the \u201cCloned From\u201d Field in Sage\u2026 &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":[4206,192,4657,332],"tags":[1238,1258,1435,2010],"class_list":["post-30594","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-sage-100","category-sage-crm","tag-gumu","tag-gumu-integration","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>Enhancing Quote Traceability with the \u201cCloned From\u201d Field 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\/10\/29\/enhancing-quote-traceability-with-the-cloned-from-field-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enhancing Quote Traceability with the \u201cCloned From\u201d Field in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"When a quote is cloned in Sage CRM, users may need to refer back to the original quote to review its details. To make this easier, a customization has been introduced to display the original quote reference directly on the cloned quote. Cloned From Field on the Quote Summary Screen A new field, quot_clonedfromqt, has\u2026 Read More: Enhancing Quote Traceability with the \u201cCloned From\u201d Field in Sage\u2026 &raquo;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/enhancing-quote-traceability-with-the-cloned-from-field-in-sage-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2026-10-29T10:43:54+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-29T10:43:56+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit2.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1880\" \/>\n\t<meta property=\"og:image:height\" content=\"761\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/enhancing-quote-traceability-with-the-cloned-from-field-in-sage-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/enhancing-quote-traceability-with-the-cloned-from-field-in-sage-crm\/\",\"name\":\"Enhancing Quote Traceability with the \u201cCloned From\u201d Field in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/enhancing-quote-traceability-with-the-cloned-from-field-in-sage-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/enhancing-quote-traceability-with-the-cloned-from-field-in-sage-crm\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit2-1024x415.png\",\"datePublished\":\"2026-10-29T10:43:54+00:00\",\"dateModified\":\"2026-10-29T10:43:56+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/enhancing-quote-traceability-with-the-cloned-from-field-in-sage-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/enhancing-quote-traceability-with-the-cloned-from-field-in-sage-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/enhancing-quote-traceability-with-the-cloned-from-field-in-sage-crm\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit2.png\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit2.png\",\"width\":1880,\"height\":761},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/enhancing-quote-traceability-with-the-cloned-from-field-in-sage-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Enhancing Quote Traceability with the \u201cCloned From\u201d Field in Sage CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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